Commonwealth Financial Network

  • Account Manager

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

    Are you a passionate account manager who enjoys building relationships, managing projects, and developing brands to help tell their story?


    The account manager role at Commonwealth is a crucial function within our Marketing department. In this role, you will be on the front lines of advisor communication and marketing needs. You will develop relationships with Commonwealth’s financial advisors, as well as internal stakeholders, and work to empower all parties to make the most of opportunities. Reporting to the advisor brand manager, this role requires strategic oversight, strong client relationship management, and knowledge of digital (website, email, and social media) marketing best practices, along with expert project management and communication skills.


    Key responsibilities

    • Identifying and serving up solutions to business problems and engaging directly with financial advisors as a strategic planner
    • Building strong, sustainable relationships and teams internally and externally, with the ability to deliver streamlined communications
    • Presenting and writing comprehensive creative briefs that inform and guide the work of creative writers and designers
    • Understanding and articulating digital marketing strategy, reviewing analytics to uncover insights, and using data to support initiatives such as web strategy and design
    • Leading project management from strategy to execution, including understanding objectives, consumer needs, overall scope, and timeline constraints

    Core strengths

    • Strategic thinker; adept in analyzing and articulating brand benefits and differentiators
    • Cross-functional leader and collaborator; ability to contribute in a fast-paced team environment while juggling numerous projects of varied size and scope
    • High-energy business partner with a positive attitude
    • Strong listener and presenter with superior attention to detail
    • Commitment to providing indispensable customer service
    • Flexible and adaptable to changing situations
    • Comfortable in a fast-paced, dynamic environment

    Additional skills and knowledge

    • Bachelor’s degree in marketing, communications, or a related discipline
    • 5–7 years of experience in advertising account management, marketing strategy, or marketing communications

    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.


    We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth Financial Network® will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.


    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed