-
Project Manager, Advisor Transitions
6 days ago
Commonwealth Financial Network Waltham, United StatesOverview: · If youre 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 focus ...
-
Transition Assistance Advisor
6 days ago
CTR Management Group LLC Wellesley Hills, United StatesJob Description · Job DescriptionDescription:The Chief of the National Guard Bureau, IAW Public Law , Sec 513, established a program to provide professionals (to be known as Transition Assistance Advisors (TAAs) in each State, the District of Columbia, and any territory of the Un ...
-
Manager of College
2 days ago
Tenacity Allston, United States**OVERVIEW OF TENACITY** · Founded in 1999, Tenacity's mission is to improve the scholastic, character, and physical development of urban youth through a combination of academic instruction and tennis instruction/competition with a focus on life skills. With almost 200 students a ...
-
Care Transitions RN Case Manager
2 days ago
Beth Israel Deaconess Medical Center Boston, United States Full timeWhen you join the growing BILH team, you're not just taking a job, you're making a difference in people's lives. · Job Type: · RegularScheduled Hours: · 40Work Shift: · Day (United States of America)The RN Case Manager working in the Triad Model of Care Transitions partners with ...
-
Pathway Coach
4 days ago
Bunker Hill Community College Boston, United StatesReporting to the Director of Advising & LifeMap, the Pathway Coach will use an equity-based and student-centered philosophy, to help students stay engaged and on track to complete their academic program. In addition to assisting students with exploring career interests and the de ...
-
Deputy Chief of Qco
3 days ago
Massachusetts Bay Transportation Authority Boston, United States**Salary** · - $144, $190,550.00 Annually**Location** · - 10 Park Plaza, Boston**Job Type** · - Full-Time**Job Number** · **Department** · - MBTA - General Manager**Area** · - 002-Quality Compliance & Oversight**Opening Date** · - 05/07/2024**Closing Date** · - 5/21/2024 11:59 PM ...
-
Senior Accountant
3 days ago
Quantum Dynamics East Side, United StatesOsborne Clarke Job Description · We are the law firm for the world of tomorrow. As one of the most dynamic international business law firms in Germany, Osborne Clarke provides top-level legal services. With over 500 employees at our locations in Berlin, Hamburg, Cologne, and Muni ...
-
Pathway Coach
4 days ago
Bunker Hill Community College Chelsea, United StatesReporting to the Director of Advising & LifeMap, the Pathway Coach will use an equity-based and student-centered philosophy, to help students stay engaged and on track to complete their academic program. In addition to assisting students with exploring career interests and the de ...
-
Metrowest Medical Center Framingham, United States Full time**MetroWest Medical Center** is the largest community health care system between Worcester and Boston. MetroWest Medical Center is committed to providing high quality, comprehensive care, at a location close to home. The 307-bed regional healthcare system includes Framingham Unio ...
-
RIA Transition Consultant
3 days ago
Commonwealth Financial Waltham, United StatesOverview · 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 focuse ...
-
RIA Transition Consultant
1 week ago
Commonwealth Financial Network LLC Waltham, United StatesJob Description · Job ID: W-2024-EB · # of Openings: 1 · Category: Transition · Type: Permanent/ Full-Time · } · Overview · 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 ...
-
RIA Transition Consultant
3 days ago
Commonwealth Financial Network LLC South Waltham, United States· Job ID: W-2024-EB · # of Openings: 1 · Category: Transition · Type: Permanent/ Full-Time · } · Overview · 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 ...
-
Risk Manager I
3 days ago
Eastern Bank Lynn, United StatesThe primary function of the VP Risk Manager I is to provide the primary support for the bank's Operational Risk Management infrastructure. This individual acts as an agent of change as the corporation transitions to an enterprise perspective of risk management. Primary responsibi ...
-
RIA Transition Consultant
1 day ago
Commonwealth Financial Network Waltham, United StatesJob ID: W-2024-EB · # of Openings: 1 · Category: Transition · Type: Permanent/ Full-Time · } · Overview · 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 a ...
-
RN Case Manager Full Time Days
2 days ago
Saint Vincent Hospital Worcester, United States Full timeSaint Vincent Hospital offers a whole new experience in health care. By combining our advanced, state-of-the-art facility with our commitment to providing the best quality of life to the many members of our Worcester community. Saint Vincent Hospital excels at offering the best c ...
-
RIA Transition Consultant
1 week ago
Commonwealth Financial Network Waltham, United StatesOverview: · If youre 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 focus ...
-
Investment Operations Consultant
5 days ago
Commonwealth Financial Network LLC Waltham, MA, United StatesType: Permanent/ Full-Time · } · 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, ...
-
RIA Transition Consultant
4 days ago
Commonwealth Financial Network LLC Waltham, MA, United StatesJob ID: W-2024-EB · # of Openings: 1 · Category: Transition · Type: Permanent/ Full-Time } Overview 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 4 ...
-
Investment Operations Consultant
1 week ago
Commonwealth Financial Network LLC Waltham, MA, United StatesType: Permanent/ Full-Time · } · 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, ...
-
Consulting Fees Specialist
5 days ago
Commonwealth Financial Network Waltham, United StatesOverview: · If youre 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 focus ...
Product Manager, Advisor Transitions - Waltham, United States - Commonwealth Financial Network
Description
OverviewWhether 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, the Transitions department offers a hybrid work schedule, so you'll be able to work from home for part of the weekWe are looking for a dynamic and innovative product manager to join our ranks.
You will play a key role in leading our strategy for moving to a digital-first future while also identifying and driving improvements to our current process of supporting financial advisors in any transition experience within our firm.
Working with the management team, you will be responsible for understanding our clients' current and future needs, researching best-in-class solutions, and leading critical strategic projects.
Key ResponsibilitiesDefining the ideal state, development, and implementation road map for a digital advisor transition experience incorporating best practice principles for user experience and interaction design
Translating ideal state design into comprehensive business requirements for the development team
Determining and implementing strategies that strive toward creating scale through process efficiencies, workflow, and technology enhancements
Creating process flow diagrams, collaborating with stakeholders on standard operating procedures and controls for updating processes
Communicating recommendations, solutions, and project status with leadership and main stakeholders
Driving all decisions, changes, and improvements through a data-driven framework to establish KPIs and objective measurements of success
Core Strengths and Skills
5+ years of digital product management experience
Salesforce experience
Ability to facilitate and lead executive meetings
Ability to assess an organization from a people, process, technology, and infrastructure perspective
Knowledge of and experience with agile processes and principles
Outstanding presentation, communication, and interpersonal skills
Flexibility to travel as needed
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.
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.Min USD $90,000.00/Yr.
Max USD $140,000.00/Yr.
#J-18808-Ljbffr