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Manager, Retirement Consulting

Commonwealth Financial Network

in Waltham MA / San Diego CA

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 Strategic Retirement 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 retirement consultant manager with a background in retirement plans and/or IRAs to join our ranks. This position is responsible for overseeing a team that provides informed, reliable expertise and guidance on a range of technical retirement-related issues and product solutions, all with the goal of helping advisors acquire, grow, and manage their retirement business.

Key Responsibilities

• Managing a team of retirement consultants and ensuring the delivery of indispensable consulting services and resources to our advisors
• Monitoring department calls and emails to identify areas of opportunity for consulting service enhancements or efficiencies
• Developing and overseeing strategies and procedures to incorporate advisor feedback and experiences
• Implementing strategies to improve internal team collaboration
• Conducting effective resource planning and training to maximize team productivity and development
• Building and maintaining strong relationships with our advisors
• Establishing and sustaining relationships with third-party service providers (recordkeepers, administrators, and investment managers)
• Maintaining a strong team working knowledge of industry regulations, restrictions, and laws, and ensuring the company’s adherence to these regulations
• Contributing to business development opportunities and participating in activities with the Field Development and Transition departments to recruit and transition new advisors to Commonwealth
• Conducting workshops and supporting presentations on various retirement topics

Core Strengths and Skills

• 5–7 years of management experience
• Minimum 10 years of financial services experience, preferably with a focus on IRAs or employer-sponsored retirement plans in a sales or business development role
• Bachelor’s degree or advanced management degree
• Demonstrated track record of team management and development
• Excellent communicator with strong written, verbal, and presentation skills
• Strong strategic, creative-thinking and problem-solving abilities
• Excellent interpersonal and organizational skills
• Ability to work independently in a fast-paced environment
• Self-motivated contributor who connects with people quickly and builds long-lasting relationships
• Multitasker who can manage long- and short-term goals effectively

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, Nine 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.  

How to Apply

Please apply directly via the link provided, and it will direct you through the application process. 

Apply Now

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