Commonwealth Financial Network

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Job Locations US-MA-Waltham
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 Virtual Administration 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 new class of virtual administration specialists to join our next training program, which begins in June 2024. Commonwealth’s Virtual Administration team is a group of focused, highly organized, and service-minded problem solvers who work directly with our independent financial advisors, acting in the capacity of a member of the advisor’s office staff. Our team provides middle office support functions, such as document preparation and submission, account opening and updating, CRM management, meeting preparation, money movement requests, and client support. Our new team members will receive two months of training before working with their first office.    Key Responsibilities - Working as a virtual member and operational point of contact for advisors’ offices and providing task ownership, support, and coordination with other Commonwealth departments - Collaborating with various internal operational teams across the firm to research and resolve complex issues - Managing client data in Commonwealth’s CRM platform to create and distribute reports, prepare for client meetings and calls, and create procedure workflows - Submitting money movement requests and working with partner departments to resolve issues - Monitoring alerts and advisor action items and proactively collaborating on responses to time-sensitive requests - Building relationships by consistently providing the highest level of customer service Core Strengths and Skills - Comfortable adapting to a variety of environments, and able to cultivate lasting relationships with advisors - Superior problem-solving skills, with a detail-oriented approach to task execution - Strong written communication skills and ability to take detailed and accurate notes - Strong active listening skills and ability to communicate complex information clearly and concisely - Ability to learn, understand, and apply new information quickly - Highly refined time management and organizational skills, with the aptitude to use multiple systems - Ability to thrive on a highly collaborative team - At least two years of experience working in a financial advisory firm preferred; other relevant experience considered - Proficient in Microsoft Word, Excel, and Outlook, with knowledge of CRM applications 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 44 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.   
Job ID
W-2024-KB
Min
USD $55,000.00/Yr.
Max
USD $65,000.00/Yr.
Job Locations US-MA-Waltham | US-Remote
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 Project Management 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 transformation manager to join our ranks. As transformation manager, you will be providing leadership and guidance to deliver transformative initiatives across the business, working in partnership with business leaders and key stakeholders. You will provide expertise in recommending, influencing, and facilitating organizational, business, and process change throughout the company.   Key Responsibilities - Leading and navigating complex change scenarios by inspiring and motivating teams through transitions, fostering a culture of adaptability, and managing resistance effectively - Creating adequate levels of governance (planning, reporting, tracking, and risk management) for effective decision making and value realization - Developing and implementing transformation value by translating strategy into tangible actions, identifying areas for improvement and design comprehensive processes to drive business transformation and growth. - Leveraging data and analytics to drive transformation initiatives, evaluate and offer solution options and propose thematic broad-scale business challenges to be addressed and improved, backed by insightful analysis. - Partnering with business leaders to drive the transformation initiatives with strategic impact and ensuring value is realized Core Strengths and Skills - Experience in driving and delivering strategy and transformation leadership experience in technology, operations, or financial services - Proven effective collaborator with high execution quotient, operating in a fast-moving, matrixed, relationship-focused environment; comfortable with ambiguity and evolving strategies - Ability to collect, analyze, and summarize data and prepare clear, concise reports 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.   
Job ID
W-2023-107
Min
USD $120,000.00/Yr.
Max
USD $145,000.00/Yr.
Job Locations US-MA-Waltham
Ifyou’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 Transfer of Assets 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 transfer of assets analyst to join our ranks! Our Transfer of Assets department is a hard-working yet fun team responsible for all account transfers into and out of Commonwealth. Our group, which spans both coasts, is driven by attention to detail and following policies, procedures, and regulations to a T—all while providing Commonwealth’s signature level of indispensable service. We are looking for a self-motivated and customer service–oriented team player. The right candidate will quickly earn the trust and respect of our advisors, as well as his or her coworkers.   The expected working hours are 9:30am-6:30pm ET.   Key Responsibilities - Reviewing and processing requests for incoming transfers - Communicating with advisors’ offices to resolve NIGOs, as well as any issues that arise along the transfer life cycle - Logging detailed notes and applying statuses to pending incoming transfers - Communicating with our clearing firm, NFS, as well as many different delivering firms to troubleshoot transfer issues - Serving as an informational resource for our Service Center, advisors, and their staff via queue calls and emails - Striving to constantly improve our internal processes Core Strengths and Skills  - Strong commitment to accuracy, details, and logical decision making - Superb analytical abilities and problem-solving skills - Keen eye for process improvements and quality assurance - Excellent verbal and written communication skills, as well as listening skills - Organized, patient, positive, and ambitious - Deadline driven - Proficient with Microsoft Word and Excel - Experience working with financial advisors or in an advisory firm a plus - FINRA Series 7 registration a plus - Desire to work for a department with a culture all its own at a company that prides itself on providing indispensable customer service 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 44 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.   
Job ID
W-2024-VS
Min
USD $55,000.00/Yr.
Max
USD $63,000.00/Yr.
