Commonwealth Financial Network

Business Analyst - CRM

Job Locations US-MA-Waltham
Job ID
# of Openings
Technology- Application Solutions
Permanent/ Full-Time


Do you love finding creative solutions to business problems using technology? Are you adaptable, flexible, and comfortable working in a fast-paced environment? If so, you may be the right fit for our expanding Application Solutions Development team.


We are looking for someone who’s highly creative to join us in working to help design, develop, and deliver the most modern and efficient tools and business solutions. As a team, our areas of focus include the development and support of internal systems, as well as third-party applications; product management; business systems analysis; software quality assurance and automation; development operations; database analysis and development; release management; cloud platform solution architecture; web development; and UI/UX design.


Key responsibilities

  • Working with Scrum teams responsible for the design and implementation of Commonwealth’s applications and solutions
  • Providing creative technology solutions to our company’s business problems
  • Gathering and documenting business requirements; going above and beyond to understand the client’s complete business need and put a plan into action
  • Meeting with subject-matter experts to identify and document all system requirements
  • Taking information from client meetings and putting it into system requirement documents/user stories that our Development team will use to build the application
  • Collaborating with the other members of the Technology department to develop project documentation, UI design, and other key artifacts
  • Conducting walk-throughs of all completed specifications with the team to ensure that the documentation is complete and development estimates are accurate
  • Serving as the main liaison between business users and Development staff to ensure that all requirements are met on schedule; communicating business requirement changes to the business users
  • Completing and distributing documentation in a timely manner so that everyone is kept up to date on status and any issues that need to be resolved
  • Working with vendors to implement new systems or modify tools we currently use

Core strengths

  • Adaptable, flexible personality; comfortable working in a fast-paced environment with constant changes
  • Excellent written, verbal, and presentation skills, with the ability to facilitate meetings
  • Detail oriented; ability to multitask and meet deadlines
  • A solid understanding of technology
  • Ability to think out a problem creatively and not just look at by-the-book solutions
  • Strong organizational and analytical skills
  • Comfortable working independently, but also a team player
  • Demonstrated problem-solving skills; ability to think outside the box
  • Experience with all stages of a project life cycle, including planning, analysis, design, construction, and testing
  • Strong computer skills, including Microsoft Office suite and Visio; ability to learn new applications
  • Some project management experience a plus

Additional Skills and Knowledge

  • 5 years of experience in business analysis and requirements definition for IT systems
  • Experience in Agile development process and Scrum
  • Prior experience with Salesforce CRM implementations
  • Financial services background a plus
  • Previous experience with Jira is a plus

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, Seven 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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