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Commonwealth Financial Network Project Manager in Waltham, Massachusetts

Bring your project management expertise to our PMO team and support the delivery of projects and programs to successfully meet the goals of the organization and your business partners. Working with a project sponsor and/or product owner, you will be responsible for the overall direction, coordination, implementation, execution, control, and completion of specific projects, ensuring consistency with the company’s strategy, commitments, and goals.

Key responsibilities

  • Facilitating the definition of the project charter, scope, milestones, goals, and deliverables

  • Partnering with business stakeholders, when needed, to develop business cases, process flows, and requirements

  • Building consensus with senior cross-department stakeholders, presenting status to executives

  • Defining project tasks and resource requirements from various in-house teams

  • Developing project plans at the task, milestone, and resource level

  • Collaborating with project sponsors or product owners to develop road maps and milestone plans

  • Tracking project against plan—anticipating events that may require a contingency plan, recommending corrective action, and ensuring that stakeholders are kept informed

  • Providing management, direction, and support to the project team

  • Managing multiple small to medium projects, or one large project/program

  • Working with Scrum or project teams as needed to get projects completed

  • Managing vendor selection and management

Core strengths

  • Familiarity with Scrum

  • Strong, clear communication skills (written, verbal, and presentation)

  • Ability to facilitate meetings with executives

  • Persuasive, adaptable, encouraging, and motivating

  • Ability to conform to shifting priorities, demands, and timelines through analytical and problem-solving capabilities

Additional skills and knowledge

  • 5+ years’ project management experience

  • Financial services industry experience

  • Business analysis experience

  • Experience working independently, as well as in a team-oriented, collaborative environment

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves.

About Commonwealth—and Our Anything but Common® Culture

Commonwealth Financial Network® is the largest privately held Registered Investment Adviser–independent broker/dealer in the U.S., with offices in Waltham, Massachusetts, and San Diego, California. Since 1979, we’ve been delivering indispensable service to independent financial professionals so they, in turn, can put their clients first. Our technology, research, resources, and support—plus a variety of affiliation models—deliver what today’s independent advisors need to thrive.

That being said, we are a financial services company with a unique mission—one that encompasses purpose, vision, and core values in equal measure. Staying true to these guiding principles is the reason we are recognized so often and by so many for the quality of life we enjoy here. We believe it directly translates to a better experience for everyone: employees, advisors, clients, and our communities.

Creating a supportive culture where everyone can thrive is a mission we take seriously. From professional development to comprehensive benefits, grassroots leadership opportunities, generous bonus and stock option incentive plans, opportunities to unwind and connect, and so much more, Commonwealth is not just a great place to work—it’s a place that, for many, feels like home.

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth Financial Network® 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 Financial Network® is an equal opportunity employer that is committed to a diverse workforce.

ID: W-2021-009

External Company Name: Commonwealth Equity Services, Inc.

External Company URL:

Street: 29 Sawyer RD