Associate Platform Services Specialist

Cetera · Dallas, Texas, United States

Location

Dallas

Job Type

Full-time

Posted

July 21, 2026

Job Description

A Platform Consultant serves as a subject matter expert and independent contributor, responsible for delivering consulting engagements, developing educational content, and driving platform adoption across advisors and internal teams. This role operates with a high degree of autonomy and plays a key role in translating platform capabilities into practical, advisor-facing solutions.
The Platform Consultant contributes in the following ways:
Develop intermediate to advanced platform expertise and apply it to advisor engagements
Independently deliver consulting, training, and webinars
Create and maintain educational content and enablement materials
Collaborate across departments and act as a liaison between teams
Support adoption initiatives and improve platform utilization and outcomes
Essential Duties and Responsibilities
Platform Knowledge Excellence
Develop and ma...
        

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