Commonwealth Financial Network
Director, Community Concierge Services
Commonwealth Financial Network - Waltham, Massachusetts, United States, 02254
Work at Commonwealth Financial Network
Overview
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Overview
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 Community 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 director to join our ranks. As a director you will help develop and lead a new community concierge services team, specializing in high-touch outreach for our community of independent wealth advisors. The Community team exists to elevate the personal and professional success of the Commonwealth family and strengthen all that connects us through deepening our advisor connection and engagement with our firm and among each other. This role will execute a strategic vision to ensure our existing advisors experience proactive outreach from a team of specialists who anticipate their needs, cementing us as an indispensable service partner in their continued success. Key Responsibilities Support the development of a dedicated concierge-style team to serve as the go-to resource for all Advisors’ needs by executing a framework, KPIs, and areas for enhancement as defined by the VP Maintain an extensive understanding of Commonwealth/LPL offerings Manage the community concierge services process, procedures and relationship building training Oversee the team’s successful connection with 500+ offices annually, including the capture of office dynamics, feedback, and sentiment in CRM Based on data and insights provided by the team:
Report on engagement trends internally and across the firm Recommend service enhancements to optimize the Advisor experience and increase product adoption Create and collaborate on advisor-facing communications and resources
Serve as a trusted partner and advocate for our Advisors, helping them navigate the firm, optimize resources, and achieve meaningful business outcomes Core Strengths and Skills Strong understanding of Commonwealth’s Advisors’ business practices, client service models, and needs as independent small business owners Outstanding interpersonal skills, including a proven track record of building and maintaining strong relationships within Commonwealth and among Advisors’ firms Excellent communication skills, including clear verbal and written communication, and presenting across the firm Experience capturing and analyzing client feedback and sentiment, and identifying trends and driving continuous improvement A proactive and adaptable leadership style Track record of showing Commonwealth-level of care and service 10+ years of experience at Commonwealth Potential for optional travel 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. Privately held since 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.
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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 Community 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 director to join our ranks. As a director you will help develop and lead a new community concierge services team, specializing in high-touch outreach for our community of independent wealth advisors. The Community team exists to elevate the personal and professional success of the Commonwealth family and strengthen all that connects us through deepening our advisor connection and engagement with our firm and among each other. This role will execute a strategic vision to ensure our existing advisors experience proactive outreach from a team of specialists who anticipate their needs, cementing us as an indispensable service partner in their continued success. Key Responsibilities Support the development of a dedicated concierge-style team to serve as the go-to resource for all Advisors’ needs by executing a framework, KPIs, and areas for enhancement as defined by the VP Maintain an extensive understanding of Commonwealth/LPL offerings Manage the community concierge services process, procedures and relationship building training Oversee the team’s successful connection with 500+ offices annually, including the capture of office dynamics, feedback, and sentiment in CRM Based on data and insights provided by the team:
Report on engagement trends internally and across the firm Recommend service enhancements to optimize the Advisor experience and increase product adoption Create and collaborate on advisor-facing communications and resources
Serve as a trusted partner and advocate for our Advisors, helping them navigate the firm, optimize resources, and achieve meaningful business outcomes Core Strengths and Skills Strong understanding of Commonwealth’s Advisors’ business practices, client service models, and needs as independent small business owners Outstanding interpersonal skills, including a proven track record of building and maintaining strong relationships within Commonwealth and among Advisors’ firms Excellent communication skills, including clear verbal and written communication, and presenting across the firm Experience capturing and analyzing client feedback and sentiment, and identifying trends and driving continuous improvement A proactive and adaptable leadership style Track record of showing Commonwealth-level of care and service 10+ years of experience at Commonwealth Potential for optional travel 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. Privately held since 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.
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