Job Locations US-MA-Waltham | US-Remote
Whether 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 competitive 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 system engineer to join our ranks. This position requires an experienced candidate with a proven track record of maintaining, implementing, and ensuring exceptional performance and reliability for server infrastructure and core systems. If you’re proficient in the management, administration, and support of Microsoft servers, server virtualization, and a variety of other systems, we want to hear from you!   Key Responsibilities - Implement, oversee, and support on-premise and cloud infrastructure for Microsoft Windows servers, Windows Active Directory (including GPOs), Office 365, Entra ID (formerly Azure AD), Microsoft 365, Exchange, Azure cloud and VDI, storage systems, and VMware vSphere. - Install, configure, test, troubleshoot, and maintain servers (physical and virtual). - Manage and monitor all installed systems and infrastructure. - Collaborate with other departments and provide post-project escalated technical support. - Solve problems related to installation, implementation, maintenance, and operations of hardware and software components. - Track client issues by updating and closing tickets. - Document the build, deployment, and continuing operations of servers and related system applications and processes. Core Strengths and Skills - Bachelor's degree in computer science, information systems, engineering, or a related technical discipline - 3+ years’ experience as a systems administrator, junior systems engineer, or equivalent role supporting Windows server in both physical and virtualized environments - 5+ years’ in-depth experience with server infrastructure and Microsoft Windows Architecture in a multisite environment - Scripting skills with PowerShell required; other scripting shells a plus - Knowledge of networking fundamentals (e.g., OSI network layers, TCP/IP, DNS) - Comprehensive knowledge of server management in large corporate environments, including security, security policy compliance, and exception or change processes - Knowledge of underlying supporting technologies, including IIS, DHCP/DNS, endpoint protection, systems management, optimization tuning, and high-availability configurations (e.g., Microsoft Clustering, Load Balancing) Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves.    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 health care 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.   
Job ID
W-2023-SR
Min
USD $103,000.00/Yr.
Max
USD $115,000.00/Yr.
Job Locations US-MA-Waltham
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 Marketing 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 social media specialist to join our ranks. In this role, you’ll support our Mgr., Social Media Strategy in efforts to scale Commonwealth’s online presence. From interdepartmental collaborations to campaigns, content management, and creative ideation, you’ll help drive best-in-class social practices and ensure details are in place.   Key Responsibilities - Overseeing day-to-day organic social media efforts across key platforms including scheduling, posting, and QA - Assisting in content management; working closely with social strategist and project manager to support a fast-paced, high volume creative team - Facilitating broader and deeper brand-to-audience relationships through community management and outreach - Assisting in recurring and campaign-specific reporting, performance monitoring, and other ad hoc needs - Managing relationships including, but not limited to, owning cross-team communications for content calendars and facilitating optimized SME social media relationships in tandem with Compliance with confidence - Actively participating in creative efforts ranging from monthly content calendars to campaigns (organic and paid) Core Strengths and Skills - Strong verbal and written communication skills, with an ability to adapt communication style to suit different audiences - Strong copywriting and visual intelligence skills - Self-starter who takes initiative and understands the balance of asking questions and self-education - Solution-oriented; You can pinpoint a problem or inefficiency to get ahead of it or begin thinking through qualitative or quantitative approaches to potential solutions. - Demonstrated ability to take ownership of the work you do and see it through from conception to execution - Highly collaborative and solution-oriented - Impeccable attention to detail - Highly organized and able to effectively manage time and prioritize tasks in a high-volume setting - Innately positive and want to have fun at work while being a productive, active contributor to the team - Comfortable working with all levels of individuals (leadership, SMEs, creative teams) across the organization - Continuous learner who is interested and resourceful, and likes to stay at the forefront of ever-evolving social channels, trends, and best practices - Analytical with the ability to look at and digest data, combined with a marketing intuition and the ability to identify relevant and interesting social trends. Additional Skills and Knowledge - Bachelor’s degree in Marketing, Journalism, or Communications - 3-5 years of social media experience; finance and/or regulated industries experience a plus. - Excellent and efficient skills using Microsoft 365 suite - Deep, thorough knowledge of key social platforms like Facebook, Instagram, LinkedIn, X, TikTok, YouTube, et al. - Experience using paid media across various social channels - Experience working with CMS tools like Sprout and HubSpot 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 44 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.   
Job ID
W-2024-027
Min
USD $75,000.00/Yr.
Max
USD $85,000.00/Yr.
Job Locations US-Remote
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 or remote work schedule, so you’ll be able to work from home for part of the week!   We’re looking for a cloud engineer - azure infrastructure specialist to join our ranks. In this role, you will be responsible for powering Commonwealth’s mission of migrating applications and workloads to Public Cloud. Your primary task will include designing, implementing, and managing Azure cloud infrastructure to ensure scalability, security, and reliability. You will report to Sr Cloud Manager and contribute to all cloud related projects. Your experience in managing cloud and software engineering teams, along with a proven track record of delivering leading-edge technology infrastructure, is essential for success in this role.   Key Responsibilities - Technical Leadership: Provide guidance, mentorship, and technical leadership to the Cloud team, ensuring best practices and standards are followed in Azure infrastructure design, implementation, and maintenance.  - Day-to-Day Support: Offer day-to-day support for Azure infrastructure, including troubleshooting, issue resolution, and performance optimization. - Azure Policy and Governance: Develop and enforce Azure Policy to ensure compliance with organizational standards and regulatory requirements. Implement governance frameworks to manage resources effectively. - Azure Networking and Routing: Design, implement, and manage Azure networking solutions, including virtual networks, subnets, VPN gateways, and routing configurations. Ensure optimal network performance and security. - Application Gateway and App Services: Configure and manage Azure Application Gateway to optimize application delivery and security. Deploy and manage Azure App Services for scalable and reliable web applications. - Security Best Practices: Implement security best practices in a Landing Zone Architecture environment, best-practices for securing Azure PaaS, Role Based Access Control (RBAC), data encryption, network security, and threat detection. - Powershell/AZ CLI Automation: Develop PowerShell/AZ CLI scripts and automation workflows to streamline routine tasks, deploy infrastructure as code (IaC) using Terraform and Terraform Cloud, and automate configuration management in Azure. - Cost Management and Optimization: Implement cost management and optimization practices to monitor, analyze, and control Azure spending. Identify opportunities for cost savings through resource consolidation, rightsizing, and reserved instances. - Collaborate with cross-functional teams to deliver efficient and reliable cloud solutions by building out hybrid Cloud environments and leading large migrations. - Delivering operational excellence; focusing on the service management and DevOps approach to achieve agility, scale, and efficiency. - Setting Azure and AWS architectural standards and designing automation for Cloud infrastructure (Infrastructure as Code); working with our technology partners to design best-in-class Cloud system implementations. - Partnering with security and application teams to ensure that infrastructure is secure and meets the company’s needs. Core Strengths and Skills:  - Bachelor’s degree in computer science, Computer Engineering, Information Technology, or equivalent field of industry related experience. - Minimum of 10+ years of experience in IT, with at least 5 years of hands-on experience in Azure infrastructure design and implementation. - Must hold at least two of the following certifications: Azure Solutions Architect Expert, Azure Networking Associate, Azure Security Associate. - Strong proficiency in Azure services and solutions, including but not limited to virtual networks, Azure Active Directory, Azure Policy, Azure Security Center, Azure Monitor, and Azure Resource Manager. - Demonstrated experience with PowerShell/AZ CLI scripting and automation tools for Azure. - In-depth knowledge of networking principles, protocols, and technologies, including TCP/IP, DNS, and VPN. - Excellent understanding of security concepts and best practices in cloud environments, with experience in implementing security controls and compliance frameworks such as CIS Benchmarks and NIST standards. - Strong analytical and problem-solving skills, with the ability to troubleshoot complex issues and propose effective solutions. - Experience with container orchestration and lifecycle management, Kubernetes, AKS\EKS preferred. - Experience with Azure DevOps for CI/CD and infrastructure as code (IaC) solutions, using Terraform or Terraform Cloud and GitHub preferred. - Effective communication skills, with the ability to collaborate with cross-functional teams and articulate technical concepts to non-technical stakeholders.  Additional Skills and Knowledge  - Familiarity with AWS cloud platform. - Log Analytics Workspace and writing Kusto Queries. - Familiarity with Databricks platform. - Experience with AWS Code Build & Code Pipeline using Terraform and Terraform Cloud. - Strong ability to multitask and manage multiple projects. 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.   
Job ID
W-2023-SK
Min
USD $145,000.00/Yr.
Max
USD $170,000.00/Yr.
Job Locations US-MA-Waltham
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 Data Engineering 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 senior API developer to join our ranks. As a Senior API developer, you will be responsible for data integration, data collection as well as establishing Data and API integration architecture standards and integrating to lake house architecture to support our Commonwealth business solutions.   Key Responsibilities - Developing and supporting the integration of SaaS applications such as Salesforce and ServiceNow - Processing, moving, transforming and integrating data to help generate insights and provide advanced analytics across Commonwealth business groups - Interfacing with business-aligned IT teams to design, build, and launch efficient and reliable API and data pipelines - Moving and transforming data (both large and small amounts) - Meeting with application teams to understand requirements and recommend high-level direction and approach to upcoming projects - Ensuring the availability, performance, scalability, and security of the production environments - System troubleshooting and problem solving Core Strengths and Skills - 7+ years’ experience in Data, ETL, and real-time integration with APIs using various integration tools (MuleSoft preferred) - Strong Experience with of data modeling, data warehousing, data integration tools - Experience with AWS and Azure cloud, and associate components and functions - Knowledge of integrating with Salesforce using APIs and ETL - Proficiency in SQL and experience with relational databases, noSQL and graph databases - Knowledge of BI Tools like PowerBI, Tableau etc. - Strong communication skills with both technical and non-technical clients - Extensive Experience with API integration using MuleSoft and building AWS and Azure based applications and development frameworks is highly desired. - Hands-on experience with AWS/Mule RTF is required. 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 44 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.   
Job ID
W-2024-026
Min
USD $125,000.00/Yr.
Max
USD $140,000.00/Yr.
Job Locations US-MA-Waltham
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 accounting department offers a hybrid work schedule, so you’ll be able to work from home for part of the week!   The senior accountant will oversee general accounting operations by controlling and verifying financial transactions.  This role combines excellent analytical skills with a thorough knowledge of accounting principles to analyze financial reports and forecasts.  The ideal candidate has experience collaborating and/or managing a team of accountants. Key Responsibilities - Maintaining monthly general ledger entries and facilitating monthly close schedules - Monitoring bank balances via an online interface; recording activity to the general ledger daily - Preparing accurate and timely monthly account reconciliations, financial statements, and analysis - Communicating with external auditors and assisting with all audit schedules and reports - Preparing accurate and timely internal and external reports - Initiating process improvements in applicable accounting functions - Documenting, analyzing, and communicating monthly transactional details - Maintain, monitoring, and documenting strong internal controls - Cross-training in various other accounting functions Core Strengths and Skills - Bachelor’s degree or higher in accounting or finance - 3-5 years accounting/finance experience (CPA license and public accounting experience preferred) - Strong understanding of accounting theory, GAAP, and a willingness to research and resolve accounting issues - Experience with medium to large ERP and accounting systems (Great Plains a plus) - Proficiency with Microsoft Excel, including pivot tables - Highly detail-oriented with strong analytical and organizational skills - Ability to work and operate independently with minimal daily direction from manager to accomplish objectives - Ability to work cooperatively and collaboratively with all levels of employees, management, and external parties 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 health care 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.
Job ID
W-2023-133
Min
USD $80,000.00/Yr.
Max
USD $105,000.00/Yr.
