Overview

If you’re 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 Technology department offers a hybrid work schedule, so you’ll be able to work from home for part of the week!

 

We’re looking for a junior CRM solutions consultant to join our ranks as a member of the Advisor Digital Solutions group. The junior CRM solutions consultant will be crucial in guiding our affiliates to optimize usage of new and existing CRM systems. You will collaborate with affiliates, home office staff, and internal teams to ensure each platform’s capability is fully leveraged.

 

Key Responsibilities

• Maintain a deep understanding of the CRM market and tools—including core functionality, integrations, and differences—to assist affiliates and choose the right platform for their needs.
• Consult with offices to build customized CRM implementation plans and guide them through discovery, design, implementation, migration, training, and optimization.
• Elevate practice efficiency by helping affiliates leverage their chosen CRM system—through training sessions, workshops, and one-on-one sessions that highlight success stories and best practices within our community.
• Collaborate with affiliates to understand their needs and challenges, providing tailored solutions, training, and recommendations for optimal platform usage.
• Report to and work closely with the platform owner to align with the goals and objectives of the CRM platform implementation and experience.
• Handle issue escalations related to conversions and work with the IT Service team to ensure timely communication and resolution with partners.

Core Strengths and Skills

• You have excellent verbal, written, and listening skills. Strong ability to communicate and engage with affiliates, technology partners, and home office staff frequently.
• You’re naturally empathetic and care deeply, genuinely, and passionately about solving problems for affiliates.
• You have a friendly approach to teaching and helping others.
• You interact positively and respectfully with others, fostering a collaborative work environment.
• You’re not afraid of unfamiliar content, getting up to speed quickly, and providing support for our advisor community, all while learning to understand and leverage our products.
• You have technology, market, and business knowledge related to the financial RIA/broker-dealer and fintech industries, and can use that experience to help deliver best practices for affiliates.

Additional Skills and Knowledge

• At least 5 years’ experience in a related role focused on financial CRMs, project management, advisor support, or platform education within the financial services industry.
• Knowledge of Redtail, WealthBox, or Salesforce Financial Cloud is a plus.

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. That’s why we invest in you—we encourage employee growth both in your career and education; 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. Founded in 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio. 

 

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.