Job Description

Cetera is seeking a Senior Supervision Associate to join our CWS Supervision team. The Senior Supervision Associate will be responsible for managing various technology applications used by Supervision on a daily basis. One area of primary responsibility will be set up of Smarsh email hierarchy and access, delivering customized reporting solutions, and providing troubleshooting support to both field representatives and internal teams. This position requires strong attention to detail, field engagement, analytical skills, and a proactive approach to problem-solving in a fast-paced environment.

What you will do:

  • Initial set up and management of Smarsh email retention settings for CWS and Supervision
  • Troubleshoot and resolve Salesforce cases, including case setup and follow-through
  • Drive adoption of Intune enrollment within the firm
  • Assist with various Supervision focused projects, as needed

    • What you need to have: 

  • 1-3 years of Financial Service experience 
  • High school diploma or equivalent
  • Familiarity with Smarsh, Salesforce, or similar compliance and reporting platforms

    • What is nice to have: 

  • Exceptional attention to detail and ability to prioritize multiple tasks effectively
  • Strong problem-solving skills with a proactive mindset toward operational improvements
  • Excellent communication and collaboration abilities across teams and the field

    • Compensation: 

    The base annual salary range for this role is $52,00 to $75,000, 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-Hybrid 

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