Senior Advisory Platform Operations Specialist

Cetera Financial Group; Dallas (TX); Hybrid; USD 50,000 - 61,000; Full time

Benefits offered by this job

Health, dental, vision, and life ins.

Paid time off and holidays

401(k) with company match

Job summary

Cetera Financial Group in Dallas, TX is seeking a detail-oriented professional to support advisory platforms and client servicing across internal teams and external vendors in a hybrid role. You will coordinate inquiries, train teammates, and provide technical assistance to ensure fast, accurate resolutions.

The role involves tracking projects, maintaining manuals, and contributing to platform enhancements while ensuring smooth trade flows to custodians.

Qualifications

• Bachelor’s Degree required.
• 3-5 years relevant experience in the financial services industry.
• License/Registration: Series 7 and 66.

Responsibilities

• Receive inquiries from financial advisors and coordinate responses related to advisory platforms and accounts.
• Train newer team members on Operations Support procedures and act as a knowledge base.
• Provide technical assistance and troubleshooting to resolve issues efficiently.
• Track and monitor multiple ongoing projects.
• Communicate with financial advisors, internal teams, and external vendors.
• Create and maintain technical manuals and training sessions.
• Contribute to platform enhancements and new functionality projects.
• Maintain understanding of platform trades flow to custodian for execution.
• Handle advisory trade correction cases with vendor collaboration.
• Run reports to identify trade rejections and coordinate resolutions.

Skills

3-5 years experience in financial serv

Education

Bachelor’s Degree

Tools

Investment portfolio tools

Job description

Cetera Financial Group in Dallas, TX is seeking a detail-oriented professional to support advisory platforms and client servicing across internal teams and external vendors in a hybrid role. You will coordinate inquiries, train teammates, and provide technical assistance to ensure fast, accurate resolutions.

The role involves tracking projects, maintaining manuals, and contributing to platform enhancements while ensuring smooth trade flows to custodians.