Commonwealth Financial Network

Wealth Management Platform Development Coordinator

Job Locations US-MA-Waltham
Job ID
W-2021-197
# of Openings
1
Category
Investment Consulting Services
Type
Permanent/ Full-Time

Overview

Do you thrive in a collaborative, customer-oriented environment? Is your approach to work organized and thoughtful? Our Wealth Management department is seeking a confident candidate who enjoys project coordination and prides themselves on delivering consistent indispensable service to both colleagues and advisors.

 

As a platform development coordinator on the Wealth Management team, you will work with various members of the Wealth Management team to develop and ensure that initiatives are documented and completed in a timely manner. You will also collaborate with colleagues across the firm on new and existing products, platforms, strategies, projects, and collateral material, all designed to align with Commonwealth’s mission and enhance the advisor-client experience.

 

Key Responsibilities

  • Working closely with various Wealth Management teams to support, collaborate, and coordinate the process for new and existing products, platforms, strategies, updates (web and marketing) and collateral material
  • Coordinating, organizing, maintaining, and reporting on project status
  • Managing daily, monthly, and yearly project logistics and tasks
  • Scheduling meetings; keeping and recording meeting minutes
  • Collecting and analyzing feedback to gauge satisfaction and success
  • Overseeing the forms process for Wealth Management-related initiatives to ensure that they convey a consistent message, are compliant, and accommodate all affiliation types

Core Strengths

  • Capable of communicating and excelling in a collaborative environment
  • Strong writing, verbal, and time management skills
  • Computer literate (Microsoft Word and Excel experience is required)
  • Ability to manage multiple projects at a time

Additional Skills and Knowledge

  • High school diploma or GED required, college degree a plus
  • One year of financial services experience or one year of Commonwealth experience
  • An understanding of the broad spectrum of investment-related products and services, including advisory platforms, asset allocation, mutual funds, exchange-traded funds, and separate accounts

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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