Commonwealth Financial Network

  • Operations IT Product Associate

    Job Locations US-MA-Waltham
    Job ID
    # of Openings
  • Overview

    So you’re looking for something different in a financial services firm? In that endless sea of online job postings, you want to find the best work/life balance for yourself (of course!). On the list of your “must haves” is a high level of focus on your individual development. It is also important for you to be part of a profitable and modern company culture— one that considers its commitment to delivering indispensable service and its legacy of having fun equally valuable. We hear you!


    Our progressive company is dedicated to helping you grow as a professional, all while enjoying events like our annual bocce tournament, in-house clubs, movie trivia, cornhole games, potlucks, summer outings, holiday bashes, and more. If you are looking for a unique opportunity where your talents can make a difference on a broad scale, then our engaging Operations team is the place for you. Come join us, and be a part of something special.


    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

    Are you a creative and open-minded problem-solver with effective time-management and communication skills? We are looking for an operations-savvy team member with these qualities—and more—to serve as a liaison between our internal clients and Technology.
    In this highly collaborative position, you will be adding value to our projects by strategizing on the best approach and deliverable, helping to move projects through the pipeline from the idea phase to successful rollout. You will also be responsible for researching and documenting new project ideas, maintaining the Operations project list, and updating systems to reflect changing priorities accordingly. As your experience and expertise grow, you may begin running some of these projects.
    If you think you have what it takes, let’s introduce ourselves.


    • Maintaining a project prioritization list for all of the IT projects within Operations
    • Researching and developing project overview statements for all ideas and potential projects that are presented within Operations
    • Responding to and logging advisor feedback
    • Contributing to collaboration sessions on the next iteration of some larger products
    • Providing business testing support for Operations products
    • Serving as an IT liaison between internal clients and Technology for web update projects; potentially working on additional projects as the need arises


    • College degree, as well as 2+ years of experience in operations; experience with multiple Operations departments a plus
    • A demonstrated understanding of SharePoint, Excel, web, and database systems; familiarity with Agile/Scrum methodology a plus
    • Knowledge of operational workflows and products
    • Strong creative-thinking skills to evaluate problems from different perspectives while keeping an open mind
    • Ability to consistently provide a high level of attention to detail
    • Strong communication skills—both written and oral; able to persuade diplomatically
    • Effective time-management and organizational skills
    • Able to work effectively and collaboratively with all levels of the organization
    • Self-motivated


    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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