Commonwealth Financial Network jobs - 141 jobs

We are seeking a dedicated and highly organized professional to serve as a combined Office Manager and Executive Assistant at our flagship Boston office. This full-time, in-office role will ensure the smooth day-to-day operations of the office while also providing high-level administrative support to three senior executives. The ideal candidate thrives in a fast-paced environment, demonstrates impeccable attention to detail, and excels at delivering exceptional service to both internal teams and external clients. Key Responsibilities Executive Assistant Support · Provide administrative and operational support to three senior executives · Manage calendars, proactively schedule meetings, and coordinate logistics · Handle email correspondence and draft communications on behalf of the executives · Prepare reports and meeting summaries with key takeaways and action items · Assist with executive travel planning, event logistics, and project follow-up · Maintain confidentiality and professionalism in all communications Office Management · Create a welcoming, safe, and professional office environment · Greet and assist guests, clients, and employees in a warm and engaging manner · Oversee mail and package management and check processing following FINRA guidelines · Manage conference rooms, reservable spaces, and office event setups (food, A/V, etc.) · Liaise with building management and external vendors · Maintain office supplies, kitchen inventory, and workspace cleanliness · Support onboarding logistics for new staff, advisors, and team members · Ensure compliance with labor law postings and other regulatory requirements General Administrative Support · Maintain electronic filing systems and databases · Copy, scan, and distribute documents as needed · Prepare internal and external correspondence · Support miscellaneous administrative and special projects across departments Qualifications and Skill sets · Associate or bachelor's degree · Ability to maintain the highest level of confidentiality · Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) · Excellent written and verbal communication skills · Ability to multitask, problem-solve, and prioritize in a dynamic environment · High level of professionalism, discretion, and customer service orientation · Financial services industry experience or knowledge is a plus Equal employment opportunity Commonwealth Financial Group is an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Hiring Alert Commonwealth Financial Group will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process. If you are contacted by anyone asking for the information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.

Think independently. Achieve Collectively. The iconic image of the bull and bear shows the dedication and spirit of each member of our firm. We are individually and collectively committed to using the forces of the market to benefit our clients. This site is published in the United States for U.S. residents only. The services offered within this site are available exclusively through our U.S. Financial Advisors. Stifel Financial Advisors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. References to Stifel herein may apply to parent company Stifel Financial Corp. or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member NYSE , FINRA , and SIPC . #J-18808-Ljbffr

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. * Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up. * Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers. * Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement. * Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts. Required Qualifications: * Bachelors degree or equivalent. * 3 - 5 years relevant experience required. * Series 7 or ability to obtain within 150 days. * State securities agent registration (S63 or S66) or ability to obtain within 150 days. * Experience working in a client service environment. * Detail-oriented, strong math, and analytical skills. Good organization and time management skills. * Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision. * Able to communicate with all levels within the organization. Process oriented and can work with a team. * Strong computer and software skills. Preferred Qualifications: * State IAR registration (S65 or S66) or ability to obtain within 150 days. * Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated hourly rate for this role is $30.81 - 42.35 / hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business AAG Ameriprise Advisor Group