Job Locations US-MA-Waltham
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 Retirement Operations 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 retirement operations specialist to join our ranks. We provide retirement account support and process distribution requests for all types of retirement plans. You’ll assist Commonwealth’s advisors with retirement plan–related issues, helping answer account inquiries, performing account maintenance procedures, and solving technical issues. All in a day’s work!   Key Accountabilities   - Handling the daily processing of retirement distributions, according to IRS regulations - Responding to questions from Commonwealth advisors regarding retirement plans in an accurate and timely manner - Keeping current on applicable laws and changes in the retirement landscape - Disseminating information regarding 401(k) and IRA/qualified plan guides via phone, email, important notices, conferences, training sessions, and publications - Performing administrative duties related to retirement plans - Participating in a variety of departmental projects - Taking on additional responsibilities, as requested Core Strengths and Skills - 1–2 years’ experience in a financial services environment - Excellent customer service skills - Desire to work hard and be a team player - Bachelor’s degree a plus - Punctual throughout the day, with strong organizational skills - Highly organized; able to handle multiple tasks, retain information, and use available resources to find the right answer - Strong commitment to accuracy, details, and logical decision-making Additional Skills and Knowledge - FINRA Series 7 securities registration or initial Securities Industry Essentials exam a plus - Experience working at a financial advisory firm or in the financial service industry preferred 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 44 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.   
Job ID
W-2024-KR
Min
USD $60,000.00/Yr.
Max
USD $66,000.00/Yr.
Job Locations US-MA-Waltham
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 Transitions 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 project manager to join our ranks. The transitions team is looking for an experienced project manager to join a dynamic, fast-paced team providing high touch service and support to financial advisors in any transition experience within our firm. This candidate will be responsible for working alongside the leadership team to prioritize key projects while maintaining responsibility for planning, executing, and delivering projects on time, within budget, and according to specifications.   The project manager will work closely with cross-functional teams to ensure all project requirements, deadlines, and objectives are met. Key Responsibilities - Developing comprehensive project plans, including timelines, budgets, resource allocation and risk management strategies - Leading project teams in executing project plans, ensuring tasks are completed on schedule and within budget; monitoring progress and adjust to achieve project goals - Serving as the primary point of contact for stakeholders, keeping them informed of project status, milestones, and potential risks. Communicate effectively with leadership, team members, and other stakeholders to ensure current and future projects align with team priorities - Coordinating resource allocations, including personnel and technology, to support project activities - Managing budgets and expenses to optimize resource utilization and financial goals - Implementing quality control measures to ensure that deliverables meet established standards and specifications - Conducting regular reviews to identify improvement opportunities and implement corrective actions - Identifying and mitigating potential risks to minimize their impact to project outcomes; proactively address issues to keep project on track and within scope - Maintaining accurate project documentation, including plans, status reports, and meeting minutes; Preparing progress reports and presentations for the leadership team and stakeholders Core Strengths and Skills - 5+ years’ experience with project management (PMP certification a plus) - Strong leadership and team management skills, with ability to motivate and inspire team members - Excellent presentation, communication, and interpersonal skills, facilitating effective collaboration with cross-functional teams and stakeholders - Strong analytical and problem-solving skills, with ability to anticipate and mitigate project risks - Knowledge and experience with agile processes and principles - Salesforce experience 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 44 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.   
Job ID
W-2023-071
Min
USD $90,000.00/Yr.
Max
USD $140,000.00/Yr.
Job Locations US-MA-Waltham
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.   
Job ID
W-2024-001
Job Locations US-MA-Waltham
Ifyou’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 Advanced Planning 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 paraplanner to join our ranks. The Advanced Planning department provides educational and consultative financial planning strategies to our more than 2,000 independent financial advisors. Dedicated to helping their clients achieve their wealth management goals, our advisors lean on us to help them understand complex issues. Research plays a large part in the daily support we provide. As a virtual paraplanner, you will work closely with our network of financial advisors to create and assist in the delivery of financial plans. You will be primarily responsible for providing financial planning support through assisting with plan creation, analysis, and recommendation. Acute attention to detail is a must, as are effective communication skills.   We are a small group, with just 10 people on our bicoastal team. Given our consultative nature, we’re known for supporting one another, advisors, and colleagues to get our goals accomplished.   Key Responsibilities - Attending discovery, partnership development, and other virtual meetings as requested - Conducting data gathering calls and virtual meetings with advisors and/or clients to obtain information required to develop or update the financial plan - Assisting with developing, implementing, and updating financial plans using planning software provided by the firm - Working collaboratively with advisors to put finishing touches on the plans and assist in client delivery as needed - Using appropriate software and calculators to run calculations, projections, and side-by-side comparisons (e.g., mortgages, 529 plans, and social security) - Communicating with advanced planning consultants and other allied professionals, as needed. - Collaborating with RightCapital for troubleshooting on plans, if needed - Analyzing clients’ income, taxes, insurance policies, expenses, assets, and debt (at least annually), updating this information in CRM and planning software - Uploading clients’ estate planning documents, tax returns, insurance policies, investment account statements, household balance sheets, and all other relevant documentation to their household in Investor360° - Gathering insurance quotes as needed, working alongside Ash Brokerage - Reading trade journals, publications, the Commonwealth Business Review, and articles featuring the industry - Reviewing clients’ goals and risk profile with the advisor - Coaching advisors to quarterback the client relationship with clients, other professionals (e.g., an attorney or CPA), as well as helping advisors focus on the strategic big picture while walking them through planning issues - Reviewing clients’ planning objectives to help identify opportunities to meet their needs Core Strengths and Skills - Familiarity with plan creation using financial planning software (experience with RightCapital planning software a strong plus) - Excellent knowledge and communication of financial planning concepts and terminology - Basic knowledge of and ability to explain products, such as mutual funds, stocks, bonds, insurance, and annuities - Proficiency with computer programs, including Microsoft Office and CRM systems - Ability to proofread and quality check own work in accordance with firm/regulatory criteria - Excellent time-management skills, including the ability to prioritize workload and meet deadlines - Ability to identify and solve problems in a timely, efficient, and effective manner - Demonstrated experience in using available resources to answer questions and resolve problems - Ability to learn and efficiently use multiple technology platforms Additional Skills and Knowledge  - Bachelor’s degree from an accredited university - CFP® (or willingness to work toward certification) desirable - Prior experience in financial services 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 44 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.   
