Platform Enablement Consultant

Overview

All candidates should make sure to read the following job description and information carefully before applying.

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 Advisor Digital Solutions 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 platform enablement consultant to join our ranks. The right candidate will play a critical role in driving the success and adoption of the Orion Advisor Solutions platform across our advisor community, working closely with our affiliates, home office staff, and internal teams to elevate practice efficiency.

Key Responsibilities

• Develop a comprehensive understanding of individual Orion platform product features and capabilities and their integration points, and effectively communicate this knowledge to a wider audience, including affiliates and home office staff.
• Conduct training sessions, workshops, and one-on-one sessions to highlight success stories and best practices within our community.
• Build and review metrics and KPIs to identify key areas and user groups that represent opportunities for improvement and increased product adoption and effectiveness.
• Actively contribute to and respond to affiliate-facing feedback, field ad hoc requests, and engage with affiliates to gather input for the continued refinement of the Orion platform.
• Report to and work closely with the Orion Platform Owner to align with the goals and objectives of the Orion solution implementation and experience.
• Partner with departments such as Professional Development, Marketing, Practice Management, Learning and Development, and others to educate our affiliates, home office, and partners on product capabilities.
• Provide ongoing support and guidance to affiliates, helping them implement best practices and maximize the benefits of the Orion platform.

Core Strengths and Skills

• Excellent verbal, written, and listening skills
• Excellent storyteller to a variety of audiences such as affiliates, key partners, clients, and home office staff
• Naturally empathetic and passionate about solving problems for affiliates
• Ability to interact with others positively and respectfully, fostering a collaborative work environment
• Comfortable with quickly learning unfamiliar content and providing support for our advisor community to help them understand and leverage our products

Additional Skills and Knowledge

• A minimum of 5 years’ experience in a related role focused on product management, advisor support, or platform education within the financial services industry
• Bachelor’s degree in finance, technology, business administration, or a related field
• Experience using Orion Advisor Solutions or similar platforms is a plus
• Series 7 or similar certification is a plus

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, and San Diego, California.

Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.

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