Commonwealth Financial Network

Director, Corporate Strategy

Job ID
# of Openings


Commonwealth Financial Network® is the largest privately held Registered Investment Adviser–independent broker/dealer in the U.S., with offices in Waltham, Massachusetts, and San Diego, California. Since 1979, we’ve been helping our field force of independent financial professionals help investors pursue their financial goals. We do that by providing them with the technology, research, resources, and support that allow them to keep their focus on what’s most important: investors and their financial objectives.


With that said, we are not your typical financial services firm. For starters, we’re a fast-growing company, and we think and have fun like a start-up. Conveniently located on the commuter rail near the intersection of Route 95 and the Mass Pike, we’re accessible from anywhere—and away from the congestion of a downtown commute.


Commonwealth recognizes that our people are our greatest asset by investing in training and professional development. As a result, Commonwealth has been recognized 38 times (and counting) as one of the Best Places to Work by top publications in the region (Boston Globe, Boston Business Journal, San Diego Business Journal, San Diego Union-Tribune), as well as in the IT industry (Computerworld). With high marks in areas such as work environment, work/life balance, job satisfaction, and opportunities for advancement, Commonwealth is a place where you can thrive.


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 (Cape Cod, Lake Winnipesaukee, Sunday River, Key Biscayne, Las Vegas, Park City, the Bahamas, and the Dominican Republic)
  • A more relaxed, “dress for your day” dress code
  • A free on-site fitness center
  • 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

Commonwealth is looking to bring on a director of corporate strategy to lead and support a range of efforts built upon a thorough and ongoing SWOT analysis of the firm and our industry. Working both independently and in a team environment, the director will be responsible for continually evaluating, developing, and tracking overall strategy, as well as serving as a thought leader and resource on a variety of issues.
Business consulting experience in finance, technology, or operations is a must, as are exceptional communication, project management, analytic, and problem-solving skills. If you think you have what it takes—the background, experience, and drive—then let’s talk. 


  • Understanding the firm’s existing and potential primary markets (intermediary and direct-to-consumer wealth management) and uncovering growth opportunities
  • Continually conducting detailed competitive market, trend, economic, and financial analyses; informing the firm of the strategic implications; and presenting an array of options for growth
  • Demonstrating a deep understanding of industry landscapes within the context of global, economic, technology, demographic, and social trends
  • Performing quantitative and qualitative analyses to inform business decisions and accurately anticipate future impact on the firm; assessing processes to determine how to minimize rework and improve quality, efficiency, and ability to meet client requirements
  • Developing models for various scenarios, such as new products or services, consumer segmentation, breadth and depth of existing and potential markets, capital expenditures, and product pricing
  • Supporting the transformation of strategic initiatives into defined business plans and ensuring that all business units are aligned with the overall strategic direction
  • Providing thought leadership and nurturing long-term partnerships to help form opportunities aligned with our overall business strategy
  • Helping to develop and foster a culture of process thinking throughout the organization
  • Identifying relationships with potential strategic partners


  • MBA preferred, with 2–7 years of business consulting experience
  • Preferred areas of focus include operations, management, banking, technology platforms, wealth management, intermediary financial advice market, investment banking, corporate development, strategy consulting, or private equity and venture capital
  • Deep analytical skills and exceptionally strong problem-solving skills; an excellent decision maker who’s able to see patterns and think quickly
  • Outstanding interpersonal, presentation, and writing skills, including the ability to interact with all levels within and outside of the organization
  • Ability to effectively tailor communications for different groups and stakeholders
  • Ability to break down complex transactions into their fundamental components and develop business cases to support recommended actions
  • Superior project management skills with impeccable attention to detail
  • Demonstrated success as a partner with project teams and as an individual contributor, while managing multiple priorities and commitments seamlessly
  • Certification in Lean Six Sigma or other process improvement methodologies a plus


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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