Commonwealth Financial Network

Senior Director, Marketing Technology and Operations

Job Locations US-MA-Waltham
Job ID
# of Openings
Marketing - Corporate Marketing
Permanent/ Full-Time


Are you a forward-thinking, self-motivated marketing operations leader with in-depth experience at designing, managing, and executing efficient and scalable workflows and systems? As our senior director of marketing technology and operations, you will take responsibility for the overall productivity of our Marketing department.


In this highly visible position, you will represent our firm’s Anything but Common® philosophy and steadfast dedication to indispensable service as you manage the day-to-day work of individual employees, the tools and technology they use, and the various production and automation needs that we face on an ad hoc basis—all with a drive for getting things done. 


Key Responsibilities 

  • Managing resource allocation and workflow of the Marketing team to reflect consistent increases in team productivity
  • Working closely with the chief marketing officer to oversee budgeting and expenses and prepare performance metrics and reports
  • Orchestrating the annual marketing planning and budget process (e.g., milestones, participants, actions, templates, calendar); ensuring that Marketing’s goals are aligned with field and advisory objectives
  • Partnering with internal teams to develop and implement a flexible, user-friendly, self-serve project intake interface that allows users to request and monitor marketing work efforts
  • Establishing standardized workflows and processes for all teams within Marketing, keeping in mind unique needs across an integrated department
  • Guiding the system configuration and ongoing evolution of marketing technologies to align with department and firm business goals
  • Directing all marketing operations functions from processes to marketing systems, including web development, workflows, service agreements, reporting, email and database management, and other technology elements
  • Providing an integrated marketing automation vision and roadmap for high-performance marketing and digital customer experience initiatives in partnership with internal Commonwealth departments
  • Overseeing the evaluation, selection, and management of vendors by technology and creative teams
  • Supervising personnel responsible for the management of Marketing’s production and fulfillment functions
  • Acting as the liaison across Marketing in troubleshooting issues, ensuring seamless communications, and contributing strategic oversight and continuous improvement efforts

Core Strengths

  • Exceptional strategic, critical thinking, and conceptual abilities; ability to contribute to strategic planning discussions
  • Strong experience with vendor management and fulfillment
  • Expert in MS Office suite and other spreadsheet and presentation tools
  • Ability to create workflow and Gantt charts using project management tools
  • Superior time management, reporting, and organizational skills
  • Outstanding listening skills; adept at identifying and communicating business and functional requirements
  • Team player with a passion for excellence
  • Advanced relationship-building skills

Additional Skills and Knowledge 

  • 8+ years in a marketing operations role with a focus on resource productivity, process redesign, and technology and automation management
  • Knowledge of agile project management concepts and execution
  • In-depth experience with marketing insights and analytics; data enrichment and management
  • Strong understanding of marketing automation tools and technologies
  • Experience integrating strategy with CRM software and marketing automation tools

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


Picture Yourself Here  

Imagine keeping company with big thinkers and even bigger doers who share a common purpose to make a profound difference. Figure in an experience-it-to-believe-it culture, massive growth potential, and benefits galore, and you get the full impression.   


We are committed to providing a supportive, equitable environment where you can bring your full, authentic self to your work every day and truly thrive in meaningful ways—personally and professionally. At Commonwealth, everyone plays a part in our success story. And in building a more diverse and inclusive workplace, we are broadening our perspectives and capabilities. Together, our potential is limitless. We invite you to join us on the path to a brighter future!


About Commonwealth  

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Eight Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.   


Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, so our employees genuinely enjoy coming to work. Our refreshing workplace culture has earned us 43 Best Place to Work awards—and counting.   


The Fine Print  

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth 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 is an equal opportunity employer, making intentional efforts to source the very best talent from all backgrounds.


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