Job Description

Solutions Development Intelligence Analyst Location Remote in San Diego, CA :

At Cetera we need detailed thinkers to help us deliver quality and value to our clients. As an experienced analyst, you know how to uncover trends and tell meaningful stories through data. You collect, organize, and interpret information with ease and understand the impact your insights have on our business. We are currently seeking to add an experienced Solutions Development Intelligence Analyst to our team. The Solutions Development Intelligence Analyst will help drive the success of all partnering business teams by transforming data into insights that can improve the value each business unit (evaluation of new revenue streams, identify potential areas of loss, etc.) within Workplace and Retirement.

What you will do

• Assess market strategies/direction by analyzing data, related products, markets, and trends to inform the WP&R team as to the desirability, feasibility, viability and marketability of new solutions.
• Gather business intelligence from a variety of sources including internal and competitive data, industry, field, public, etc. Use business intelligence data and tools to identify application trends (i.e., monitor current and potential customers) and to support any other actionable recommendation.
• Identify markets for future product development and methods to improve sales of existing products by analyzing industry level data.
• Help develop effective strategies and solutions to improve operations, increase efficiency, and drive revenue growth.
• Perform extensive research and analyses to streamline operational and technical roadmaps, determine potential gaps/concerns/outcomes (predictive analysis), and develop contingency plans, etc. to align with project/program/product short-term and long-term goals.
• Partner with stakeholders across CFG and WP&R to develop analyses and documentation in a collaborative way, communicating effectively and efficiently.
• Provide ongoing development and maintenance of an operational data store tied to WP&R new and existing products and solutions using BI best practices, relational structures, dimensional data modeling, data warehouse and reporting techniques.
• Under general direction, responsible for converting business requirements and high-level data collection needs into well-specified analyses, reporting and visualizations.
• Assist with identifying and evaluating new opportunities to understand the business case of potential Pilots/POCs, including initial and predictive ROI analyses.
• Continued industry learning through participation in conferences and events.
• Work closely with the Director and team members of the SD unit to ensure cross-functional training and knowledge.

What you will have:

• Working knowledge of financial services industry with particular interest and understanding of advisor, intermediated retirement plans (distribution preferred).
• Start-up/Innovation/entrepreneurial driven focused
• Strong, interpersonal skills with an ability to build relationships and engage productively with all levels of the organization.
• Demonstrated analytic and strategic planning skills
• Demonstrated ability to develop and deliver high impact presentations
• Results driven and detail-oriented individual
• Outstanding written and oral communications skills
• Demonstrated professionalism and polish with the ability to productively influence key decision makers
• Demonstrated ability to manage changing requirements and short timelines
• Ability to act tactically and think strategically
• Ability to work both independently and in a team environment
• Bachelor's degree in business or a related field or equivalent.
• Minimum 7 years of experience as a business analyst, product developer, market strategist, or something similar, of which a min of 3 years of experience working with Power BI, Tableau, or related experience.

Travel Requirements: Up to 10%

Compensation

The base annual salary range for this role is $75,000 to $110,000 plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

#LI-Remote

What we give you in return:

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:

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship
• Easy access to mental health benefits to meet our team members and their families where they are
• 20+ days of paid time off (PTO), paid holidays, and 2 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities
• 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
• Paid parental leave to support all team members with birth, adoption, and foster
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more

About Cetera Financial Group:

Cetera Financial Group ® ("Cetera") 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.

Through its multiple distinct firms, 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 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.

" Cetera Financial Group " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, Cetera Financial Specialists , and First Allied Securities .

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 the 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.

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.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

Job Tags

Holiday work, Full time, Temporary work, Remote job, Flexible hours,

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