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Commonwealth Financial Network Strategy Consultant in Waltham, Massachusetts

We are seeking a Strategy Consultant to join a specialized team—one that advises Commonwealth’s CEO and executive leadership on defining, analyzing, and prioritizing the strategic direction and growth for our company. In this role, you will work collaboratively with project teams to solve complex problems and have unparalleled access to senior executives, all while helping to implement mission-critical strategic initiatives.

You will have an opportunity to develop expertise in a variety of functions through engagements on strategic, analytical, and operational improvements. We are a close-knit team that cares deeply about active mentorship and personal development, enabling you to enhance your highly valuable problem-solving, communications, analytics, and leadership skills.

Key Responsibilities

  • Creating executive-quality presentations and materials that effectively synthesize information, tell a story, and influence behavior for a range of audiences

  • Deconstructing complex problems and creating both qualitative and quantitative analyses to address underlying strategic questions

  • Gathering and examining robust data sets to identify patterns and trends; telling a compelling story based on the results

  • Presenting within the team, as well as to leadership, based on your work and associated recommendations

  • Managing relationships, leading interactions, and confidently communicating with colleagues at all levels in a peer-like way

  • Working collaboratively in a small team of highly motivated individuals; comfortably providing and receiving feedback

  • Using your excellent organization skills and project management skills to prioritize and execute against deadlines

Core Strengths

  • Diverse problem-solving experience across a range of projects

  • Outstanding ability to analyze problems and apply quantitative logical approaches to solutions

  • Confident and effective communicator (oral, written, presentations); works well in cross-functional teams

  • Openness to an environment of active developmental feedback from peers

  • Intellectually curious; able to navigate ambiguity and deliver exceptional output

  • Excellent and efficient skills using MS Excel and PowerPoint tools

  • Entrepreneurial mindset, motivation, and versatility

Additional Skills and Knowledge

  • Bachelor’s degree from top-tier university with relevant coursework or specialization in economics, business, finance, operations, or accounting

  • 1–3 years of experience from a premier management consulting firm or comparable skills from investment banking, corporate strategy, corporate development, LDP, or similar

  • Experience in the financial services industry, or an interest in learning more

  • Exposure to analyzing financial statements (e.g., 10-Ks), 3-statement modelling, or M&A is a plus

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-2022-031

External Company URL:

Street: 29 Sawyer RD