Senior Manager, Advisor MarTech Solutions - Commonwealth Financial Network

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 marketing 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 senior manager, advisor MarTech solutions to join our ranks. The senior manager will lead implementation and development efforts for our advisor marketing technology offerings.  You will be an integral part of the Brand Studio advisor-facing marketing team and contribute to our marketing growth strategies and roadmap enabled by marketing technologies to optimize and scale initiatives.

Key Responsibilities

• Manage advisor martech vendor strategy, roadmap, and implementation.
• Manage advisor website platform vendor strategy, standards, practices, and open issues to ensure a positive and productive vendor relationship 
• Collaborate with internal partners including technology and compliance, and other Marketing team members to implement current initiatives, develop new products, and roll out MarTech-related roadmaps
• Collaborate with technology to identify the marketing technologies to fulfill roadmap requirements, create the business case needed for investment, and qualify and select platforms and partners based on agreed criteria
• Support implementation plans for standing up new technology platforms and functionality to ensure compliant integration with other systems, and the appropriate sequencing of use cases/teams for rollout.
• Remain informed on roadmap changes, properly trained on new practices, and aware of best practices.
• Manage and coordinate the work to evolve current offerings working with cross-functional teams.
• Teamwork with consulting services colleagues.
• Explore and pilot new technologies
• Communication oversight internally and to advisors
• Deliver reporting and measurement initiatives through qualitative and quantitative analysis to improve the impact of marketing initiatives and activities.
• Oversee requirements to maintain compliance, information security, and technology standard operating procedures.
• Ability to manage to budget and present reports to stakeholders and management
• Keen appreciation and ability for vendor relationships and contract execution

Core Strengths and Skills

• Deep understanding of marketing technology
• Successful experience in product development, customer success, and product releases and launch
• Excellent communicator and team player
• Team manager with ability to deliver working with cross-functional teams
• Superb attention to detail; ability to multitask and prioritize work
• Systematic and innovative approach to problem solving
• Awareness of the MarTech landscape, relevant to Commonwealth’s marketing initiatives
• Ability to work collaboratively with colleagues, senior leadership, and enterprise stakeholders to drive results

Additional Skills and Knowledge

• 5+ years of proven experience in product management role, and marketing experience a plus
• Bachelor’s degree in business or technology preferred
• Strong analytical skills and experience with marketing tools and technology (website, CMS, marketing automation, and more)
• Passionate about how MarTech supports business goals and growth
• Experience working as part of a marketing team and collaborating to deliver against OKRs and KPIs
• Thrives on change and innovation
• Experience in Financial Services or other regulated industries

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? 

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.