Wealth Management Project Coordinator - Commonwealth Financial Network

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 Wealth Management 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 project coordinator to join our ranks. As a Wealth Management project coordinator, you will be responsible for supporting the implementation and coordination of various projects within the wealth management group. You will work closely with project owners and managers, and other stakeholders across the firm to ensure projects are properly scoped, coordinated, documented, executed efficiently, and reported. This role requires strong organizational skills, attention to detail, and the ability to multitask in a fast-paced environment.

Key Responsibilities

• Project Coordination: Assisting in the planning, execution, and monitoring of wealth management projects. Coordinating activities, resources, and timelines to ensure project milestones are met.
• Documentation: Maintaining project documentation, including project plans, schedules, status reports, performance metrics, and meeting minutes. Ensuring all documentation is accurate, up-to-date, and accessible to relevant stakeholders.
• Communication: Facilitating communication between project team members, stakeholders, and senior management. Keeping all parties informed of project progress, issues, and decisions.
• Risk Management: Identifying and mitigating project risks. Proactively addressing potential obstacles and escalating issues as needed to ensure timely resolution.
• Resource Management: Helping coordinate with various teams and departments to allocate resources effectively for project tasks. Monitoring resource utilization and adjust as necessary.
• Quality Assurance: Ensuring project deliverables meet quality standards and adhere to regulatory requirements. Conducting regular reviews and quality checks to identify and address any discrepancies or issues.
• Stakeholder Engagement: Fostering positive relationships with project stakeholders, including clients, internal teams, and external vendors. Addressing stakeholder concerns and proactively seeking feedback to ensure project success.
• Continuous Improvement: Identifying opportunities for process improvement and efficiency gains within the project management framework. Implementing best practices and lessons learned to enhance future project outcomes.

Core Strengths and Skills

• Bachelor’s degree in business administration, finance, or related field.
• Proven experience in project coordination or management, preferably within the financial services industry.
• Strong organizational skills with the ability to prioritize tasks and manage multiple projects simultaneously.
• Excellent communication skills, both written and verbal. Can effectively interact with diverse stakeholders.
• Experience with or willing to learn how to use PPM, project management reporting software.
• Attention to detail and a commitment to delivering high-quality work.
• Ability to work independently as well as collaboratively in a team environment.

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.