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Cambridge Investment Research, Inc. Cambridge Source Technology Services Senior Analyst in Phoenix, Arizona

Cambridge Investment Research Inc., one of the nation’s top independent broker-dealers, is actively looking for a person who has a passion for working with clients and troubleshooting technology issues to join the Marketing Department for a full time Cambridge Source Technology Services Senior Analyst. The Senior Analyst works under the direction of Cambridge Source leadership and functions as a resource to financial professionals in troubleshooting technology and sercurity issues.

At Cambridge, our purpose is to make a difference in the lives of our financial professionals, their investing clients, and our associates. Our values of integrity, commitment, flexibility, and kindness continue to guide us in the decisions we make together every day. For 39 years we’ve delivered innovative financial solutions while offering exciting career opportunities with ongoing professional development.

A national leader as a financial solutions firm, Cambridge’s commitment to long-term professional development in a unique small-town community makes this a one-of-a-kind opportunity. Cambridge has been honored 10 times by our associates as a ‘Top Workplace in Iowa’, and 13 times as ‘Broker-dealer of the Year’ by our financial professionals through Investment Advisor magazine. We are recognized among the leading firms in the financial advice industry as we serve over 3,600 independent financial professionals and hundreds of thousands of their investing clients across the country.

  • Overall technology services implementation and delivery

o Lead the delivery and support of all Cambridge Source technology service offerings

o Implement and deliver the new cybersecurity service offering to achieve product success goals

o Support business sponsors and Product Manager in the design and enhancement of other Cambridge Source technology service offerings

o Consult with customers to recommend technology services, products and partners

o Achieve overall technology services goals, objectives and tactics as defined in the department’s X-matrix

o Assess customer satisfaction with Cambridge Source technology services to continuously improve quality

o Gather and share customer feedback about additional technology service opportunities

o Manage vendor partners who provide additional or subcontracted technology services

o Coordinate with other Cambridge teams who provide technology support services to ensure optimal customer service experience overall

  • Cybersecurity services implementation and delivery

o Coordinate and perform delivery of cybersecurity services to customers as specified in the cybersecurity service offering

o Provide or obtain additional cybersecurity billable services on a time and materials basis

o Administer systems and tools to manage users, devices and licenses

o Ensure appropriate cybersecurity policies are defined, correctly configured and properly managed for customers

o Monitor routine cybersecurity reports and alerts to identify incidents and deficiencies

o Train customers on the proper use of cybersecurity tools and reports

o Consult with customers to remediate cybersecurity deficiencies; provide or obtain remediation support as billable services

o Respond to customer support requests; manage support requests through to resolution, including escalation processes

o Respond to customer cybersecurity incidents; coordinate with Cambridge Info Security and other parties according to the Cybersecurity Incident Response Plan

o Consult with customers regarding cybersecurity standards, policies and best practices

o Be available to perform system administration tasks and on-call support during non-business hours

  • Propose strategic initiatives to leadership team regarding company and departmental policies and procedures in order to improve service standards for internal and external customers

  • Assist in budgetary process, maintain accurate records and document actions for areas managed

  • Experience with concierge-style customer service in a technical environment

Bachelor's degree from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience in IT Security or Computer Science required; or 6 years of related technology support experience.

Security+, CCNA, CCSP, or CISSP

Experience required in some or all of the following:

  • This position requires strong technical skills, customer service skills, excellent communications and problem-solving skills

  • Experience in a Level 2+ service role engaging with customers, multiple internal teams and external vendors

  • Experience administering Microsoft Windows, Office 365 and Azure Active Directory, including Azure AD MFA and Conditional Access

Experience in the following is highly desirable:

  • Experience with end-point security tools, firewalls, Windows and mobile device encryption,

  • Knowledge of network and server hardware infrastructures and network technologies

Job ID: 2020-1243

External Company Name: Cambridge Investment Research, Inc.

External Company URL:

Telecommute: No