Consultant, Corporate Strategy

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 Corporate Strategy 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 consultant to join our ranks. Commonwealth Financial Network is a leading Registered Investment Adviser with more than 2,000 independent financial advisors nationwide, and its Corporate Strategy team is the go-to resource for critical strategic and operational improvement projects. Corporate Strategy team members act as trusted advisers to Commonwealth’s CEO and executive leadership, drive transformative initiatives, and shape the organization’s overall strategy. This breadth of exposures provides tremendous developmental opportunities and visibility across the enterprise, all supported by a close-knit team culture with proactive mentorship and professional development.

Key Responsibilities

• Deconstructing complex and often ambiguous problems creating both qualitative and quantitative analyses to address underlying strategic questions
• Gathering and analyzing data from various internal and external sources to identify patterns and trends, telling a clear, compelling story based on the results
• Using excellent organizational and project management skills to prioritize and execute quality work within deadlines
• Creating and presenting executive-quality presentations and materials for a variety of audiences, effectively synthesizing information, influencing perspectives, and driving to action
• Managing relationships, leading interactions, and communicating with confidence with colleagues at all levels
• Working collaboratively in a small team of motivated, high-performing individuals
• Actively participating in the ongoing development of the Corporate Strategy team by supporting or leading recruiting, talent development, and culture-building activities

Core Strengths and Skills 

• Intellectually curious; brings structure and organization to ambiguous challenges
• Outstanding ability to analyze problems and apply both qualitative and quantitative approaches to generate and evaluate potential solutions
• Ability to communicate effectively and confidently (oral, written, and in presentation), and to work well in cross-functional teams
• Ownership orientation, proactively identifies opportunities and proposes solutions
• Excellent and efficient skills using MS Excel and PowerPoint tools

Education and Experience

• Bachelor’s degree from a top-tier university with relevant coursework; MBA preferred
• 3+ years of experience at a premier management consulting firm, top-tier investment bank, corporate strategy, internal consulting team, or equivalent
• Experience in the financial services industry preferred

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.