Senior Investment Advisory Solutions Specialist

The candidate will support the management and ongoing development of Cetera’s Blueprint platform, with a primary focus on performance reporting and the Orion Reporting offering. Blueprint is Cetera’s integrated RIA technology and service platform that brings together advisor and client portals, Orion, financial planning tools, custodial connectivity, compliance support, onboarding resources, and service support to help advisors operate and grow more efficiently. This role will help manage reporting-related platform capabilities, support advisor adoption, coordinate issue resolution, and work with internal and external partners to improve the advisor and client experience.

Key Responsibilities

• Blueprint Platform and Reporting Management

  • Supports day-to-day management of the RIA Blueprint platform, including performance reporting, Orion access, advisor setup, issue resolution, and platform enhancements.

  • Helps manage the Orion Reporting offering, including reporting-only access, data feeds, reporting setup, advisor onboarding, and ongoing support needs.

  • Works with advisors, service teams, operations, technology, compliance, billing, and Orion to resolve performance reporting questions and platform issues.

  • Supports improvements that make Blueprint reporting more accurate, consistent, and easier to use across custodians, advisor offices, and internal teams.

  • Maintains process documentation, job aids, FAQs, and advisor-facing materials related to Blueprint reporting and Orion Reporting workflows.

  • Coordinates with cross-functional partners to identify reporting gaps, prioritize enhancements, and support timely delivery of platform improvements.

  • Develops and reviews reporting from available data sources to support business decisions, advisor service, and platform management.

  • Supports adoption of Blueprint platform capabilities by helping advisors and internal teams understand available reporting tools, workflows, and support resources.

• Vendor and Partner Management

  • Supports third-party vendor relationships that are central to Blueprint reporting, including Orion and other reporting, planning, and data partners.

  • Assists with enhancement requests, service issues, data questions, training needs, and follow-up items with vendors and internal business partners.

• Platform and Reporting Development

  • Participates in the design and development of Blueprint platform capabilities, with emphasis on performance reporting, Orion Reporting, data quality, advisor experience, and scalable support processes.

  • Works with stakeholders to understand business needs, define requirements, document current-state gaps, and support delivery of reporting and platform enhancements.

  • Serves as a subject matter resource for Blueprint reporting workflows, Orion Reporting setup, advisor onboarding, and related operational processes.

  • Maintains knowledge of advisory technology, performance reporting tools, data trends, and advisor needs that may affect Blueprint platform strategy.

  • Analyzes platform, reporting, and operational data to identify trends, support decision-making, and recommend practical improvements.

Core Qualifications

• Undergraduate degree from a four-year college or university; Master’s degree or other relevant designations highly desirable

• 8+ years of experience in financial services, advisory platforms, performance reporting, operations, or related technology support

• Securities licenses (Series 7, 24, 63/65, 66) preferred

• Experience with advisory technology, performance reporting, or platforms such as Orion, Envestnet, Albridge, Investigo, or Black Diamond preferred

• Personal integrity, professionalism, and strong work ethic

• Strong analytical skills and attention to detail a must

• Takes initiative and has desire to go above and beyond in order to deliver an impeccable client experience

• Demonstrated ability to work under limited supervision, managing multiple projects and delivering under pressure with tight and shifting deadlines

• Strong interpersonal skills; a team player with ability to work with different groups that may be looking to accomplish varied objectives

• Excellent communication and problem-solving skills, acts with professionalism when dealing with clients, business partners, and senior management

• Customer service-oriented

Compensation:

The base salary range for this role in San Diego, CA is $99,000 to $134,000, 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.