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 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 a business information security officer to join our ranks. This is a new role within the Information Security team who have recently transformed to new ways of working. We are looking for an experienced Business Information Security Officer with good information security knowledge and high impact leadership skills. This is a great opportunity to help build a high performing team in the finance industry.   Key Responsibilities  - Understanding business needs to create innovative outcomes to problems and lead teams to exceed business stakeholder expectations - Acting as an Information Security Architect who helps business understand cyber-risks and liaise with IT teams to augment security to solutions strategy - Engaging the security leadership team to influence short-term deliverables and long-term strategies driven by the voice of the business to deliver value to customers in safe, secure manner - Performing security risk assessments to reduce business risk and determine appropriate actions that align with businesses risk appetite - Establishing mechanisms to integrate with GRC to manage and communicate security risks clearly and consistently - Managing resources and budgets to deliver business and IT programs based on prioritized expectations established with program sponsors. - Engaging business and IT programs to ensure key security controls are in place for safe, secure delivery - Establishing the business information security office as the single point of contact for business and IT engagement - Managing the security support (Front Door) team with a focus on improving internal customer feedback - Continuously seeking opportunities to improve security engagement with the business, delivery of security services, solutions, support, and value - Communicating business feedback and requirements to security’s architecture and engineering teams to incorporate into strategy and planning - Identifying cross-work stream dependencies; coordinating and collaborating with various teams - Developing and supporting long-term strategy and technology roadmap to align with risk mitigation and capability gaps - Supporting cross-functional teams to investigate, analyze, and make recommendations to leadership on current strategy or operational issues - Participating in development of organization cyber scorecards to identify business strengths, weaknesses and opportunities - Collaborating with InfoSec Architecture and Engineering teams to liaise security control implementation, ensure business timelines are adhered to and provide assurance with regards to the control implementation Core Strengths and Skills - Bachelor’s degree in information systems, engineering, or a related discipline (Or equivalent training) - 8+ years’ experience with leadership positions managing executive and business stakeholders - 10+ years’ cyber security experience  cyber security - Adept at working with users and groups at all levels to establish relationships and obtain requirements - A critical thinker with an analytical mind-set and adept at evaluating opportunities to reach goals - An agile mindset with experience using agile frameworks - Knowledge of security frameworks and controls associated with mitigating cyber security risks - Experience with requirements analysis and strategic planning in a multi-platform environment - Strong consulting skills with excellent communication and collaboration skills Additional desirable Skills: - Security leadership training and certification - CISSP, SABSA, and CISA preferred - Understanding 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, etc.) 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-PA
Min
USD $125,000.00/Yr.
Max
USD $155,000.00/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 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
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 | 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 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 a cloud security engineer to join our ranks. As a cloud security engineer on the Security Architecture & Engineering team, you will be responsible for securing cloud workloads by implementing security controls that reduce threat surface, ensuring compliance, and responding to security incidents to protect an organization's cloud-based systems and data.   Key Responsibilities  - Deploy various security measures such as firewalls, encryption, and access controls to protect data and resources in the cloud - Ensure that the cloud architectures are designed with recommended security practices and standards following the principles of Cloud Adoption Framework. Working closely with application, network, and security teams to ensure that requirements are reflected appropriately in cloud architecture and design patterns - Assess and mitigate risks associated with cloud services while ensuring compliance with relevant regulations and standards, such as NIST-CSF, ISO2700x and other compliance requirements - Developing, implementing, and testing procedures for data backup and recovery as well as disaster recovery - Measure cloud security posture against assigned polices are monitored continuously, implement security controls aimed at improving the score and manage any configuration drifts that deviates from desired security measures - Write and maintain clear, concise documentation, runbooks, and operational standards, including infrastructure diagrams - Act as a subject matter expert in Cloud Security area by organizing awareness sessions and training on a regular basis; educate and mentor product teams and junior engineers - Work closely with other IT professionals, such as network engineers, system administrators, and developers to integrate security practices into all aspects of the cloud infrastructure - Provide escalation-level support for the IT organization and the corporate HelpDesk; troubleshoot issues identified during the delivery of new or existing systems and resolving them in a timely manner - Participate in several business projects to design, implement, and test security controls against functional workloads Core Strengths and Skills - 5+ years’ experience in a security engineering role protecting cloud workloads, including IaaS, PaaS, and SaaS models - Experience with commercial cloud offerings such as AWS, Azure and GCP - Experience with implementing Cloud Security Posture Management (CSPM) and Cloud Workload Protection Products (CWPP) - Strong attention to detail and an ability to manage and keep track of multiple tasks simultaneously - Experience with continuous integration (CI)/continuous delivery (CD) models within an Agile/Scrum environment a plus - Ability to work with infrastructure and application development teams to provide pragmatic security solutions and implement them within project timelines - Experience in integrating IAM with cloud-hosted workloads - Experience in implementing security through Infrastructure-as-code (IaC) - Knowledge of securing Cloud-native technologies - Knowledge of networking topologies and engineering, including DNS, Active Directory, Active Directory Federation Services (ADFS), firewalls, load balancers, and gateway devices - Experience working with regulated environments (PCI, HIPAA, etc.) - Ability to communicate and present complex information to technical and nontechnical stakeholders, both verbally and in writing - Scripting knowledge that is aimed towards automation (E.g.: Bash scripting, PowerShell, Python etc.) 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-MB
Min
USD $125,000.00/Yr.