The Franchise Business Consultant (FBC) is a strategic advisor and performance coach to franchise owners. This role emphasizes sales, marketing, and business growth while supporting strong operational execution. The FBC helps franchisees build sustainable revenue, strengthen referral relationships, elevate customer experience, and achieve measurable business outcomes that align with brand standards. Responsibilities: Sales & Marketing: Coach franchise owners in development, execution and oversight of local sales plans, including target accounts, referral strategies, and consistent sales activities. Guide franchise owners in marketing strategy, digital presence, brand consistency, community engagement, and promotional campaigns. Review and analyze sales KPIs (pipeline health, win/loss, lead sources, conversion rates) and drive action plans for improvement. Partner with the National Sales Team to align franchise efforts with system-wide initiatives, programs, and available sales tools. Support franchise owners in strengthening partnerships with carriers, contractors, and other referral sources to expand market share. Business Consulting & Coaching: Serve as the primary business advisor to a portfolio of franchise owners, providing guidance across sales, marketing, operations, customer experience, and financial performance. Conduct regular strategic meetings to review metrics, address issues, and maintain accountability. Evaluate franchise performance and create customized action plans tailored to the owner's goals, strengths, and current challenges. Build strong, trust-based relationships that support candid coaching and long-term success. Operational Excellence: Ensure franchisees consistently follow brand standards and required processes. Conduct operational assessments to identify gaps and help franchisees implement best practices in workflow, field operations, technology use, customer communication, and service delivery. Support system adoption, training initiatives, and the development of operational capabilities across the franchise network. Collaborate with the Operations and Training teams to address skill gaps and support the rollout of new systems or tools. Financial Performance: Review financial statements and key operational metrics with franchise owners to identify opportunities for improved profitability. Provide coaching on job costing, pricing strategy, and expense management. Ensure accurate system usage and reporting, supporting royalty accuracy and financial visibility. Business Growth & Development: Help franchise owners assess opportunities for expansion, additional service offerings, staffing needs, or new investments. Support franchise owners in building organizational structures that can scale as revenue growth demands. Encourage franchisees to adopt technology and tools that enhance productivity, communication, and customer satisfaction. Share system-wide best practices to elevate performance across the network. Compliance, Reporting & Communication: Maintain accurate documentation of coaching sessions, action plans, progress updates, and performance metrics. Communicate trends, risks, and opportunities within the consultant's portfolio to leadership. Ensure adherence to brand standards, policies, and contractual obligations. Qualifications: 5+ years of experience in franchise consulting, franchise operations, business consulting, or business ownership. Experience in the restoration or contents restoration space preferred. Bachelors degree in Business or a related field preferred Demonstrated ability to coach, influence, and motivate business owners toward improvement. Strong business acumen, including the ability to interpret financial statements and operational KPIs. Excellent communication, relationship-building, and problem-solving skills. Ability to manage multiple priorities and adapt coaching style to diverse business owners. Willingness to travel for onsite visits as needed. Familiarity with EOS Traction is a plus Success Traits: Sales-driven: Naturally seeks opportunities to grow revenue, build pipelines, and expand relationships. Strategic: Uses data and insight to guide business owners toward smarter decisions. Operationally savvy: Understands how systems, processes, and structure drive performance. Highly relational: Builds trust quickly and communicates with clarity and empathy. Forward-thinking: Identifies risks and opportunities early and acts proactively. Adaptable: Works effectively with different personalities, business models, and experience levels. Expectations: Complete required travel within approved budget guidelines on a per trip basis Maintain a communication log for all franchisee interactions in company software Maintain regular communication through weekly 1:1 with manager, weekly L10 meeting & use of company software for tracking KPIs, goals, headlines, action items & issues. Conduct coaching in a professional and responsive manner consistent with brand standards and Empower Core Values. Travel up to 25% of the time. Average one 3-4 day trip per month FRSTeam's mission is to exemplify heartfelt care and concern for our communities by providing innovative products and services that help support and restore the lives of those we serve. We are a close-knit community of hand-chosen professionals, committed to restoring personal property and helping families and businesses get their lives back on track after a fire or water loss. WHO WE ARE: Empower Brands was founded in 2022 as a product of the integration of Lynx Franchising and Outdoor Living Brands. Empower encompasses ten industry-leading brands across commercial and residential services: JAN-PRO, FRSTeam, Archadeck Outdoor Living, Outdoor Lighting Perspectives (OLP), Conserva Irrigation, Koala Insulation, Wallaby Windows, Superior Fence and Rail, Bumble Roofing and Canopy Lawn Care. Empower is dedicated to providing its customers with the highest quality products and services in the commercial and home services industry while simultaneously delivering its franchise owners committed personal support, tools and empowerment to pursue their own success. Empower Brands is a portfolio company of MidOcean Partners, a leading private equity firm with an excellent track record investing in successful, growth-focused franchise businesses. For more about Empower Brands, visit the company's new website at EmpowerFranchising.com. Note: This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. Empower Brands is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Empower Brands makes hiring decisions based solely on qualifications, merit, and business needs at the time. #LI-remote

