Senior Blueprint Technology Consultant

Job Description

The Senior RIA Blueprint Technology Consultant supports Cetera's RIA Blueprint offering, an advisory platform built for independent Registered Investment Advisors. The role combines product ownership with direct technology consulting, helping advisory firms select, implement, and get full value from the systems they use to manage portfolios, serve clients, and meet regulatory obligations. It works closely with advisory firm principals and their staff, and internally with consulting and sales teams, other product owners, development teams, and compliance partners, acting as one of the primary voices of the RIA client inside the organization. Success is measured by advisor adoption of platform tools, the quality and timeliness of platform enhancements delivered, and the smooth onboarding of firms joining the platform. The role is distinctive in its breadth, since the same person helps shape the platform roadmap and then sits with advisory firms to put it to work.

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What You Will Do:

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• Assess RIA clients’ business models and operating structures, then recommend technology solutions that fit each firm's workflow, scale, and compliance obligations, so firms adopt tools they will actually use.
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• Guide advisory firms through the evaluation and implementation of CRM, custodial, performance reporting, trading, and client portal platforms, owning the recommendation and staying with the firm through go live.
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• Own the intake and prioritization of advisor requirements, feedback, and enhancement requests for the RIA Blueprint platform, working with other product owners and development teams to translate them into deliverable work.
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• Lead user acceptance testing for RIA Blueprint releases, confirming enhancements work as designed and meet advisor needs before they reach production.
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• Consult on portfolio model construction, maintenance, and deployment, sharing industry practices for model management, drift monitoring, and tax aware rebalancing.
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• Support portfolio trading workflows, including model based trading, rebalancing, and trade execution, helping firms move to scalable and repeatable processes.
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• Design and configure performance reporting templates and reporting systems tailored to each firm's client segments and reporting cadence.
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• Deliver training sessions and build documentation, guides, and onboarding materials that drive adoption among advisory firms and equip internal teams on RIA fundamentals, the RIA Blueprint offering, and IAR only structures.
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• Support merger and acquisition transitions and onboarding for firms joining RIA Blueprint, coordinating with consulting and sales teams to move firms onto the platform with minimal disruption to their clients.
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• Represent the RIA client throughout the Cetera enterprise by bringing advisor feedback to product, operations, and compliance partners so platform decisions reflect how advisory firms operate.
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What You Need to Have:

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• Bachelor's Degree
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• 8+ years in the financial services industry, including direct experience with the RIA business model, IAR structures, and advisory operations.
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• Proven ability to translate complex technical concepts into practical business recommendations for advisory firm principals, and to present that material to both advisor and internal executive audiences.
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• Experience managing multiple concurrent priorities with limited direction in a fast paced environment.
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• Proficiency in Microsoft Excel, PowerPoint, and data visualization tools.
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What’s Nice to Have:

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• Securities licenses (Series 7, 24, 63/65, 66) preferred
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• Working knowledge of RIA compliance requirements and advisor workflows, and prior hands on experience with advisory technology platforms such as Orion, Envestnet, or Black Diamond.
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• Equivalent combination of experience and education in lieu of above.
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Other Requirements

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• This role is hybrid and requires regular, in‑person attendance during scheduled workdays in accordance with the Company’s Hybrid Workplace Policy
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Compensation:

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The base salary range for this role in San Diego, CA & Dallas, CA is $125,000-$155,000, plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.

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About Us

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What we give you in return:

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Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

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• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
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• Easy access to mental health benefits to meet our team members and their families where they are.
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• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
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• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
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• Paid parental leave to support all team members with birth, adoption, and fostering.
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• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
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• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
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• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
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• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind
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About Cetera

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Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

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Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

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Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

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Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

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Agencies please note : this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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