Vice President, Community Concierge Services

Commonwealth Financial Network; Waltham (MA); Hybrid; USD 130,000 - 160,000; Full time

Job summary

A leading financial services firm in Waltham is seeking a Vice President to develop and lead a concierge services team dedicated to enhancing Advisor engagement. This role will involve strategic planning to provide proactive outreach, support, and deeper understanding of Advisors’ needs. The ideal candidate has at least 10 years of experience, strong interpersonal and communication skills, and a proven track record in client service.

Benefits

Generous bonus programs

401(k) programs

Tuition reimbursement

Flexible work schedules

Qualifications

• 10+ years of experience at Commonwealth.
• Proven track record of building and maintaining strong relationships.
• Ability to present to various audience levels across the firm.

Responsibilities

• Lead the strategic development of concierge services team.
• Collaborate with stakeholders to understand Advisors' needs.
• Identify key performance indicators for ongoing improvement.
• Make strategic recommendations based on data insights.

Skills

Strong understanding of Advisors' business practices

Outstanding interpersonal skills

Excellent communication skills

Experience analyzing client feedback

Proactive and adaptable leadership style

Job description

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 Community 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 vice president to join our ranks. The Vice President will develop and lead the strategic formation of a new community concierge services team, specializing in high-touch outreach for our community of independent wealth advisors. The Community team exists to elevate the personal and professional success of the Commonwealth family and strengthen all that connects us through deepening our advisor connection and engagement with our firm and among each other. Collaborating with key stakeholders, this role will define a strategic plan to ensure our existing advisors experience proactive outreach from a team of specialists who anticipate their needs, cementing us as an indispensable service partner in their continued success.

Key Responsibilities

• Lead the strategic development of a dedicated concierge-style team for existing Advisors by establishing a strategic framework focused on:
  • Providing proactive outreach and support
  • Gaining a deeper understanding of our Advisors’ unique needs
  • Increasing awareness and adoption of Commonwealth/LPL’s products
  • Preparing for a sustained future of Advisor outreach initiatives, such as fireside chats and office visits
• Collaborate with stakeholders to maintain a comprehensive understanding of our existing Advisors’ needs as well as an extensive understanding of Commonwealth/LPL offerings
• Identify key performance indicators and metrics, to include a continuous feedback loop for ongoing improvement
• Leverage, enhance, and develop programs and processes to deliver a consistent, white-glove (indispensable) service experience
• Based on data and insight provided by the team, make strategic recommendations to optimize and enhance the Advisor experience
• Report on engagement trends, Advisor feedback, and team impact to senior leadership
• Serve as a trusted partner and advocate for our Advisors, strengthening relationships by understanding their needs and anticipating ways to support them

Core Strengths and Skills

• Strong understanding of Commonwealth’s Advisors’ business practices, client service models, and needs as independent small business owners
• Outstanding interpersonal skills, including a proven track record of building and maintaining strong relationships within Commonwealth and among Advisors’ firms
• Excellent communication skills, including clear verbal and written communication, and the ability to present to all audience levels across the firm
• Experience analyzing client feedback and sentiment, and identifying trends to inform future enhancements to drive continuous improvement
• A proactive and adaptable leadership style; proven success fostering a culture of responsiveness, efficiency, and advisor-centered engagement
• Track record of showing Commonwealth-level of care and service
• 10+ years of experience at Commonwealth
• Potential for optional travel

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 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 Blue Ash, 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 43 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.