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    Project Manager, Advisor Transitions - Waltham, United States - Commonwealth Financial Network

    Commonwealth Financial Network
    Commonwealth Financial Network Waltham, United States

    6 days ago

    Default job background
    Description

    Overview:

    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 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 youll be able to work from home for part of the week

    Were 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. Thats why we invest in youwe 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. Whats 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.

    Min:
    USD $90,000.00/Yr.

    Max:
    USD $140,000.00/Yr.
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