Job ID
W-2023-067
Min
USD $60,100.00/Yr.
Max
USD $85,200.00/Yr.
Job Locations US-OH-Cincinnati
Whether you’re looking for a high-energy, inclusive atmosphere or 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 opportunities for flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, our Service Center offers a hybrid work schedule, so you’ll be able to work from home for part of the week!   We’re looking for an operations support specialist to join our ranks in Cincinnati, Ohio. Commonwealth’s Service Center is a caring and fun team of service-minded operations professionals. Through our phone queue, we are the first point of contact for our advisors and their staff. We aim to deliver a great customer experience on every call. We accomplish this by partnering with our advisors and their staff to understand their needs and expectations, sharing best practices, assisting with operational requests, and collaborating with other subject-matter experts to find the right solutions to meet our callers’ goals.   In this role, you will be responsible for supporting an extensive range of operational processes and procedures and providing indispensable service through effective communications. In doing so, you will have dynamic opportunities to embrace our unique culture and community. Your mission will be to build strong, trusting relationships with our financial advisors and their staff by using your industry knowledge and our expert resources. To help achieve this, our team uses an extensive in-house training program to prepare you for a successful career in our Service Center.   We are currently recruiting for a new class of operations support specialists to join our next training program, which begins on June 24, 2024. The expected working hours are 9:30 a.m. - 6:30 p.m. ET.   Key Responsibilities - Providing indispensable serviceto our advisors and their staff in our phone queue by learning and following our business model (more than 80 percent of your day will be dedicated to answering incoming phone calls to identify and resolve operational issues and inquiries) - Building trusting relationships with our financial advisors and their staff by understanding their needs and expectations - Educating callers on best practices for a broad range of operational topics and ensuring that their end goals are met - Staying current with new resources, products, and procedures, as well as industry news and regulations - Collaborating with various teams across the firm to research and resolve complex issues - Upholding Commonwealth’s legacy of providing indispensable service—a level of service so satisfying that our advisors would never want to be without it Core Strengths - Service-minded with a positive attitude - Friendly and empathetic, with a focus on building meaningful and lasting relationships - Ability to learn, retain, and apply new information quickly in a variety of scenarios - Proven critical thinking skills; ability to identify the best possible solutions by asking the right questions - Superb listener with outstanding communication skills, both verbal and written - Punctual; strong organizational skills - Desire to work in a department with a uniquely supportive culture at a company that prides itself on working hard and playing hard Additional Skills and Knowledge - Experience in a service-oriented environment is a plus - FINRA Series 7 securities registration or a willingness to acquire it - Experience working at a financial advisory firm or in the financial service industry preferred 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 health care 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; San Diego, California and a new office opening soon in Cincinnati, Ohio.   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 44 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.  
Job ID
C-2024-NL
Min
USD $47,000.00/Yr.
Max
USD $55,000.00/Yr.
Job Locations US-MA-Waltham
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 network operations center engineer to join our ranks. This role will also assist our site reliability engineers in configuring monitoring tools to ensure complete observability into the company’s infrastructure and applications while responding to incoming alerts to resolve or triage incidents.   Key Responsibilities  - Managing our monitoring and alerting tools to ensure full visibility into all IT systems - Monitoring network and server performance and proactively address potential issues - Working closely with application and Infrastructure teams to swiftly resolve ongoing incident - Conducting routine checks and maintenance tasks to ensure optimal network functionality - Utilizing performance monitoring tools to identify network and system bottlenecks - Providing clear and timely communication to stakeholders during incidents - Capturing information for ongoing incidents and escalate to Technology teams for resolution - Maintaining accurate documentation of network maintenance tasks and incident resolutions - Resolving problems, root cause analysis, and capture documentation to reduce future issues - Being part of a 24x7 support team with on-call rotation Core Strengths and Skills - 3+ years’ experience with a variety of monitoring and alerting vendors (Dynatrace, Datadog, Splunk). SEIM experience a plus - Understanding of networking protocols and technologies (TCP/IP, DNS, DHCP, VPN) - Must have hands-on experience designing, deploying, and maintaining monitoring and alerting software such as Dynatrace and Datadog, and escalation tools such as OpsGenie or Pager Duty - Solid knowledge of and previous experience using scripting technologies (e.g. PowerShell or Python) - Excellent verbal and written communication skills - Proven ability to troubleshoot and resolve production issues while making sensible decisions in times of stress 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 44 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.   
Job ID
W-2024-018
Min
USD $83,000.00/Yr.
Max
USD $95,000.00/Yr.
