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Cambridge Investment Research, Inc. Technology Liaison in Phoenix, Arizona

Cambridge Investment Research Inc., one of the nation’s top independent broker-dealers, is actively looking for a person who has a passion for working with clients and presenting to others to join the Marketing Department for a full time Practice Management Technology Liaison. The Technology Liaison works under the direction of Practice Management leadership and functions as a resource to financial professionals in navigating Cambridge's technology systems.

At Cambridge, our purpose is to make a difference in the lives of our financial professionals, their investing clients, and our associates. Our values of integrity, commitment, flexibility, and kindness continue to guide us in the decisions we make together every day. For 40 years we’ve delivered innovative financial solutions while offering exciting career opportunities with ongoing professional development.

A national leader as a financial solutions firm, Cambridge’s commitment to long-term professional development in a unique small-town community makes this a one-of-a-kind opportunity. Cambridge has been honored 11 times by our associates as a ‘Top Workplace in Iowa’, and 13 times as ‘Broker-dealer of the Year’ by our financial professionals through Investment Advisor magazine. We are recognized among the leading firms in the financial advice industry as we serve over 3,500 independent financial professionals and hundreds of thousands of their investing clients across the country.

  • Consult with financial professionals regarding the firm’s technology offerings and help them analyze, plan, implement, and manage business and technology solutions within their budgetary restrictions, recommending solutions to optimize their organization’s functionality and processes

  • Research outside technology offerings and recommend offerings to add and maintain vendors in the Value Added Technology program

  • Negotiate and act as a relationship manager to third party technology companies to add them to Value Added Vendor Program

  • Maintain and enhance working knowledge particularly as it relates to managing industry technology and firm technology that supports financial services or broker/dealer operations

  • Administer technology demonstrations to prospective financial professionals to market the technology and technology support offered by the company

  • Research and recruit Value Added Technology vendors to sponsor conferences

  • Participate in Recruiting Home Office Visits to demonstrate technology to prospective financial professionals

  • Produce reports from CRM, Compass, and other Cambridge systems to provide program metrics to administration as requested

  • Develop and disseminate deliverables focusing on best practices for efficiency, electronic marketing, and new technology in the industry

Four or more years of related experience, education and/or training

Registered Corporate Coach (RCC) certification is required within the first year of employment. Cambridge will provide financial and educational support towards obtaining required license(s) including paid study time, training courses, study materials and online resources.

Job ID: 2021-1662

External Company Name: Cambridge Investment Research, Inc.

External Company URL: https://www.joincambridge.com/home/

Telecommute: No

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