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Commonwealth Financial Network Sponsor Relations Coordinator in Waltham, Massachusetts

Are you interested in learning more about the relationship-building space within financial services? As a sponsor relations coordinator, you will interact regularly with the top 35 asset management firms in the mutual fund industry, your organization, collaboration, and people skills are a must. You will be responsible for all reporting within sponsor relations, and you will assist a two-person team with conference planning and other assigned duties. This position will give you the opportunity to build connections within the financial services industry.

Key Responsibilities

  • Preparing monthly reports on mutual funds, SMAs, and other product lines to share with our core mutual fund sponsors

  • Managing sponsor materials within COMMunity Link®

  • Acting as a sponsor relations liaison between various wealth management and operations groups

  • Supervising conference participation as it relates to our core sponsors; working with the conference planners to manage sponsor participation for these events

  • Assisting with territory reviews by preparing data and analytics

Core Strengths

  • Top-notch organizational skills and the ability to multitask

  • Demonstrated experience in data manipulation

  • Familiarity with basic Excel functions

  • College degree preferred

  • An analytical mindset

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves.

Picture Yourself Here

Imagine keeping company with big thinkers and even bigger doers who share a common purpose to make a profound difference. Figure in an experience-it-to-believe-it culture, massive growth potential, and benefits galore, and you get the full impression.

We are committed to providing a supportive, equitable environment where you can bring your full, authentic self to your work every day and truly thrive in meaningful ways—personally and professionally. At Commonwealth, everyone plays a part in our success story. And in building a more diverse and inclusive workplace, we are broadening our perspectives and capabilities. Together, our potential is limitless. We invite you to join us on the path to a brighter future!

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, so our employees genuinely enjoy coming to work. Our refreshing workplace culture has earned us 43 Best Place to Work awards—and counting.

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 the very best talent from all backgrounds.

ID: W-2021-132

External Company URL: https://www.commonwealth.com/

Street: 29 Sawyer RD

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