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Albridge Jobs (NOW HIRING)

Theresa Wiedmann

Administrative/ Sales Assistant

Horsham, PA · On-site

$18.25 - $23.75/hr

Sales Force, Redtail, Albridge, AdvisorStream, Investment and Insurance company websites, Microsoft Office Suite, Morningstar, Financial Planning software * At least 2 years of previous experience in ...

TalentRemedy

Client Services Representative

Alexandria, VA

$17 - $23.25/hr

... Albridge, FI360, and NaviPlan Collaborate with compliance, operations, and external custodians (including Pershing) to support account management Team & Administrative Support Answer phones, greet ...

Kestra Holdings

Office Coordinator

Alpharetta, GA · On-site

Knowledge in RedTail, Albridge Wealth Reporting, eMoney, Riskalyze/Nitrogen is preferred * Enjoy interacting with several people daily SUPERVISORY RESPONSIBILITIES: None EDUCATION AND/OR EXPERIENCE:

Allbridge

Account Executive, Senior Living

Dallas, TX · Remote

Consistently integrates Albridge's core values into their everyday habits by treating all customers, internal and external, professionally, honestly, and respectfully. * Accepts ownership and ...

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Albridge information

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$51.5K

$69.7K

$98K

How much do albridge jobs pay per year?

As of Jul 14, 2026, the average yearly pay for albridge in the United States is $69,664.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,000.00 and $74,500.00 per year, depending on experience, location, and employer.

What are some common challenges faced by professionals working with Albridge data management tools, and how can they be addressed?

Professionals working with Albridge data management tools often encounter challenges related to data integration, accuracy, and timely reporting. Ensuring that data from multiple sources is correctly aggregated and reconciled requires close attention to detail, strong analytical skills, and familiarity with both Albridge’s interface and compatible platforms. Team members typically collaborate with IT, compliance, and financial advisory teams to resolve discrepancies, implement process improvements, and maintain data integrity. Staying up-to-date on Albridge system updates and best practices can help mitigate these challenges and support efficient workflow.

What is the difference between Albridge vs Financial Advisor?

AspectAlbridgeFinancial Advisor
CredentialsTypically requires Series 7, 66, or 65 licenses; may have certifications like CFP or CFAOften holds CFP, CFA, or other financial planning certifications; Series 7/66 licenses common
Work EnvironmentPrimarily works in financial firms, data management, and client reportingWorks directly with clients, providing financial planning and investment advice
Employer & Industry UsageUsed by financial institutions for data aggregation and reportingEmployed by financial advisory firms, banks, or independently as a client-facing role

Albridge professionals focus on data management and reporting within financial firms, while Financial Advisors work directly with clients to develop financial plans and investment strategies. Both roles require relevant licenses and certifications, but their daily tasks and work environments differ significantly.

What is an Albridge specialist?

An Albridge specialist is a professional who manages and supports the use of Albridge Wealth Reporting, a platform used by financial advisors to consolidate and analyze client account data. Their responsibilities typically include data integration, report generation, troubleshooting, and training users on the system. They ensure accurate data aggregation from various sources, help advisors interpret financial reports, and maintain data security and compliance. Albridge specialists often work within wealth management firms, helping streamline client reporting and decision-making processes.

What are the key skills and qualifications needed to thrive as an Albridge Specialist, and why are they important?

To thrive as an Albridge Specialist, you need a solid understanding of financial data management, portfolio reporting, and experience in the wealth management industry, often supported by a relevant degree. Familiarity with the Albridge Wealth Reporting platform, data aggregation tools, and CRM systems is typically required. Strong analytical thinking, attention to detail, and effective communication are essential soft skills for this role. These skills enable accurate financial reporting, efficient data integration, and clear client communication, which are vital for supporting advisors and ensuring data integrity.
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What job categories do people searching Albridge jobs look for? The top searched job categories for Albridge jobs are:
Albridge jobs near you
Infographic showing various Albridge job openings in the United States as of July 2026, with employment types broken down into 86% Full Time, and 14% Part Time. Highlights an 93% Physical, and 7% Hybrid job distribution, with an average salary of $69,664 per year, or $33.5 per hour.
Advisor Experience Manager

Advisor Experience Manager

Cambridge Investment Research, Inc.

Malden, MA • Hybrid

Full-time

Posted 3 days ago

Job description

Job SummaryKey Deliverables and Responsibilities

We are seeking a resourceful, solutions-oriented Associate Director of Operations to join our team and support a nationwide network of financial advisors.

This is not a traditional back-office role. You will serve as a strategic partner to advisors, combining operational expertise, problem-solving, and business insight to help them run more efficient, scalable, and successful practices. You will play a critical role in delivering high-touch service, solving complex challenges, and contributing to initiatives that drive advisor growth and long-term success.

This role is ideal for someone who thrives in a dynamic, advisor-facing environment and takes pride in owning issues end-to-end while continuously improving how work gets done.

Key Deliverables and Responsibilities:

  • Deliver high-touch service with a focus on responsiveness, ownership, and follow-through

  • Serve as a trusted partner in resolving complex operational, service, and compliance issues

  • Ensure all advisor requests are handled with urgency, accuracy, and accountability

  • Manage and support processes across platforms including NetX (Pershing), Wealthscape (Fidelity/NFS), CLIC, and Albridge/Wove

  • Identify and implement process improvements that enhance service delivery and scalability

  • Support advisors through complex business needs, including escalations and cross-functional coordination

  • Analyze operational data to identify trends, risks, and opportunities for improvement

  • Drive initiatives that enhance service quality, efficiency, and advisor satisfaction

  • Maintain a strong understanding of operational risk and compliance considerations in an independent B/D and RIA environment

What We Are Looking For

Location: Malden, MA (hybrid attendance model)

  • 5+ years of experience in broker-dealer and/or RIA operations

  • Strong knowledge of account transfers, cashiering, new account opening/maintenance, cost basis, and fee billing

  • Experience with key industry platforms (e.g., Fidelity/NFS, Pershing, Envestnet or Folio, Morningstar, E-Money, Albridge/Wove) preferred

  • FINRA Series 7 and 66 or 65 required (Series 24 a plus)

Skills & Capabilities

  • Proven ability to deliver exceptional advisor-facing service in a high-volume, service-oriented environment

  • Strong problem-solver with the ability to navigate complex, cross-functional issues

  • Analytical mindset with a focus on process improvement and operational efficiency

  • Ability to prioritize and manage multiple demands without sacrificing quality

  • Strong communication and relationship skills; able to build credibility quickly with advisors and stakeholders

For over 70 years, Cantella has championed the independent model and provided the flexibility advisors need. Our team thrives on delivering hands-on support and real-world solutions backed by experience - not a manual. We approach every challenge with creative problem-solving and an unwavering commitment to your success. When you partner with us, you don't just get tools - you get a dedicated team invested in helping you build the future of your business.

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