Commonwealth Financial Network

  • Agile Team Lead

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

    Are you someone who doesn’t shy away from taking charge? Do you thrive in a team-oriented, creative, fast-paced, environment? Are time management, organization, and out-of-the-box strategizing your thing? Do you have razor-sharp interpersonal skills and instincts?


    As an Agile team lead, you will be responsible for the Agile team’s success by ensuring all deliverables are on time, on budget, and on strategy while focusing the team’s efforts on highest business value work. Reporting to the director of marketing operations, you will help internal clients understand their marketing needs, work with the Marketing leadership team to ensure that the Agile team is working on the right work at the right time, facilitate daily standups and other recurring meetings, resolve issues that hinder the team’s work, set and communicate expectations and deadlines for key tasks, manage the review and approval process among stakeholders, and facilitate print and fulfillment work with outside vendors.


    Key responsibilities 

    • Working with stakeholders and/or Marketing’s relationship managers to identify context and project needs
    • Evaluating each new request and determining level of effort required by team
    • Facilitating discovery and research sessions to refine the team’s backlog in order to get project requests to meet the team’s definition of ready
    • Scheduling and leading the daily standup and other recurring team meetings
    • Leading team in developing and maintaining schedules for project deliverables; setting expectations with stakeholders based on commitments
    • Using critical thinking skills to resolve conflict when obstacles arise during project life cycle by clearing blind spots and anticipating needs
    • Clearly communicating scope, timing, and or/budget changes to team; developing contingency plans, as needed
    • Working across various departments to ensure that appropriate approvals are received and deadlines are met; including necessary stakeholders at appropriate times throughout the life cycle of projects
    • Providing insights, ideas, and suggested process improvements
    • Choosing appropriate vendors; gathering specs, procuring and reviewing estimates, negotiating on cost and turnaround time, placing orders, coordinating proof approvals, and facilitating delivery of final product
    • Ensuring proper project close-out, archived files, team reflection, and feedback

    Core strengths 

    • Solution-oriented team player who is strategic, thoughtful, and passionate about his or her work
    • Capable of holding self and team accountable for responsibilities and commitments
    • Enthusiastic about problem solving from both creative and analytical perspectives
    • Adaptable, flexible, and comfortable working in a fast-paced team environment with shifting priorities and a variable workload
    • Demonstrates strong emotional intelligence, as well as strong interpersonal communication skills, to build and sustain positive relationships at all levels
    • Eager to learn; receptive to feedback and professional development opportunities
    • Ability to apply out-of-the-box solutions
    • Effective communicator; an excellent listener, speaker, and writer
    • Meticulous attention to detail, while also seeing the big picture

    Additional skills and knowledge 

    • Bachelor’s degree
    • 3+ years of experience in an operations role
    • Familiarity with digital and print marketing solutions
    • Familiarity with Agile development philosophy and methodologies is 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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