Commonwealth Financial Network

  • Associate Relationship Manager

    Job Locations US-MA-Waltham
    Job ID
    W-2019-JB
    # of Openings
    1
    Category
    Sponsor Relations
    Type
    Full-Time
  • Overview

    Are your relationship-building and organization skills top-notch? Do you have a few years of experience in financial services and want to get into sponsor relations? As an associate relationship manager, you will join our Sponsor Relations team to support our 29-plus core product sponsors with their marketing and sales initiatives.

     

    Key responsibilities 

    • Supporting Commonwealth’s core product sponsors with their marketing and sales initiatives for the mutual fund space
    • Assisting with Commonwealth’s conferences and regional events, working closely with our conference planners to manage sponsor participation
    • Managing several sections of our intranet to ensure that we are providing our advisors with timely sales ideas and marketing collateral
    • Driving internal sponsor initiatives, coordinating sponsor meetings with other internal business units, and supporting our analyst and product teams’ sponsor initiatives
    • Building and maintaining relationships with key account managers to drive business growth for our key partners
    • Building relationships with firms that are not on our core program but are interested in working with Commonwealth
    • Monitoring and developing business planning initiatives with core product sponsors, which will include conducting and analyzing territory reviews

    Core strengths 

    • 3+ years of experience in financial services
    • Strong analytical skills in data manipulation
    • FINRA Series 6 and 63 securities registrations preferred; otherwise, will need to be obtained upon employment
    • Bachelor’s degree
    • Exceptional organization, collaboration, and people skills
    • Direct experience working with internal or external wholesalers in an investment firm a plus

    Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves. 

     

    About Commonwealth—and Our Anything but Common® Culture 

     

    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 delivering indispensable service to independent financial professionals so they, in turn, can put their clients first. Our technology, research, resources, and support—plus a variety of affiliation models—deliver what today’s independent advisors need to thrive. 

     

    That being said, we are a financial services company with a unique mission—one that encompasses purpose, vision, and core values in equal measure. Staying true to these guiding principles is the reason we are recognized so often and by so many for the quality of life we enjoy here. We believe it directly translates to a better experience for everyone: employees, advisors, clients, and our communities. 

     

    Creating a supportive culture where everyone can thrive is a mission we take seriously. From professional development to comprehensive benefits, grassroots leadership opportunities, generous bonus and stock option incentive plans, opportunities to unwind and connect, and so much more, Commonwealth is not just a great place to work—it’s a place that, for many, feels like home. 

     

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

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