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Commonwealth Financial Network Technology Training Specialist in Waltham, Massachusetts

Are you a tech-savvy, service-driven team player who is well versed in out-of-the-box approaches to training, including podcasts and videos? We are looking for someone with these strengths—and more—to help formulate training curriculums for internal HelpDesk employees, as well as for Commonwealth advisors. Working closely with our product and project managers, technology consultants, and training team in Waltham, Massachusetts, you will help ensure that our training platform is organized, dynamic, and relevant.

Key responsibilities

  • Designing and conducting training, including onboarding, for technology support services

  • Working closely with the HelpDesk to identify high-volume issues and proactively create trainings to reduce calls

  • Training Commonwealth advisors and their staff on Commonwealth technology applications

  • Helping the team create ways to better analyze our training programs, allowing us to measure and quantify their effectiveness

  • Working closely with senior members of the HelpDesk and technology consultants to stay current on any training needs, and design and implement a curriculum to address those needs

  • Creating and updating training materials

  • Teaching and facilitating internal technology training, as needed

Core strengths

  • Comfortable using out-of-the-box strategies, such as podcasting, video, and teleconferencing, to keep training fresh and dynamic, as well as to accommodate an off-site audience, when necessary

  • Extremely high-level customer service skills

  • Strong attention to detail

  • Excellent phone manner, as well as listening and follow-up skills

  • Resourceful, self-starting professional

  • Strong desire to establish and maintain relationships

  • Proactive problem-solving skills

  • Comfortable speaking in front of people

  • Positive attitude

Additional skills and knowledge

  • Bachelor’s degree in an IT-related field or 1–2 years of related experience in a help desk or phone support role

  • Technology training experience

  • General understanding of customer relationship management technologies and practices

  • Familiarity with Exchange environment and Microsoft Office Suite a plus

  • Mobile device knowledge a plus

  • Networking basics, software installation, and virus remediation skills a plus

  • Financial services industry experience a plus

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/SD-2020-SL

External Company Name: Commonwealth Equity Services, Inc.

External Company URL:

Street: 29 Sawyer RD