Max
USD $140,000.00/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 RIA Services 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 advisory consultant for the RIA Services department to join our ranks. As the financial services industry continues to evolve, Commonwealth remains committed to its legacy of providing indispensable service. To support this legacy, we’re building a dedicated team for Commonwealth’s fee-only advisors. We are seeking candidates for the role of advisory operations consultant, RIA services.   Your focus will be on supporting advisors who are interested in, or fully established under, our hybrid, corporate RIA, and independent RIA affiliation models. Put your extensive knowledge of the financial services industry and superb problem-solving and analytical skills to work answering the myriad of questions that our advisors face as they continue to evolve their practices toward fee-only models, while developing a deep understanding of their unique characteristics. If you are up to the challenge, we want to speak with you!   Key Responsibilities  - Taking a consultative role by managing key and assigned fee-only practices - Building relationships with our financial advisors and their staff by consistently providing the highest level of customer service. This includes serving as the first point-of-contact by answering incoming phone calls to strategically identify and resolve critical client issues and inquiries - Educating callers on a broad range of operational topics - Staying abreast of new resources, products, and procedures, as well as industry news and regulations affecting fee-only practices - Collaborating with various internal teams to research and resolve issues - Assisting other RIA Services team members in the process of moving practices into a fee-only affiliation - Familiarity with RIA Custody technology, including CRM, portfolio accounting, trading, and fee billing software.  - Experience with RIA Custody and BD Clearing platforms  Core Strengths and Skills  - Intuitive thinker with the innate ability to piece multiple concepts together to resolve complex problems and see the big picture - Superb problem-solving and analytical skills - Familiarity with the RIA model and fee-based management - Outstanding communication, interpersonal, and relationship-building skills - 3+ years’ experience working with advisors or a financial services firm that engages in advisory business - FINRA Series 65 or 66 securities registration, 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 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-MD
Min
USD $70,000.00/Yr.
Max
USD $75,000.00/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 Technology department offers a hybrid work schedule, so you’ll be able to work from home for part of the week!   We are seeking a highly skilled and experienced DevOps cloud engineer with experience in both AWS and Azure to join our dynamic cloud team. 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 AWS/Azure cloud infrastructure code build pipelines. You will report to the cloud lead 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  - Design, implement, and maintain Continuous Integration and Continuous Delivery (CI/CD) pipeline solutions to support Infrastructure as Code (IaC) deployments. - Develop automated processes for the infrastructure build pipeline and the infrastructure release/deploy pipeline. - Perform as-needed deployments to development environments and scheduled deployments to internal validation environments and all production environments. - Develop automated processes and procedures for initial environment configuration, including infrastructure automation. - Use, communicate, and enforce coding standards. - Seek and participate in personal development opportunities to maintain a detailed knowledge of industry standards, engineering best practices, and business needs. - Provide technical support, address bug fixes, and implement enhancements to applications in production within defined service-level agreement. - Collaborate with multiple organizational departments in a dynamic and rapidly changing environment. - Adhere to development processes and workflows. - Focus on operational excellence, emphasizing the service management and DevOps approach to achieve agility, scale, and efficiency. - Establish Azure and AWS architectural standards and design automation for cloud infrastructure (Infrastructure as Code), collaborating with technology partners for optimal cloud system implementations. - Ensure the implementation of security policies, compliance requirements, and Azure/AWS best practices across all projects. - Attract, retain, and develop highly effective professionals and support staff. - Partner with security and application teams to ensure secure infrastructure that meets the company's needs. Core Strengthsand Skills - Experience building scalable cloud infrastructure and processes. - Experience in CI/CD and applying the DevOps mindset and principles. - Experience with Kubernetes and Docker. - Experience working in both Windows and Linux environments. - Experience with continuous integration platforms, with a preference for specific tools. - Experience with the following tools and technologies is preferred: - AWS & Azure Cloud - Terraform - Ansible - Azure DevOps - SonarQube - Jenkins - GitHub - Docker - Python - Experience with version-control systems and work-management systems such as Azure DevOps or other tools preferred. - Capable of problem identification and resolutions. - Ability to learn from others and adapt to standards. - Ability to express complex technical concepts effectively, both verbally and in writing. - Knowledge of client/server and internet systems architectures. - Ability to work in a team or with multiple organizational departments in a dynamic and rapidly changing environment. - Experience educating stakeholders on the impact of cloud configuration decisions. Additional Skills and Knowledge  - Bachelor’s degree in computer science or comparable field - Minimum of 5+ years of experience in one or more of the following areas: IT, information security, computer science or related field - 3+ years of experience in software development or QA experience - Strong ability to multitask and manage multiple projects. 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-2023-122
Min
USD $105,000.00/Yr.
Max
USD $125,000.00/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 | 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
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 Compliance department offers a hybrid work schedule, so you’ll be able to work from home part-time!   We’re looking for a compliance analyst to join our ranks. In this role, you’ll conduct ongoing technology application testing and third-party vendor testing for our Compliance Solutions team. The right candidate will have broad, demonstrated experience in financial services, as well as a passion for gaining knowledge of technology systems.   Key Responsibilities - Using technical and compliance knowledge to test applications and vendors to ensure continuous adherence to regulatory and firm standards - Maintaining documentation to support institutional knowledge of technology applications and vendors - Documenting test plans, results, and remediation efforts - Investigating and tracking reports of technology issues from business owners and prioritizing reported issues based on regulatory impact and risk exposure - Communicating with vendor product representatives, internal stakeholders, and subject-matter experts throughout testing, evaluation, and issue resolution - Collect, analyze, and advocate for automation use cases with the goal of improving compliance efficiencies Core Strengths and Skills - Excellent research and problem-solving skills, with exceptional attention to detail - Outstanding communication skills, both written and oral - Willingness to stay up to date on evolving industry regulations - Effective time management, organization, and prioritization skills - 2+ years of Compliance experience required 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.   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/SD-2023-EP
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 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.