Commonwealth Financial Network Account Manager (Digital Focus) in Waltham, Massachusetts
Like us, you enjoy developing brands by helping tell their story and enhance their digital presence. You know how to build relationships with clients and empower all parties to make the most of opportunities. As our account manager, you will be the point of contact for various advisor digital marketing needs. You will be working with Commonwealth’s financial advisors, who are among the nicest and most successful people in the industry.
Reporting to the manager of advisor brands, this job requires strategic thinking, knowledge of digital marketing best practices, and strong project management and communication skills.
Thinking strategically, with the ability to deliver expert consultation and marketing solutions
Understanding financial advisors’ business to develop impactful websites
Managing projects and owning the process from strategy to execution, including crafting strategy briefs, understanding objectives, consumer needs, overall scope, and meeting timelines
Leading with expertise and confidence
Facilitating the coordination of different teams and clients to deliver streamlined marketing solutions for advisors
Using data to support initiatives and showcase ROI
Ability to develop outstanding client relationships through strong interpersonal skills
Solid understanding of best practice consultation on digital marketing
Ability to work across multiple concurrent projects of various size and scope, driving consistent and high-quality deliverables
Experience consulting on website strategy and general website design and UX best practices
Strategic thinker; adept at articulating benefits and differentiators
Cross-functional collaborator; ability to contribute in a team environment
High-energy business partner with a positive attitude
Superior attention to detail
Excellent communication skills, both oral and written
Comfortable in a fast-paced, dynamic environment
Team management experience
Additional skills and knowledge
Bachelor’s degree in marketing, communications, or related discipline
7+ years’ experience in marketing strategy and marketing communications
Experience in client account management and project management with a creative agency (in-house or external)
Commitment to providing indispensable customer service
Experience using Workfront or similar project management tool
Intermediate knowledge of Google Analytics
Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves.
About Commonwealth—and Our Anything but Common® Culture
Commonwealth Financial Network® is the largest privately held Registered Investment Adviser–independent broker/dealer in the U.S., with offices in Waltham, Massachusetts, and San Diego, California. Since 1979, we’ve been delivering indispensable service to independent financial professionals so they, in turn, can put their clients first. Our technology, research, resources, and support—plus a variety of affiliation models—deliver what today’s independent advisors need to thrive.
That being said, we are a financial services company with a unique mission—one that encompasses purpose, vision, and core values in equal measure. Staying true to these guiding principles is the reason we are recognized so often and by so many for the quality of life we enjoy here. We believe it directly translates to a better experience for everyone: employees, advisors, clients, and our communities.
Creating a supportive culture where everyone can thrive is a mission we take seriously. From professional development to comprehensive benefits, grassroots leadership opportunities, generous bonus and stock option incentive plans, opportunities to unwind and connect, and so much more, Commonwealth is not just a great place to work—it’s a place that, for many, feels like home.
We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth Financial Network® 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 Financial Network® is an equal opportunity employer that is committed to a diverse workforce.
External Company Name: Commonwealth Equity Services, Inc.
External Company URL: http://www.commonwealth.com/Homecfn.aspx
Street: 29 Sawyer RD