Practice Management Operations Analyst

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 Business Solutions Consulting 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 practice management operations analyst to join our ranks. The business solutions consulting team serves many needs for Commonwealth advisors, from transition support to practice management consulting. In this role, you will be integral in transforming and improving the team's processes and efficiency, analyzing data to drive business decisions, and facilitating team communication and events. You will support an extensive range of operational processes and procedures across the team.

Key Responsibilities

• Developing and managing processes and workflows across the team to improve efficiency and consistency
• Collecting and analyzing operational data to identify trends, patterns, and areas for improvement
• Preparing reports and presentations for management, highlighting key findings, and making recommendations
• Supporting the planning and execution of operational projects
• Coordinating with various departments to ensure project milestones are met and deliverables are achieved
• Fostering effective communication and collaboration to ensure alignment on business objectives
• Identifying potential operational risks and developing strategies to mitigate them
• Managing additional administrative duties
• Facilitating team-wide meetings
• Organizing and managing team resources
• Coordinating and cultivating team events and culture

Core Strengths and Skills

• 2-4 years of operational or industry experience
• Bachelor's degree required
• Strong presentation, communication, and organization skills
• Strong PowerPoint and Excel skills
• Superb attention to detail
• Ability to work independently and collaboratively in a team environment
• Experience with CRM software a plus (Salesforce in particular)
• Project management experience 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, 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 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.