Job Locations US-MA-Waltham | US-Remote
Ifyou’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 master data management (MDM) data architect to join our ranks. The right candidate will play a pivotal role in defining and implementing MDM strategies and solutions to maintain high-quality, consistent, and reliable master data across the organization. They work closely with stakeholders, data engineers, and data governance teams to ensure that data is properly managed and used effectively to support business processes and decision-making.   Key Responsibilities - Design MDM solutions: Collaborating with business and IT stakeholders to understand data requirements and design MDM solutions - Data modeling: Creating data models and data dictionaries for master data entities, ensuring that data attributes are clearly defined, standardized, and documented - Reltio configuration: Configuring and customizing the Reltio platform to meet specific business needs, including data models, data hierarchies, match and merge rules, and data workflows - Data governance: Establishing data governance policies, standards, and best practices to ensure data quality, consistency, and compliance with regulatory requirements - Data integration: Defining data integration processes to synchronize master data across various systems, applications, and databases, ensuring data consistency and accuracy - Data quality management: Implementing data quality checks, validation rules, and data profiling techniques to identify and rectify data quality issues. - Metadata management: Managing metadata repositories to document data lineage, data ownership, and data usage - Performance optimization: Optimizing the performance and scalability of MDM solutions on the Reltio platform - Training and support: Providing training and support to end-users, data stewards, and administrators on effectively using the Reltio platform - Documentation: Maintaining comprehensive documentation of MDM solution architecture, Reltio platform configurations, and data governance processes Core Strengths and Skills  - Bachelor’s or master’s degree in computer science, information technology, or a related field - Proven experience in designing and implementing MDM solutions with a focus on the Reltio platform - Strong knowledge of Reltio platform features and capabilities - Familiarity with data modeling, data integration, and data quality management concepts - Understanding of data governance principles and practices - Project management experience 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.  
Job ID
W-2024-PK
Job Locations US-MA-Waltham
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 marketing 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 junior content strategist to join our ranks. Your strategies and plans will resonate with our existing customers and spur them to take action. If you are a thoughtful strategist who can work cross-functionally without missing details, this might be the role for you!   Reporting to the director of content strategy, or designee, you will support content creation, curation, distribution, and evaluation of corporate and product content to existing customers across various communication channels and content platforms. The right candidate is passionate about telling the company and product stories, is an expert at tackling both the high-level vision and day-to-day tactics, and comfortable delving into data to inform continuous content improvement.   Key Responsibilities - Assist in Crafting Content Strategies: - Collaborating with content strategists to develop content strategies that consider personas, content pillars, and various marketing components - Participating in brainstorming sessions and strategy meetings to provide insights and ideas for effective content planning - Team Collaboration and Messaging Development: - Working closely with marketing teams and senior marketing leadership to understand and contribute to the creation of messaging that aligns with marketing and business goals - Assisting in coordinating with external subject-matter experts (SMEs) to gather information and insights for content creation - Content Planning and Coordination: - Collaborating with cross-functional teams to support the development of content plans spanning multiple business units - Assisting in coordinating efforts with various departments, ensuring alignment with overarching content strategies - Cross-Functional Collaboration: - Working with creative teams to contribute to content development and execution - Assisting in integrating insights and feedback from cross-functional teams to enhance the quality and impact of content - Content Calendar Management: - Supporting in managing and auditing the content calendar to ensure that content execution aligns with the established content strategy - Collaborating with team members to ensure deadlines are met and content is published according to the schedule - Content Optimization and Analysis: - Assisting in the evaluation of content data and insights to contribute to the optimization of content strategies - Collaborating with senior team members to act on insights, making data-driven recommendations for continuous improvement and goal achievement  Core Strengths and Skills - Passionate about storytelling, challenging existing ways of thinking, and execution - Generates innovative and engaging content ideas with flair - Successfully managing and balancing multiple projects and partners at once - Ensures precision, maintains accuracy in content creation and execution - Strong in project management and systems - Deep knowledge of using data and insights to guide decision-making - Has a natural curiosity for new and developing industries; Financial industry knowledge a plus - Expertise in verbal and written communication, including exceptional grasp of the English language, grammar, spelling, punctuation, and usage - Experience working on and with cross-functional teams that include writers, designers, editors, and strategists - Understanding of how content type selection impacts performance across channels and audiences - Proficient in content management systems, email marketing tools, and content scheduling and tracking platforms - Understanding of SEO and SEM best practices Required Qualifications - Experience in communications, marketing, public relations, journalism, English, or related field - 1+ years of experience in content creation, execution, and strategy with track record of success - Continuous learner who will keep pace with evolving trends - Exceptional communication and interpersonal skills (written and oral) - Excellent time-management, organization, and leadership skills; thrives under pressure. 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 44 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.   
Job ID
W/SD-2024-014
Min
USD $50,700.00/Yr.
Max
USD $56,400.00/Yr.
Job Locations US-CA-San Diego
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 marketing 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 junior content strategist to join our ranks. Your strategies and plans will resonate with our existing customers and spur them to take action. If you are a thoughtful strategist who can work cross-functionally without missing details, this might be the role for you!   Reporting to the director of content strategy, or designee, you will support content creation, curation, distribution, and evaluation of corporate and product content to existing customers across various communication channels and content platforms. The right candidate is passionate about telling the company and product stories, is an expert at tackling both the high-level vision and day-to-day tactics, and comfortable delving into data to inform continuous content improvement.   Key Responsibilities - Assist in Crafting Content Strategies: - Collaborating with content strategists to develop content strategies that consider personas, content pillars, and various marketing components - Participating in brainstorming sessions and strategy meetings to provide insights and ideas for effective content planning - Team Collaboration and Messaging Development: - Working closely with marketing teams and senior marketing leadership to understand and contribute to the creation of messaging that aligns with marketing and business goals - Assisting in coordinating with external subject-matter experts (SMEs) to gather information and insights for content creation - Content Planning and Coordination: - Collaborating with cross-functional teams to support the development of content plans spanning multiple business units - Assisting in coordinating efforts with various departments, ensuring alignment with overarching content strategies - Cross-Functional Collaboration: - Working with creative teams to contribute to content development and execution - Assisting in integrating insights and feedback from cross-functional teams to enhance the quality and impact of content - Content Calendar Management: - Supporting in managing and auditing the content calendar to ensure that content execution aligns with the established content strategy - Collaborating with team members to ensure deadlines are met and content is published according to the schedule - Content Optimization and Analysis: - Assisting in the evaluation of content data and insights to contribute to the optimization of content strategies - Collaborating with senior team members to act on insights, making data-driven recommendations for continuous improvement and goal achievement  Core Strengths and Skills - Passionate about storytelling, challenging existing ways of thinking, and execution - Generates innovative and engaging content ideas with flair - Successfully managing and balancing multiple projects and partners at once - Ensures precision, maintains accuracy in content creation and execution - Strong in project management and systems - Deep knowledge of using data and insights to guide decision-making - Has a natural curiosity for new and developing industries; Financial industry knowledge a plus - Expertise in verbal and written communication, including exceptional grasp of the English language, grammar, spelling, punctuation, and usage - Experience working on and with cross-functional teams that include writers, designers, editors, and strategists - Understanding of how content type selection impacts performance across channels and audiences - Proficient in content management systems, email marketing tools, and content scheduling and tracking platforms - Understanding of SEO and SEM best practices Required Qualifications - Experience in communications, marketing, public relations, journalism, English, or related field - 1+ years of experience in content creation, execution, and strategy with track record of success - Continuous learner who will keep pace with evolving trends - Exceptional communication and interpersonal skills (written and oral) - Excellent time-management, organization, and leadership skills; thrives under pressure. 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 44 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.   
