The Senior RIA Blueprint Technology Consultant combines product ownership with direct advisory consulting, helping independent Registered Investment Advisors select and implement portfolio management, CRM, trading, and compliance systems. The role owns the RIA Blueprint platform roadmap, gathers and prioritizes advisor requirements, conducts user acceptance testing, and delivers implementation support and training.… Success is measured by advisor adoption, platform enhancement delivery, and smooth firm onboarding. The candidate will consult on portfolio modeling, trading workflows, performance reporting, and M&A transitions while representing advisor needs across Cetera's product, operations, and compliance teams.
San DiegoLast seen 1 day ago