Commonwealth Financial Network

Technology Training Specialist

US-CA-San Diego
Job ID
# of Openings
Technology - Support Services


We are not your typical financial services firm. For starters, we’re a fast-growing company with 30 percent of our employee head count in technology. We’ve been recognized as a Best Place to Work 36 times (and counting), and Computerworld has ranked us highly nationwide for the past 11 years as one of the best places to work in IT—and for good reason. We think and have fun like a start-up (mini-golf tournaments, outdoor movie nights, summer outings, holiday bashes, etc.) yet have the financial stability to offer you the best training and technology money can buy. Conveniently located in the heart of downtown San Diego at the intersection of First and A streets, our office is a short walk to the COASTER, a few blocks from the entrance to both the 5 and the 163, and close to the 94.

Discover what it’s like to be psyched to come to work every day! We offer you:


  • A generous bonus plan
  • Stock options and use of vacation properties (Las Vegas, Key Biscayne, New England, the Bahamas, and the Dominican Republic)
  • A more relaxed, “dress for your day” dress code
  • An opportunity to participate in our Idea Lab, a fun and dynamic program that lets us dedicate time to experimentation
  • Discounted athletic and swim club memberships  
  • Ample opportunity to volunteer with and support local charities
  • A VTO (volunteer time off) day to use toward a cause that’s important to you
  • Tuition reimbursement
  • Free breakfast on Fridays
  • A competitive benefits package—and much more

About the Opportunity

Are you a tech-savvy, service-driven team player who is well versed in out-of-the-box approaches to training, such as podcasts and videos? We are looking for someone with these strengths—and more—to help formulate training curriculums for internal HelpDesk employees, as well as for Commonwealth advisors. Working closely with our product and project managers, technology consultants, and training team in Waltham, Massachusetts, you will help ensure that our training platform is organized, dynamic, and relevant.
If you think you have what it takes, then let’s talk.


  • Designing and conducting training, including onboarding, for technology support services (HelpDesk)
  • Training Commonwealth advisors and their staff on Commonwealth technology applications
  • Helping the team create ways to better analyze our training programs, allowing us to measure and quantify the programs’ effectiveness
  • Working closely with senior members of the HelpDesk and technology consultants to stay current on any training needs, in order to design and implement a curriculum to address those needs
  • Creating and updating training materials
  • Teaching and/or facilitating internal technology training, as needed


  • Bachelor's degree in an IT-related field or 1–2 years of related experience in helpdesk or phone support
  • Technology training experience
  • General understanding of customer relationship management (CRM) technologies and practices
  • Comfortable using out-of-the-box strategies, such as podcasting, video, and teleconferencing, to keep training fresh and dynamic, as well as to accommodate an off-site audience, when necessary
  • Familiarity with Exchange environment and Microsoft Office Suite, a plus
  • Mobile device (iPhone, Droid, etc.) knowledge, a plus
  • Networking basics, software installation, and virus remediation skills, a plus
  • Financial services industry experience, a plus


Additional skills needed to succeed in this role:

  • Extremely high-level customer service skills
  • Strong attention to detail
  • Excellent phone manner, as well as listening and follow-up skills
  • Resourceful, self-starting professional
  • Strong desire to establish and maintain relationships
  • Proactive problem-solving skills
  • Must be comfortable speaking in front of people
  • Positive attitude


Have we piqued your curiosity? Can you see yourself thriving in this career opportunity, as well as our Anything but Common® workplace culture? If so—and if your background and experience align with our needs—please do submit your application right away.


Commonwealth Financial Network® is an equal opportunity employer that is committed to a diverse workforce.



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