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 an orion platform analyst to join our ranks. As a member of the Advisor Digital Solutions group, the Senior Platform Analyst will help to drive the success of our core RIA product offering focused on Orion’s trading platform. You will work closely with our asset management team, our Orion 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.

Key Responsibilities

• Maintaining a deep understanding of Orion’s complete trading platform including Eclipse. Developing a full comprehension of the individual product features and capabilities and their integration points and being able to communicate this to a wider audience including affiliates, home office staff, and Commonwealth’s asset management team.
• Collaborating with Orion’s trading product team and the internal Platform Managers advocating for Commonwealth’s community by promoting Orion’s trading solution and capabilities.
• 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 asset management team to ensure successful implementation and execution of the Eclipse trading platform leveraged for Commonwealth’s in house investment solution. Providing guidance on product capabilities and advocate on their behalf with Orion.
• Building and managing a product feedback loop for the continued advancement of Orion’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.
• Working closely with the Commonwealth Orion Platform Owner to align with the goals and objectives of the Orion solution implementation and experience at Commonwealth.
• Providing consultation and education to the internal support group(s) and stakeholders by keeping them apprised on new product information.
• Facilitating and leading product review sessions with our affiliate community.
• Partnering with Professional Development, Marketing, Practice Management, Learning and Development, and other departments on educating our affiliates, home office, and partners on product capabilities. Providing assistance on the creation of training materials and IT communications.
• Supporting Commonwealth’s vision by 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 Orion.
• 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 a 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

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 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.  

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