Job ID
SD/W-2024-014
Min
USD $50,700.00/Yr.
Max
USD $56,400.00/Yr.
Job Locations US-MA-Waltham | US-Remote
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 an infrastructure services engineer to join our ranks. An infrastructure services engineer will provide reliable and flexible support to all components of Commonwealth’s infrastructure, including systems, networking, data center operations, cloud infrastructure, telecom, and others. This role will be dedicated to maintenance and management of these systems, as well as responding to all alerts to ensure maximum reliability.   Key Responsibilities  - Performing regular changes to a wide variety of infrastructure components - Administer and oversee all deployed systems and infrastructure - Perform regular maintenance on all infrastructure systems, such as Server OS, VMWare, etc. - Respond to system alerts generated during and after business hours - Troubleshoot issues that arise on infrastructure components, and work closely with other Technology team to resolve ongoing problems - Perform problem resolution, root cause analysis, and implement projects to reduce future issues - Implement automation and scripting to reduce manual tasks - Document systems and configurations for ease of support for other members of the team - Be part of a 24x7 support team with on-call rotation Core Strengths and Skills  - 3+ years’ experience with a variety of infrastructure tools (VMWare, Cisco, Windows Server OS, etc.) - Experience with public cloud providers (AWS, Azure) and associated infrastructure management a plus - Knowledge of networking protocols and technologies (DNS, DHCP, SNMP, TCP/IP) - Solid knowledge of and previous experience using scripting technologies (PowerShell or Python) - Thorough understanding of managing servers in large corporate settings, covering security protocols, compliance with policies, and handling exceptions or changes - Excellent communication and documentation skills - Ability to work well as part of a large team - Proven ability to troubleshoot and resolve production issues while making sensible decisions in times of stress 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 44 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.   
Job ID
W-2024-017
Min
USD $105,500.00/Yr.
Max
USD $125,000.00/Yr.
Job Locations US-MA-Waltham
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 Information Security department offers a hybrid work schedule, so you’ll be able to work from home for part of the week!   We’re looking for an information security risk analyst to join our ranks. Do you have a passion for information security and risk management? Are you a risk professional and leader seeking a challenge within a growing business? Our high-performance Information Security Governance, Risk and Compliance (GRC) team is looking for a service-focused individual to support the implementation of our framework and drive effective security risk management.   This is a new role within a recently formed team that is revolutionizing how our organization identifies, assesses, manages, and monitors information security risk. You will work closely with other members of the Information Security and Technology teams to ensure continuous operational success.   Key Responsibilities - Collaborating with our Security GRC Manager and Risk Lead on projects and assessments. - Support development and maintenance of operational risk management framework, policies, and procedures to guide the organization's approach to managing operational and tactical security risk for the business, integrating with internal IT risk and ERM processes - Develop approach and framework for implementing Risk-as-a-Service, conducting risk assessments for the advisor estate, leveraging solutions and automation to support threat and risk identification, and support risk management process for advisor consumption - Providing support for capability and risk assessments, threat identification and reporting, and recording data in our risk management platform. - Performing security assessments and workshops for new and existing IT services, architecture, technologies, equipment, processes, and procedures; identifying weaknesses in controls or solutions and recommending appropriate resolutions - Evaluate the effectiveness of existing security controls and safeguards and recommend enhancements to mitigate identified risks. - Creating key performance and risk indicators to identify organizational security monitoring metrics. - Identifying, assessing, and measuring changes in the internal and external risk landscape; supporting reprioritization, improvement, and pivoting of security programs. - Researching and documenting key required regulations; assisting with internal and external audits. - Contributing to additional governance-related activities, such as program tracking and information security program management, executive reporting, developing project requirements, forecasting costs, and continuously improving processes. Core Strengths and Skills - 2-3 years of experience in Information security risk management and/or audit experience in cyber risk management, preferably in big 4 or in the insurance and financial services industry. - Solid knowledge of and interest in technology, with a basic understanding of networks and network security. - Strong understanding of information security principles, practices, and technologies, including risk assessment methodologies, security controls, and regulatory requirements (e.g., NIST 800-30, FAIR, etc.) - Experience conducting risk assessments, developing risk management frameworks, and implementing risk mitigation strategies. - Experience working with internal or external auditors. - Strong communication and interpersonal skills with the ability to collaborate effectively with cross-functional teams and stakeholders. - Flexible, reliable, and dependable. Focused and able to follow direction. - Professional demeanor, including strong writing and oral communication skills. - Can work independently to deliver on projects, as well as collaboratively with the team. - Willingness to learn quickly and independently; take charge of completing projects with minimal supervision. - Thinks outside the box, challenging current processes (where applicable) to innovate and identify improvement opportunities. Additional Skills and Knowledge - Relevant IT/cybersecurity certifications are a plus. - IT risk analysis and business risk profile preparation experience. - Finance or writing project management skills, a plus. - Understanding of risk register and remediation tracking management. - Experience working within an IT controls framework and evaluating related risks. - Excellent knowledge of information security and related principles. - Exceptional computer skills and experience with Microsoft Office (Word, PowerPoint, Excel) is a must. - Basic knowledge of relevant federal and state compliance regulations (e.g., SEC, FINRA, CCPA, MA 201 CMR17, NYDFS, etc.) and its relevance from an Information Security perspective. - Familiarity with information technology standards and publications of best practice guidelines for computer security (e.g., IT Handbook, ISO/IEC, NIST, CIS). - Knowledge of risk identification, quantification, and reporting processes. 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 44 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.  