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. Passionate About People, Data, and Compliance? Lead Our Next Era of Supervision Innovation This role will lead Empower Personal Wealth's Supervision, Audit, Quality Assurance, Control, and Incident Management functions. This role ensures compliance with all regulatory requirements (SEC, FINRA, IRS, DOL) while strengthening Empower's risk and control environment. This is a critical role, where you will set strategic direction, oversee key programs, and partner with senior leadership to maintain the highest operational and ethical standards. The ideal candidate has a strong background in the industry and in a Supervision role, with an eye towards transforming Supervision through Data, AI, and Purposeful Leadership. What You Will Do Oversee all supervision, audit, and control programs across Empower Personal Wealth Ensure operational and financial controls meet compliance standards and mitigate risk Serve as the company's audit, control, and risk subject matter expert, advising leadership and regulatory agencies Lead annual SOC1 certification, control reviews, and incident management processes Acts as company Control/Risk/Audit SME and leads cross enterprise initiatives i.e. system user access reviews, organizational control changes and internal and external audit initiatives, providing expertise on risk management, audit and controls Partner with internal and external auditors to define scope, address findings, and implement improvements Drive efficiency and process enhancements through technology, data, and best practices Communicate and enforce all EPW policies, and assist with investigations and disciplinary determinations of all violations of policy Collaborate with Compliance Department and key stakeholders to monitor regulatory changes; product needs market demands to effectively evolve compliance and supervision programs What You Will Bring FINRA Series 7 & 24 required 10+ years of relevant securities experience, preferably in compliance or supervision Deep understanding and broad experience in the field; regulatory requirements including the business impacts An understanding of DC plans, IRA, taxable accounts, insurance products, brokerage offerings, advisory services and all other securities products Sound judgment to balance a variety of factors (cost, risk, short-term versus long-term impact) to achieve an optimal outcome in compliance with applicable laws, regulations and rules Experience and demonstrated knowledge of multiple related subject areas including but not limited to SOC1, ICOFR. etc. Experience and proven ability to lead and influence others Bachelor's degree required What Will Set You Apart Ability to resolve complex problems and lead development of creative and advanced solutions Demonstrates initiative, critical thinking and judgment on addressing and resolving highly complex processes, recommending and implementing alternative courses of action if needed Intellectual curiosity required to ask the right questions and drive out inconsistencies ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** #pjpw What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $175,300.00 - $254,200.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-28-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.

We are seeking a Franchise Business Coach who will partner with franchise owners to help them grow, scale, and succeed. This role will focus on supporting owners as they ramp up their businesses by providing coaching, training, and guidance in operational, sales, and technical areas. The ideal candidate will bring a mix of business acumen and industry knowledge, with a proven ability to help service-based businesses achieve stronger results. This position plays a key role in ensuring franchisees adopt best practices, drive revenue growth, and strengthen both technical and operational capabilities across the network. Responsibilities: Coach franchise owners, especially new owners, on business planning, ramp-up strategies, operational excellence, and overall business growth. Deliver training and support in core areas of the business, which may include operational best practices, b2c sales, irrigation systems, seasonal services, or other areas of expertise. Conduct on-site and virtual visits with owners to identify growth opportunities, evaluate needs, and provide actionable feedback. Lead and support regional and network-wide training programs for owners, managers, and technicians. Partner with internal teams and vendors to align on systems, pricing models, and brand standards. Serve as a resource for point-of-sale (POS) training, reporting, and operational optimization. Continuously improve tools, processes, and training resources to help owners and their teams achieve stronger results. Qualifications: Proven experience in one or more of the following areas: Business coaching, or leading service-based businesses to growth. Irrigation industry (installation, maintenance, troubleshooting, or seasonal services). Demonstrated ability to train, mentor, or coach others to success. Strong communication and facilitation skills, both in-person and virtually. Collaborative and adaptable, with the ability to work effectively in a fast-paced environment. Comfort with technology, operational systems, and field service tools. Ability and willingness to travel up to 40%. Preferred Qualifications: Experience supporting or working within a franchise model. Business or horticulture degree, or equivalent field/industry experience. Background in sales performance and driving revenue growth. Technical certifications such as CIT (Certified Irrigation Technician), CLIA Certified Landscape Irrigation Auditor, or CIC (Certified Irrigation Contractor) are beneficial, but candidates with strong business coaching or industry experience are also encouraged to apply. Key Attributes for Success: Confident coach, communicator and facilitator. Hands-on problem solver who thrives in the field and with people. Flexible, adaptable, and motivated to support both business and technical success. Passion for helping others grow and build profitable, sustainable businesses. WHO WE ARE: Empower Brands was founded in 2022 as a product of the integration of Lynx Franchising and Outdoor Living Brands. Empower encompasses ten industry-leading brands across commercial and residential services: JAN-PRO, FRSTeam, Archadeck Outdoor Living, Outdoor Lighting Perspectives (OLP), Conserva Irrigation, Koala Insulation, Wallaby Windows, Superior Fence and Rail, Bumble Roofing and Canopy Lawn Care. Empower is dedicated to providing its customers with the highest quality products and services in the commercial and home services industry while simultaneously delivering its franchise owners committed personal support, tools and empowerment to pursue their own success. Empower Brands is a portfolio company of MidOcean Partners, a leading private equity firm with an excellent track record investing in successful, growth-focused franchise businesses. For more about Empower Brands, visit the company's new website at EmpowerFranchising.com. Note: This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. Empower Brands is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Empower Brands makes hiring decisions based solely on qualifications, merit, and business needs at the time. #LI-remote

