Platform Analyst, Trading

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!

We’re looking for a platform analyst to join our ranks. As a member of the Advisor Digital Solutions group, the Platform Analyst will help to drive the success of our core product offering focused on our trading platform. You will work closely with our Trading team, our Advisor360 technology partner, and our affiliates to drive the success and enablement of the trading platform. You will passionately advocate for our affiliate community and look for opportunities to influence and promote our product needs with our technology partner.

Job Responsibilities

• Maintaining a deep understanding of Advisor360’s complete trading platform capabilities including Model Management, practice and household level trading. Developing a full comprehension of the individual product features and capabilities and their integration points and communicating this to a wider audience including affiliates and home office staff.
• Collaborating with Advisor360’s trading product team and the internal Platform Managers. Advocating for Commonwealth’s community by promoting Advisor360’s trading solution and capabilities. Being engaged during the entire product life cycle of Advisor360’s trading roadmap ensuring the successful deployment of features with a focus on quality and stability.
• Elevating practice efficiency by educating advisors on leveraging the trading platform. Communicating and highlighting success stories and best practices within our community.
• Building and reviewing metrics and KPIs to focus on key areas and user groups that represent opportunities for improvement and increased product adoption and effectiveness.
• Partnering closely with our Trading team to ensure successful implementation and execution of the trading platform. Providing guidance on product capabilities and advocating on their behalf with Advisor360.
• Building and managing a product feedback loop for the continued advancement of Advisor360’s trading products. Actively contributing and responding to affiliate-facing feedback. Fielding ad hoc requests and actively engaging with our affiliates to ensure input is gathered for the continued refinement of the trading platform.
• Reporting to and working closely with the Commonwealth Advisor360 Platform Owner to align with the goals and objectives of the Advisor360 solution implementation and experience at Commonwealth.
• Keeping internal support group(s) and stakeholders apprised on new product information.
• Leading product review sessions with our affiliate community.
• Partnering with Professional Development, Marketing, Practice Management, Learning and Development, and other departments to educate our affiliates, home office staff, and partners on product capabilities. Helping create training materials and IT communications.
• Delivering product presentations at Commonwealth conferences and events.
• Escalating issues and working with IT Service Delivery Lead to ensure timely communication and resolution execution with Advior360.
• Providing vision, industry analysis, and active engagement in the development of our trading product roadmap.

Core Strengths and Skills

• Excellent verbal, written and listening skills. Strong communication abilities to engage with affiliates, technology partners, and home office staff via phone and in-person with high frequency.
• You are naturally empathetic and care deeply, genuinely, and passionately about solving problems for affiliates. Friendly approach to teaching and helping others.
• Ability to interact with others in a positive and respectful manner, fostering a collaborative work environment.
• You’re not afraid to dive into unfamiliar content, quickly get up to speed, and provide support for our affiliate community to better understand and leverage our trading platform.
• A combination of technology, market, and business savvy of the financial RIA/Broker Dealer landscape and Fintech industry. Be able to use knowledge and experience to work with affiliates to help deliver best practices.
• Relationship/vendor management focus and champions for our affiliates needs

Additional Skills and Knowledge

• A minimum of 5 years’ experience in related role focused on building, managing, or supporting enterprise level and/or advisor facing trading platforms
• Bachelor’s degree in finance, technology, or related field
• Series 7 or similar a plus

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.