Job ID
W-2024-025
Min
USD $82,800.00/Yr.
Max
USD $99,300.00/Yr.
Job Locations US-MA-Waltham
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 Information Security department offers a hybrid work schedule, so you’ll be able to work from home for part of the week!   We’re looking for an email and data security engineer to join our ranks. Are you an experienced security engineer with strong knowledge and technical expertise? As a Commonwealth email and data security engineer, you will be a key member of the Information Security Engineering team. You will use your strong understanding of email systems, data and communication security solutions, and design processes to enable and deliver resilient email and data security services. You will work collaboratively with the Information Security teams to ensure that solutions and services are designed and adopted effectively. A key responsibility of this role will be performing maintenance and support functions for the company’s email and data security systems. This role will allow us to create a more reliable and secure environment. This is a new position within a growing team that’s transforming the way we work.   Key Responsibilities     Email Security: - Email Security Technology Design: Designing and implementing secure email architectures, including the selection and configuration of email gateways, filtering systems, and encryption technologies - Anti-Phishing Measures: Implementing anti-phishing solutions to detect and prevent phishing attacks - Spam and Malware Protection: Configuring and managing spam filters and antivirus solutions - Encryption and Data Loss Prevention (DLP): Deploying encryption mechanisms to protect sensitive information within emails and implementing DLP solutions to prevent unauthorized disclosure of CFN confidential data - Authentication Protocols: Configuring and enforcing email authentication protocols such as SPF (Sender Policy Framework), DKIM (DomainKeys Identified Mail), and DMARC (Domain-based Message Authentication, Reporting, and Conformance) - Incident Response: Developing and implementing incident response plans to quickly identify and mitigate email security incidents, including the investigation of security breaches and the recovery of compromised accounts. Includes integration with CFN SIEM/SOAR platforms - Security Awareness Training: Providing training and awareness programs for users to recognize and respond to email-based threats, promoting a security-conscious culture within the organization - Policy Development and Compliance: Developing and enforcing email security policies to ensure compliance with industry regulations and standards, as well as internal security requirements - Continuous Monitoring and Analysis: Implementing tools and processes for continuous monitoring of email traffic, analyzing logs, and staying informed about emerging threats to proactively adapt security measures - Collaboration with IT and InfoSec Teams: Working closely with IT teams, email administrators, and the InfoSec team to integrate email security measures with overall organizational security strategies Data Security: - Data Security: Implementing and maintaining data security controls to ensure compliance with relevant regulations and industry standards - Data Security Best Practices: Collaborating with other IT teams and the business to integrate data security best practices into development and operations processes - Microsoft Information Protection: Configuring and deploying Microsoft Information Protection in a hybrid environment to enable data discovery, classification and labeling - Data Loss Prevention: Deploying, managing, and maintaining endpoint and network data loss prevention solutions - Continuous Security Assessments: Performing security assessments and identifying vulnerabilities in data systems - Data Encryption Solutions: Developing and implementing data encryption strategies across all critical systems and network - Ongoing Documentation: Designing and documenting data flow charts and security diagrams for existing and future solutions - Data Security Liaison: Acting as a subject matter expert by responding to internal and external customer inquiries regarding the company’s information security systems, incidents, and issues  Core Strengths and Skills - Strong knowledge and understanding of email, data security architecture, protocols, and controls - Deep knowledge of email and data security investigations - Expertise in implementing and managing email-based data loss prevention - Expertise with threat detection and response tools including Microsoft 365 advanced threat protection and Proofpoint or similar technologies - Ability to stay positive, and adapt quickly to changing business requirements - Ability to think through problems and visualize strategic solutions - Strong understanding of email and data security issues and threats and how they can be manifested in complex environments - Understanding of email security fundamentals and common protocols (DNS, SMTP, IMAP, IMAPS, DMARC, DKIM, SPF) - Strong communication, consultative, influencing, and presentation skills  Additional Desirable Skills and Knowledge - Bachelor’s degree in information systems or a related discipline, or equivalent training - 5+ years of related work experience in email or data security role - Technical expertise inemail and data security systems such as Microsoft 365 and Exchange Online, Varonis, SASE, or other third-party email security solutions - Expertise in designing and implementing Microsoft 365, Azure, and AWS data security controls - Experience with Azure Information Protection - Ability to implement, administer, and troubleshoot email infrastructure services - Experience with email incident response processes and procedures - Understanding the best practices, control frameworks, and applicable existing and new legal/regulatory requirements (SEC S-P Rule, FINRA cybersecurity recommendations, data privacy and breach notification laws, ISO 27001, NIST CSF and SP 800-53, CIS, CSA CCM, PCI DSS, and others)  - Security-related certifications such as OSCP, GCIH, GCIA, Proofpoint Administrator, MS365 Security administrator 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 44 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. 
Job ID
W-2024-VK