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** The Principal Business Systems Analyst serves as a senior individual contributor providing operational, analytical, and coordination support for complex, cross-functional initiatives within Empower. This role supports work spanning technology, AI delivery teams, risk, security, governance, and external partners. The position emphasizes workflow management, documentation rigor, and organizational clarity, with the expectation that the analyst can rapidly build fluency in emerging domains, including Responsible AI, while executing core responsibilities from day one. What you will do: Coordinate cross-team workflows, dependencies, and delivery sequencing across multiple organizations. Manage and maintain Kanban-based workflows using tools such as Jira to track initiatives, risks, and dependencies. Maintain operational artifacts including documentation hubs, decision records, evaluation inventories, and knowledge repositories. Translate complex technical and analytical outputs into structured materials for leadership reviews, governance processes, and audits. Support vendor engagements related to tools, services, or research partnerships, including coordination and follow-up tracking. Perform analytical work to assess adoption, operational performance, and resourcing needs. Support planning and coordination of internal symposiums, showcases, and cross-functional knowledge-sharing events. What you will bring: Experience in business analysis, systems analysis, program operations, or analytical roles supporting technical teams. Hands-on experience managing Kanban-based workflows using Jira or similar tools. Strong organizational skills with the ability to manage multiple concurrent workstreams and dependencies. Ability to synthesize complex or unfamiliar technical material into clear operational and executive-level outputs. Strong written and verbal communication skills. Ability to operate independently, learn new domains quickly, and exercise sound judgment in ambiguous environments. What Will Set You Apart Prior exposure to AI, ML, data science, or model governance work. Familiarity with Responsible AI concepts, frameworks, or evaluation practices. Experience organizing internal symposiums, workshops, or large cross-functional events. Experience managing vendors or external research engagements. Experience building dashboards, reports, or analytical views that inform leadership decisions. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $114,000.00 - $165,300.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-24-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.

Apply to join our Insurance National Sales Desk, a fast-paced and exciting group that serves as the foundation of the sales organization. Help advisors make informed recommendations, build your soft and hard skills, and build a reputation and momentum for a future on a team with strong upward mobility for high performers. This team is best for those with strong verbal communication skills, a passion for learning, and an interest in learning how to position insurance in the modern financial planning environment. As an Insurance National Sales Associate, you will promote RiverSource insurance products with Ameriprise Financial advisors, primarily via an inbound phone queue. You will also make selective proactive outbound calls. Using discretion and judgment, through a quality sales call conversation, associates will match insurance product solutions to client's needs and goals. This is a first step into a career as a wholesaler. Remote work considered for qualified, licensed candidates located outside of Twin Cities metro. Key Responsibilities: Learn and become an expert in RiverSource insurance products and strategies. Build and maintain relationships with the wholesaling team. Engage with Ameriprise advisors to learn how RiverSource annuity solutions fit into the financial planning process. Answer calls via an inbound phone queue. Answer questions about our product line up. Use effective questioning to match our product solutions to client's retirement and legacy needs. Run illustrations and product proposals and teach advisors how to use these tools to present our solutions to their clients. Follow up as needed to assist in closing the business and finding new opportunities. Partner with wholesaling teams to identify proactive callout opportunities and determine desired outcomes. Examples include driving event attendance, notifying advisors of updated licensing requirements, and other ways to assist wholesaling teams. Pass all required exams and keep current on all FINRA and state insurance training and CE requirements. Required qualifications: Bachelor's degree or equivalent work experience Active Series 6 State Securities agent registrations (Series 63) Resident State Insurance Licenses (Variable, Health & Life) If licenses are not actively held, they must be obtained within 120 days of start date. If multiple exams are required, will be done consecutively with an additional 90-day window after successfully passing each exam). Ability to build strong relationships Excellent communication and influencing skills Preferred qualifications: Knowledge of insurance products Experience in the financial services industry, financial sales, or financial wholesaling Ability to work on a sales and results driven team Effective presentation skills About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated hourly rate for this role is $23.55 / hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business INSUR Insurance

