Commonwealth Financial Network

Team Lead, Marketing

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


Are you a solution-oriented team player who is also strategic, thoughtful, and passionate about your work? Commonwealth’s Marketing department is looking to bring an energetic and reliable team lead on board to serve as the point of entry for advisors marketing requests. By providing general guidance and consultation, you will be the point of contact for advisor marketing requests. Additionally, you will be working with Commonwealth’s financial advisors—who are the nicest and among the most successful in the industry.


Reporting to the manager of advisor marketing, this position requires a general knowledge of digital marketing best practices and strong project management—not to mention excellent communication skills. Our ideal candidate will have a has a superior commitment to customer satisfaction and an innate ability to problem solve.


Key responsibilities:

  • Responding to advisor inquires and requests via email and phone
  • Facilitating the management of advisor requests by performing upfront consultation and coordination with team members
  • Understanding digital and print marketing un order to translate advisors’ goals into solutions
  • Working closely with internal marketing groups to execute advisor requests
  • Managing project timelines to ensure quality and timeliness
  • Crafting client-friendly communications
  • Escalating advisor requests that are out of scope and requiring senior management’s attention
  • Coordinating the successful completion of assigned projects in a dynamic environment

Core strengths:

  • Adaptable, flexible, and comfortable working in a fast-paced team environment with shifting priorities and a variable workload
  • Eager to learn, receptive to feedback, and interested in pursuing professional development opportunities
  • Strong emotional intelligence, as well as strong interpersonal communication skills, in order to build and sustain positive relationships at all levels
  • 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
  • Knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook) technologies
  • Experience in meeting and exceeding customers’ expectations
  • Commitment to providing indispensable customer service

Additional skills and knowledge

  • Bachelor’s degree in marketing, communications, or a related discipline
  • 5 years of experience in marketing communications or client services at an agency
  • Experience 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.


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.


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


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