Overview About Us: Cambridge Investment Research Inc. is one of the nation’s top independent financial solutions firms. We are committed to fostering an inclusive and dynamic work environment where innovation, collaboration, and growth are encouraged. Our team is dedicated to driving success and creating a workplace where every employee feels valued and empowered. Job Summary: We are looking for a proactive Transition Support Liaison to join our team, responsible for building and maintaining positive relationships with financial professionals while addressing their business needs and providing effective solutions. This role focuses on improving user experiences, identifying process gaps, and collaborating on strategic initiatives that drive efficiency and satisfaction. The ideal candidate will possess strong communication skills, operational expertise, and the ability to mentor team members, while also acting as a point of escalation for complex issues. This role offers an exciting opportunity to work closely with financial professionals, drive process improvements, and mentor a growing team. If you’re a proactive problem solver with a passion for building strong relationships, we encourage you to apply! Why Join Us: Innovative Culture: Be part of a forward-thinking company that values creativity and innovation. Career Growth: Opportunities for professional development and career advancement. Comprehensive Benefits: Competitive salary, health insurance, retirement plans, and other employee benefits Essential Duties Relationship Building: Build and maintain strong relationships with financial professionals by understanding their business needs and company procedures to resolve inquiries and ensure follow-up. Communication & Support: Proactively inform financial professionals of changes, issues, and potential opportunities to enhance relationships and overall satisfaction. Process Improvement: Identify and address gaps in processes or changes in Cambridge or clearing firm policy, implementing solutions to improve efficiency. Collaboration on Strategic Initiatives: Partner with Transition Leadership on strategic objectives, project planning, and executing deliverables that increase efficiencies and generate positive business results. Operational Expertise: Effectively communicate and enforce operational and external clearing firm policies and procedures using comprehensive expertise in operational functions. Troubleshooting & Escalation: Serve as the primary point of escalation for complex inquiries and processes, independently resolving new and challenging situations. Mentorship & Training: Train and mentor both new and existing associates, expanding their knowledge of industry and firm policies. Problem Solving & Issue Resolution: Research, review, reconcile, and track issues from management and financial professionals to ensure timely resolution. Education & Experience The ideal candidate would possess an intermediate level of experience, typically around 4 or more years, with business developement and the financial industry. Certificates & Licenses Compensation: $50,000-$70,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range. Benefits: Cambridge has competitive benefits and promotes a work/life balance to encourage individual success. Premium benefit package including medical, vision, dental, life and long-term disability insurance Vacation/sick time 401K retirement plan with company matching program Eleven paid holidays You can find more details about our comprehensive benefits package here. #LI-MM2