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Commonwealth Financial Network Product Owner - CRM in Waltham, Massachusetts

Whether you’re looking for a high-energy, inclusive atmosphere or 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 opportunities for 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 part-time!

We’re looking for a product owner to join our ranks. Are you a creative, open-minded problem-solver with effective time-management and communication skills? In this role, you will be the lead member and advocate of the Agile Solutions team, which serves as the voice of the customer. This is a highly collaborative position with opportunities to move projects from concept to completion, research and document new ideas, understand vendor road maps, and proactively manage an application portfolio.

Key Responsibilities

  • Prioritizing development team backlog based on an in-depth understanding of projects, applications, and imminent business needs

  • Researching and developing project overview statements

  • Collaborating closely with the Project Management Office to ensure project requests are accurately represented and the product’s direction understood

  • Logging and responding to user feedback

  • Coordinating and facilitating end-user and business testing

  • Presenting new product enhancements and identifying areas for improvement

  • Serving as an IT liaison between the business and our Technology team

Core Strengths

  • 3+ years of hands-on business experience as a product owner, strategist, or project manager

  • Familiarity with Scrum/Agile development methodologies

  • Experience with Salesforce CRM implementations

  • Experience with Jira and Confluence for project tracking and documentation

  • Office 365 cloud platform tool familiarity a plus

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves.

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 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 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.

J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Eight Times in a Row.” 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 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.

ID: W/SD-2022-RW

External Company URL:

Street: 29 Sawyer RD