Retirement Plan Solutions Data Analyst

Overview

Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.

We’re looking to fill a Retirement Plan Solution Data Analyst to support initiatives focused on growing retirement services. This role blends data analysis, reporting and stakeholder communication.

• Maintain and improve data through discrepancy reconciliations, ensuring accuracy and data hygiene.
• Collaborate with internal teams to address and resolve advisor-related escalations promptly and professionally.
• Provide program support, including onboarding of new advisors and record-keepers/vendors.
• Develop an understanding of agreement structures and processes to manage responsibilities effectively.
• Assist in data reporting, ensuring accuracy and timely delivery of reports.
• Communicate effectively and in a timely manner with advisors, RK’s and other vendors, and internal teams, ensuring clarity and professionalism.
• Proactively identify and address potential data issues, performing detailed research as needed to resolve issues or improve processes.
• Provide clear written communication documenting decisions and supporting rationale for program management.
• Provide feedback and contribute to improving the overall fiduciary program experience.
• Document decisions and provide supporting rationale for management.
• Demonstrate proficiency with the technology platform(s) used by the Retirement Plan Solutions (RPS) team.

• Bachelor’s degree or equivalent experience
• 4-6 years of financial services experience
• 3+ years of advanced Excel experience (x-lookup, macros, shortcut keys)

• Experience with employer-sponsored retirement plans
• Experience with insurance and/or annuities
• Bachelor’s Degree in Business, Economics, Finance or Accounting
• Series 65, 66, 7
• 3+ years of experience with direct business and/or advisory operations and customer service
• 3+ years of advanced Excel experience (v-lookup, shortcut keys)

• Natural curiosity about how things work and why, and how they fit together
• Strong organizational skills

The base annual salary range for this role is $80,000 to $100,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including skill set, years and depth of experience, certifications, and location. Base annual salary may differ due to geography and cost of labor considerations.

• Inclusive health, dental, vision and life insurance plans; mental health benefits
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days
• 401(k) with company contribution (up to 5%)
• Paid parental leave
• Health Savings and Flexible Spending Account options
• Employee Assistance Program (EAP), Life Lock, Pet Insurance and more

Cetera Financial Group is a leading network of independent retail broker-dealers 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 an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.

Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources include wealth management platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. All employment decisions at Cetera are made without regard to race, color, ancestry, national origin, citizenship, age, disability, pregnancy, genetic characteristics, religion, gender, gender identity, sexual orientation, marital status, military status, political affiliation, or any other class protected by law.

Copyright notice and agencies: this recruitment assignment is managed directly by Cetera’s Talent Acquisition team.