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Commonwealth Financial Network Competitive Intelligence Strategist in Waltham, Massachusetts

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, the Marketing department offers a hybrid work schedule, so you’ll be able to work from home part time!

We’re looking for a competitive intelligence strategist to join our ranks! This role will support the efforts of Marketing’s Growth and Acquisition team and the Field Development team by centralizing our efforts to understand and adapt to the evolving competitive hiring landscape. In this role, you will document and collect data related to industry hiring practices to assess Commonwealth’s position in the market and focus on maintaining and expanding relationships with third parties who would support these efforts.

Key Responsibilities

  • Collecting information related to industry acquisition practices

  • Developing relationships with third-party entities

  • Identifying industry or individual firm trends and opportunities, and reporting on strengths and weaknesses

  • Partnering with the Field Development team to work with relevant third parties

  • Informing our strategic plans and creative briefs with knowledge of the industry or of specific firms and segments

Core Strengths and Skills

  • 5+ years of experience in financial services, with a focus in marketing or business intelligence

  • Demonstrated ability to cultivate internal and external relationships and establish highly effective cross-functional partnerships

  • Skilled at using online resources to fill data gaps and support research

  • Able to quickly grasp different business models to understand the drivers of growth

  • Ability to deliver concise feedback after aggregating data from multiple sources

  • Enthusiastic and self-motivated, with the ability to lead projects proactively

  • Effective communicator and excellent listener, speaker, and writer

  • Working understanding of Commonwealth’s strategy and business model

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.

J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Eight Times in a Row.” 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.

ID: W-2022-078

External Company URL:

Street: 29 Sawyer RD