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Digital Experience Consultant

Job Summary

The Digital Experience Consultant plays a key role in delivering exceptional support to financial professionals and their clients by resolving system-related issues, providing guidance on digital tools, and ensuring seamless access to company platforms. This position serves as a trusted resource for both internal teams and external partners, helping users navigate systems, troubleshoot access concerns, and maintain secure, efficient use of technology.

In this role, the Digital Experience Consultant provides direct support via phone and other service channels, assisting with password resets, access management, and system navigation. The position also supports operational needs through accurate data entry and processing of required paperwork. Success in this role requires strong technical aptitude, attention to detail, and the ability to clearly communicate solutions while collaborating with cross-functional teams to deliver a smooth and reliable digital experience for financial professionals and their clients.

Key Deliverables and Responsibilities

Analyze customer concerns to identify root causes and provide timely, effective resolutions, ensuring a high level of satisfaction.
Actively listen to customer needs and deliver clear, accurate solutions tailored to each inquiry.
Maintain deep knowledge of company products, services, and technology platforms to support issue resolution and customer education.
Deliver real-time training to financial professionals on systems, procedures, and best practices supported by the department.
Respond to technology-related inquiries from financial professionals, associates, and management, supplying information and troubleshooting as needed.
Communicate company policies and procedures clearly to internal and external stakeholders, escalating potential compliance concerns to management.
Collaborate with internal teams and clearing firms to develop and refine procedures that improve service efficiency and effectiveness.
Serve as a go-to expert for resolving escalated or complex issues, fostering trust and loyalty among financial professionals.

What We Are Looking For

The ideal candidate is a service-oriented professional who enjoys helping others solve problems and navigate technology with confidence. They combine strong communication skills with technical curiosity and the ability to quickly learn and support multiple systems.

Salary Range: $42,000 - $50,000 plus incentive compensation. The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location.

Why Cambridge? Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.

You can find more details about our comprehensive benefits package here.

Company Overview: At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have nearly 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.

Cambridge is an internally controlled, growth-focused independent broker-dealer with $254 billion in assets under advisement and $1.97 billion in annual revenues. We rank among the largest and fastest-growing firms in the industry, providing financial advisors with the flexibility, resources, and support to thrive. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.

Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial advisors are women, and 17% of our advisors are under 40.

Join us to help financial advisors succeed, make an impact, and discover your Something Wonderful. For further information about Cambridge, please visit https://www.joincambridge.com/

Work Environments : This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs (Fairfield, IA or Phoenix, AZ) and must be willing to work this schedule.

Recruiting Agencies: This position is being managed directly by Cambridge’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated.

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