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© All Rights Reserved. ApplyBlast.com
cambridge
The Performance Reporting Consultant acts as a trusted resource for financial professionals, providing support, training, and consultation on client and performance reporting solutions. This role combines customer service, financial services knowledge, and analytical problem-solving to help advisors leverage reporting technology and deliver meaningful experiences to their clients. The consultant partners with advisors, custodians, and internal teams to resolve reporting issues and promote platform adoption.
Headquarters
Fairfield, Iowa, United States
Company Size
501-1000 employees
Founded
1981
Cambridge Investment Research is a financial services company that partners with independent financial professionals to help them serve clients and grow their businesses. With over 45 years in operation, Cambridge provides resources, technology, and support designed to empower advisors while preserving their independence. The firm focuses on practice management, compliance, and client-centric guidance to enable advisor-led growth. Through its platform, Cambridge aims to help independent professionals run successful, client-focused practices.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for cambridge.
cambridge didn’t post a salary, so this is our estimate from similar listings.
22% below the average for this role
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