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Commonwealth Financial Network Product Manager, Advisor Transitions 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 Transitions department offers a hybrid work schedule, so you’ll be able to work from home for part of the week!

We 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 Responsibilities

  • Defining 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.

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-2023-071

External Company URL:

Street: 29 Sawyer RD