Commonwealth Financial Network LLC
Practice Management Operations Analyst
Commonwealth Financial Network LLC, Waltham, Massachusetts, United States, 02453
Job ID:
W-2024-CC# of Openings:
1Category:
Practice ManagementType:
Permanent/ Full-Time
} Min:
USD $64,000.00/Yr.
Max:
USD $68,000.00/Yr.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 Business Solutions Consulting 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 practice management operations analyst to join our ranks. The business solutions consulting team serves many needs for Commonwealth advisors, from transition support to practice management consulting. In this role, you will be integral in transforming and improving the team's processes and efficiency, analyzing data to drive business decisions, and facilitating team communication and events. You will support an extensive range of operational processes and procedures across the team.
Key ResponsibilitiesDeveloping and managing processes and workflows across the team to improve efficiency and consistencyCollecting and analyzing operational data to identify trends, patterns, and areas for improvementPreparing reports and presentations for management, highlighting key findings, and making recommendationsSupporting the planning and execution of operational projectsCoordinating with various departments to ensure project milestones are met and deliverables are achievedFostering effective communication and collaboration to ensure alignment on business objectivesIdentifying potential operational risks and developing strategies to mitigate themManaging additional administrative dutiesFacilitating team-wide meetingsOrganizing and managing team resourcesCoordinating and cultivating team events and cultureCore Strengths and Skills2-4 years of operational or financial services experienceBachelor's degree requiredStrong presentation, communication, and organization skillsStrong PowerPoint and Excel skillsSuperb attention to detailAbility to work independently and collaboratively in a team environmentExperience with CRM software a plus (Salesforce in particular)Project management experience a plusHave we piqued your curiosity? Can you see yourself thriving in this opportunity?
Picture Yourself HereAt 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 CommonwealthCommonwealth 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, 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, which has earned us 44 Best Place to Work awards.
The Fine PrintWe 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.
Min
USD $64,000.00/Yr.Max
USD $68,000.00/Yr.
Compensation details:
64000-68000
PIb962a82186ff-35216-35371627
W-2024-CC# of Openings:
1Category:
Practice ManagementType:
Permanent/ Full-Time
} Min:
USD $64,000.00/Yr.
Max:
USD $68,000.00/Yr.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 Business Solutions Consulting 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 practice management operations analyst to join our ranks. The business solutions consulting team serves many needs for Commonwealth advisors, from transition support to practice management consulting. In this role, you will be integral in transforming and improving the team's processes and efficiency, analyzing data to drive business decisions, and facilitating team communication and events. You will support an extensive range of operational processes and procedures across the team.
Key ResponsibilitiesDeveloping and managing processes and workflows across the team to improve efficiency and consistencyCollecting and analyzing operational data to identify trends, patterns, and areas for improvementPreparing reports and presentations for management, highlighting key findings, and making recommendationsSupporting the planning and execution of operational projectsCoordinating with various departments to ensure project milestones are met and deliverables are achievedFostering effective communication and collaboration to ensure alignment on business objectivesIdentifying potential operational risks and developing strategies to mitigate themManaging additional administrative dutiesFacilitating team-wide meetingsOrganizing and managing team resourcesCoordinating and cultivating team events and cultureCore Strengths and Skills2-4 years of operational or financial services experienceBachelor's degree requiredStrong presentation, communication, and organization skillsStrong PowerPoint and Excel skillsSuperb attention to detailAbility to work independently and collaboratively in a team environmentExperience with CRM software a plus (Salesforce in particular)Project management experience a plusHave we piqued your curiosity? Can you see yourself thriving in this opportunity?
Picture Yourself HereAt 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 CommonwealthCommonwealth 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, 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, which has earned us 44 Best Place to Work awards.
The Fine PrintWe 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.
Min
USD $64,000.00/Yr.Max
USD $68,000.00/Yr.
Compensation details:
64000-68000
PIb962a82186ff-35216-35371627