Commonwealth Financial Network

  • Director, Software Strategy

    Job Locations US-MA-Waltham
    Job ID
    # of Openings
    Technology - Business Systems Strategies
  • Overview

    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 38 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 (bocce tournament, annual turkey fry, summer outing, etc.) yet have the financial stability to offer you the best training and technology money can buy. Conveniently located on the commuter rail near the intersection of I-95 and the Mass Pike, we’re accessible from anywhere—and away from the congestion of a downtown commute.
    Discover what it’s like to be psyched to come to work every day! We offer you:


    • Generous bonus and stock option incentive plans
    • Use of our chairman’s vacation properties (Cape Cod, Lake Winnipesaukee, Sunday River, Key Biscayne, Las Vegas, Park City, the Bahamas, and the Dominican Republic) at no cost
    • Fully paid maternity leave (12 weeks) and spousal leave (3 weeks)
    • An opportunity to participate in our Idea Lab, a fun and dynamic program that lets us dedicate time to experimentation
    • 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

    For more than 20 years, Commonwealth has been focused on leveraging technology for its community of independent financial advisors. Right alongside our reputation for providing indispensable service, our technology platforms are a key differentiator for the nearly 1,800 advisors who choose to affiliate with us.
    To support this reputation, we look to bring on a creative leader and reliable problem solver—someone with extensive financial services software product management experience who can help us set the long-term vision and strategy for Commonwealth’s software. Excellent communication and presentation skills are a necessity, as you will be communicating this strategy to all relevant stakeholders.
    If you have the product management expertise and leadership qualities to help us develop and execute on this vision, then let’s introduce ourselves.


    • Determining our industry’s customer needs and desires, identifying needed market information, and performing research to obtain it
    • Making recommendations and collaborating on the nature and scope of present and future financial services software product lines by reviewing product road maps and stories; appraising new product ideas and changes
    • Helping Commonwealth bring new software to market by analyzing proposed product requirements and development programs
    • Assessing market competition by comparing the company’s product with competitors’ products, both direct and indirect (e.g., Google versus Commonwealth search)
    • Coordinating product line communications by defining overall marketing communication objectives with the Marketing and Training teams
    • Ensuring that software strategies are consistent with company vision
    • Communicating with Commonwealth advisors and their staff, as well as home office employees, on an ongoing basis to discuss their use of our products; incorporating this feedback to close software product gaps
    • Managing and inspiring our software product strategists by coaching them to their fullest potential
    • Maintaining your own professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, etc.
    • Coordinating all product requirements and road maps across Scrum teams
    • Improving the execution and efficiency of our software process by working with all Scrum team functional leaders
    • Designing ways to track product use (analytics) and impact on end users


    • A creative leader and a reliable problem solver
    • At least 10 years of financial services software product management expertise, preferably in a B2B SaaS environment
    • Extensive experience in software product/development life cycle management, especially in Agile development
    • A background in software development and program management
    • Strong familiarity with Agile methodology and frameworks
    • Proven organizational and leadership abilities; experience managing and mentoring senior- and mid-level staff
    • Great presentation skills, both one-on-one and in front of large audiences
    • Excellent communication skills, including the ability to manage up and down


    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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