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Senior Advisory Pricing & Data Manager

Cetera Financial Group - El Segundo, CA

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Job Description

OverviewThe Senior Advisory Pricing & Data Manager will be responsible for the development of advisory-pricing data solutions and analysis. They will build the scripting and coding into various platforms to translate data from multiple sources and synthesize all the qualitative and quantitative elements of our relationship with each advisor or institution. These findings will enable strategic, data-driven decisions around advisory pricing that allow Cetera Financial Group to remain competitive in the marketplace, supporting our key priorities of organic and inorganic growth.ResponsibilitiesGathering data from various sources, cleaning and preparing it for analysis, and ensuring data quality.Write complicated scripts and programs to integrate systems, automate data processing, cleaning, and analysis, allowing the Investment Solutions team to perform complex advisory data analyses.Lead the generation of reporting, data and analysis tools for the Investment Solutions team.Publish and/or present findings via reporting or other visualizations.Create standard operating procedures for internal processes and specifications, providing suggestions for process improvements, and updating them as needed.Work with cross-functional teams, identifying business problems and proposing data-driven solutions.Mergers and acquisition support.Other duties as assigned.QualificationsExpert knowledge and programming skills with automation tools and scripting, primarily with SQL, Python, VBAExtensive data management, oversight and rationalization experienceCuriosity and attention to detailAnalytics and financial modeling abilitiesExtensive Microsoft Excel experienceAbility to clearly communicate findings and recommendations to both technical and non-technical pensationThe base annual salary range for this position is $110,000 - $135,000 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.About CeteraCetera 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.What we give you in returnInclusive 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 paid wellness days 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.Workplace EquityCetera 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 detailsSeniority level: Mid-Senior levelEmployment type: Full-timeJob function: Finance #J-18808-Ljbffr

Created: 2025-09-17

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