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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.

Key responsibilities

  • 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

Core strengths

  • 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.

ID: W-2020-110

External Company Name: Commonwealth Equity Services, Inc.

External Company URL:

Street: 29 Sawyer RD