The Quantitative Equity Research team at Columbia Threadneedle Investments is looking to add a full-time Associate Quantitative Equity Analyst to our close-knit, collaborative team of six. The team develops and maintains a comprehensive suite of stock selection models that generate insights for both systematic and fundamental investment strategies. The role involves researching stock selection signals, developing alpha models, and optimizing portfolio construction methodologies. The analyst will conduct data-driven analyses, enhance the team's research and analytics platforms, and share responsibility for implementing and maintaining quantitative models. This position offers comprehensive exposure to quantitative finance while providing opportunities to make meaningful contributions to the team's success. The analyst will collaborate with fundamental research analysts and portfolio managers across the organization to exchange ideas, communicate insights, and expand their expertise across various investment strategies. Responsibilities: Contribute to research projects through idea generation, data preparation, statistical analysis, and development of actionable recommendations Evaluate innovative techniques to extract tradable signals from large datasets Research and develop advanced model construction methodologies Enhance the team's research infrastructure, production systems, and analytics capabilities Present research findings to key stakeholders and develop thought leadership content Monitor and analyze factor and model performance, and provide regular insights within the firm Validate model output and address inquiries from investment teams Collaborate closely with investment teams, data science, and technology partners to support research initiatives and model implementation Qualifications: Bachelor's degree in mathematics, statistics, finance, economics, or related field 1-3 years of experience in quantitative analysis, financial modeling, or related analytical role Advanced analytical and quantitative problem-solving skills Strong programming skills with proficiency in Python, R, SQL, or similar data analysis languages Excellent written and verbal communication skills with ability to explain technical concepts effectively Demonstrated intellectual curiosity and passion for financial markets Attention to detail, accuracy, and timeliness and a cooperative can-do attitude CFA designation or progress toward CFA preferred About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $98,130- $134,930 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Investment Management Line of Business AMINV US Asset Management

The Franchise Construction & Field Support Manager serves as the construction subject matter expert, coach, and mentor for Archadeck franchise owners. In this highly influential role, you'll work directly with franchisees - many from non-construction backgrounds - to train, guide, and support them through every aspect of building a successful outdoor living business. Approximately 70% of your time will focus on launching and ramping up new franchisees, helping them master the Archadeck construction process, hire and manage crews, and deliver projects that exceed homeowner expectations. 20% will focus on supporting established offices to improve production efficiency, profitability, and customer satisfaction. The remaining 10% of time will be spent training new franchisees, prior to launch of their business, in Archadeck construction standards and methods in a classroom environment. Your mission: ensure every Archadeck location builds beautifully, safely, and profitably - while maintaining the quality and professionalism that define our brand. Who We're Looking For: You're a builder and a teacher. You have deep experience in carpentry, residential construction, and project management, but you also love to coach, simplify, and empower others. You're confident leading both classroom and on-site training. You understand how to hire, manage, and motivate subcontractor crews. And above all, you're passionate about helping small business owners grow and succeed. Qualifications: 5+ years of experience in residential construction, framing, carpentry, hardscapes (pavers or concrete), masonry, roofing or general residential remodeling Skilled and experienced in managing multiple crews and subcontractors Experienced in job costing, scheduling, and quality assurance Strong communicator and coach - able to train new business owners in both group and field settings Comfortable balancing construction, operations, and relationship management Familiar with permitting, inspections, and residential building codes Travel-ready (up to 30%) Key Area of Responsibilities: Construction & Production Management Expert - Ensure franchise partners follow Archadeck's construction standards, processes, and best practices from project planning through completion. Support Franchise Business Consultants (FBCs) in guiding franchisees through design consultations and proprietary pricing software. Coach franchisees on planning, estimating, and executing outdoor living projects -including how to find, hire, train, and manage subcontractor carpenter crews. Training & Development Deliver engaging training to franchise owners on construction standards, production management systems, estimating tools, and product knowledge. Continually refine training content and methodologies to improve operational efficiency and construction quality. Serve as an ongoing resource for franchisees needing project support, troubleshooting, or guidance. Production Program Development Act as the internal owner for Archadeck's production management tools, software, and workflows. Partner with IT, Operations, and Design teams to ensure software and systems work seamlessly for franchisees. Coaching for Growth Conduct one-on-one coaching sessions with franchise owners. Analyze business and production metrics to identify opportunities for improvement. Provide actionable strategies for achieving KPIs in marketing, sales, scheduling, customer satisfaction, and project margin. Facilitate ongoing communication and accountability through coaching calls and periodic field visits Performance Monitoring & Reporting: Track and analyze franchise performance metrics, reporting trends and results to brand leadership. Communicate progress, risks, and opportunities to the Franchise Operations leadership team. Key Competencies: Construction Mastery: Skilled in outdoor living construction, building codes, and job-site operations. Mentorship Mindset: Patient, encouraging, and skilled at transferring knowledge to non-technical learners. Operational Discipline: Strong understanding of estimating, scheduling, and process optimization and skilled at bringing clarity and order to complex, fast-moving construction environments." Communication Excellence: Comfortable presenting in classroom, virtual, and field environments. Collaborative Leadership: Works seamlessly with internal teams and franchise owners to achieve shared goals. Why Join Archadeck Be part of America's premier outdoor living brand with decades of industry leadership. Help shape the success of entrepreneurs launching their own construction businesses. Make a real impact - every day you'll see the results of your coaching in the form of beautiful backyards and thriving local businesses. Competitive compensation, benefits, and opportunities for growth within Empower Brands. About Archadeck Outdoor Living: Archadeck Outdoor Living, part of Empower Brands, is the nation's leading designer and builder of custom outdoor living spaces - including decks, porches, patios, fire features and shade structures. With over 70 independently owned locations across North America, we bring design, craftsmanship, and professionalism to every backyard project. We're growing fast - and we're looking for a Construction Field Support Manager who is passionate about residential construction and about helping others succeed. This is a unique opportunity to blend your field expertise with mentoring and operational coaching to help new and existing franchise owners thrive. WHO WE ARE: Empower Brands was founded in 2022 as a product of the integration of Lynx Franchising and Outdoor Living Brands. Empower encompasses ten industry-leading brands across commercial and residential services: JAN-PRO, FRSTeam, Archadeck Outdoor Living, Outdoor Lighting Perspectives (OLP), Conserva Irrigation, Koala Insulation, Wallaby Windows, Superior Fence and Rail, Bumble Roofing and Canopy Lawn Care. Empower is dedicated to providing its customers with the highest quality products and services in the commercial and home services industry while simultaneously delivering its franchise owners committed personal support, tools and empowerment to pursue their own success. Empower Brands is a portfolio company of MidOcean Partners, a leading private equity firm with an excellent track record investing in successful, growth-focused franchise businesses. For more about Empower Brands, visit the company's new website at EmpowerFranchising.com. Note: This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. Empower Brands is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Empower Brands makes hiring decisions based solely on qualifications, merit, and business needs at the time. #LI-remote

