What we need:
The Digital Solutions Specialist is responsible for the coordination and execution of several items relating to the successful launch and ongoing maintenance of features and capabilities of Cetera’s digital platform, AdviceWorks. Reporting to the Managing Director, Digital Solutions, this role facilitates key deliverables relating to user acceptance testing, go to market planning, and ongoing platform support.
What you will do:
- Build and execute the UAT and Production Validation plan for AdviceWorks Releases, working with QA, IT and business SMEs and other stakeholders. Coordinate User Acceptance tester training and actively manage UAT testing through completion.
- Embrace and expand the team's AI-first working model, utilizing AI tools to accelerate documentation, surface insights, and continuously improve support workflows as the technology evolves.
- Own the monthly enhancements review process end-to-end — curating and validating incoming enhancement requests in Airtable, surfacing trends and patterns in submission data, and presenting findings with topic breakdowns and counts to leadership and stakeholders.…
- Coordinate defect and bug prioritization and resolution through the production launch and warranty period.
- Address planned and unplanned production issues, coordination, maintenance, communication, and business support.
- Liaison with teams across the organization to track and assist in prioritization efforts.
- Support configurations and testing business processes in admissions software.
- Administer user accounts for all platforms, including creating new accounts, setting prescribed user permission, etc.
- Fulfill reporting requirements across multiple teams in the organization.
What you need to have (basic qualifications):
- 3+ years of user acceptance testing experience.
- Financial Services experience required and other vertical industries a nice to have.
- Experienced leader and/or influencer of people and distributed teams.
- Familiarity with Jira for defect tracking, sprint visibility, and bug report documentation — including creating well-structured tickets that cross-functional teams can act on.
- Ability to be a thought leader and influencer relating to the execution of a digital product/solution.
- Ability to obtain, analyze, and report on data trends relating to user statistics, call volume/call drivers, user feedback.
- Proven ability to engage, collaborate, and engender trust with other teams (including IT teams, SME, and leadership).
- Perform other miscellaneous tasks as needed.
- Support a fast-paced environment with multiple, simultaneous projects amidst changing priorities.
- Promote a culture of collaboration and teamwork.
Really catch our eye with (preferred qualifications):
- Customer-centric approach to everything you do.
- A style of working that combines a bias for action with a problem-solving mindset, a can-do attitude, the ability to adapt quickly, and a collaborative, team-based approach to success.
- Strong set of personal traits and values that complement Cetera’s core values of trust, transparency, and people first.
- Ability to excel under pressure and prioritize multiple tasks simultaneously while delivering on-time and with quality.
- Exceptional communication and presentation skills, facilitating discussions across teams and/or groups of financial professionals, etc.
Compensation:
The salary range for this role is $76,000 - $90,000, plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.
