Digital Solutions Consultant

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 Technology department offers a hybrid work schedule, so you’ll be able to work from home for part of the week!

As a digital solutions consultant on our information and digital solutions team, you’ll work interactively across business services and technology organizations to drive companywide transformational digital capabilities.

Your natural ability to work in a team-oriented, collaborative environment is essential for success.

Key Responsibilities

• Support and implement process improvement strategies aligned with the firm’s goals through expert advice to senior management on process optimization opportunities and benefits
• Collaborate with stakeholders across departments and product lines to gather insights and input for process improvement and digital-first adoption
• Provide data-driven recommendations to streamline operations and enhance decision-making utilizing data, analytics, and reporting tools to identify trends, bottlenecks, and areas for improvement
• Support and guide process improvement initiatives, ensuring seamless implementation while minimizing disruption
• Conduct stakeholder discovery and practical workshops in support of problem definition and process mapping to drive documentation such as user journey maps, business requirement documents, and process flows as decision-making support documents
• Document process changes and create training materials for staff to ensure effective and consistent adoption of improved processes
• Support change management efforts to confirm teams embrace and adopt new processes

Core Strengths and Skills

• Bachelor's degree in business, finance, organizational development, or related field; Master's degree a plu
• 10 years’ experience in process improvement, business consulting, or a similar role within the financial services industry
• Proven track record of successfully implementing process improvements and delivering tangible results
• Strong analytical, problem-solving, and data-driven decision-making skills
• Excellent communication, presentation, and interpersonal skills
• 5+ years’ experience working with any of the following : Salesforce, ServiceNow, Power Platform, Microsoft M365
• Knowledge of financial regulations, compliance, and risk management desirable
• Project management experience and certification (., PMP, Agile) desirable
• A positive attitude, strong interpersonal and problem-solving skills, and attention to detail are a must

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.

Privately held since 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California and a new office opening soon in greater Cincinnati, Ohio.

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 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.