If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Technology department offers a hybrid work schedule, so you’ll be able to work from home for part of the week!

We’re looking for a platform manager to join our ranks. The platform manager will join our expanding and innovative advisor digital solutions team to help drive the success of our technology platform. This individual will act as primary liaison between our internal product and service teams and our technology partners to coordinate, facilitate, and execute the successful delivery of vendor program enhancements to align with our technology roadmap. They will collaborate with key internal subject matter experts and platform analysts and take a project management role ensuring timely and efficient flow of work from inception to completion. They will also passionately advocate for our advisor community and look for opportunities to influence and promote our technology needs.

Key Responsibilities

• Facilitate and cultivate strong relationships with our technology partners
• Work closely with our technology partner implementation leads to deliver product enhancements and ensure reporting and accountability on project activities
• Collaborate with the vendor platform manager to ensure team policies and processes are aligned with the established organizational standards; Continually develop and refine vendor engagement standards
• Establish and facilitate optimal levels of communication between internal business stakeholders, including change management, L&D, InfoSec, QA, and platform analysts
• Report on project activities via Jira and building out metrics to track project and platform execution success; Achieve project milestones established via the vendor engagement model
• Work closely with internal subject matter experts and platform analysts to track and manage project activities for product enhancements and prioritization
• Proactively communicate project level status, issues, and risks to appropriate stakeholders
• Conduct periodic status meetings with internal stakeholders and leadership
• Recommend and/or lead new process improvements when needed

Core Strengths and Skills

• Excellent presentation, writing, and listening skills
• Strong communication skills
• Enthusiastic, dynamic, confident, and highly motivated self-starter with a strong work ethic and an intense focus on achieving results
• Effective collaborator get things done, while also building and nurturing strong relationships
• Is a continuous learner who adapts quickly and positively to change

Additional Skills and Knowledge

• Strong problem-solving, issue resolution and project or program coordination
• Bachelor’s Degree related to Information Technology or Project Management field of study
• A minimum of 3 years’ experience coordinating and/supporting IT business processes and projects
• Experience with financial services or similar industry
• Knowledge of incident and program tracking software like Jira and ServiceNow a plus

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? 

Picture Yourself Here  

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That’s why we invest in you—we encourage employee growth both in your career and education; we are building out a robust diversity, equity, and inclusion program; we offer incredible healthcare benefits; and we find plenty of occasions to celebrate. What’s not to love? 

We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you. 

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. 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, which has earned us 43 Best Place to Work awards.   

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 talent from all backgrounds.