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** The Director Data Products & Strategy leads the vision, strategy, execution, and governance of enterprise data products across the organization. This role ensures data assets are delivered as trusted, compliant, and high-value products that enable critical business decisions within a highly regulated financial services environment. This leader partners closely with Technology, Analytics, Risk, Compliance, and Business stakeholders to align data investments with enterprise priorities, establish consistent data product management practices, and build a scalable organization that balances innovation with regulatory expectations. What you will do: Data Product Strategy Define and own the data product strategy and operating model. Establish and manage domain-based data product portfolios, including customer, transaction, risk, and operations domains. Translate enterprise strategy into multi-year data product roadmaps supported by clearly defined value cases. Leadership & Team Development Lead, mentor, and scale a team of Data Product Managers. Establish standards for product discovery, requirements definition, documentation, and delivery. Foster a culture of accountability, outcomes, and continuous improvement. Delivery Oversight & Execution Oversee delivery of complex, cross-domain data products and data platforms. Ensure alignment between data product teams, data engineering, and analytics functions. Remove organizational blockers and manage dependencies across teams. Governance, Risk & Compliance Partner with Data Governance, Risk, Legal, and Compliance teams to embed controls within data products. Ensure data products meet regulatory requirements related to privacy, lineage, auditability, and data retention. Establish clear ownership, stewardship, and accountability for enterprise data domains. Executive Stakeholder Engagement Serve as a trusted advisor to senior business and technology leaders. Communicate data product strategy, progress, and value to executive audiences. Balance competing priorities across business units while driving enterprise alignment. Measurement & Value Realization Define success metrics for data products, including adoption, data quality, and business impact. Track ROI and ensure data initiatives deliver measurable outcomes. Drive continuous optimization of the enterprise data product portfolio. What you will bring: 8-10+ years of experience in product management, with 4+ years focused on data, analytics, or platform products. 5-6+ years of experience in people leadership or senior product leadership roles. Experience working in financial services or other highly regulated industries. Strong understanding of enterprise data platforms, including data lakes, data warehouses, and streaming technologies. Strong understanding of analytics, business intelligence, and metrics layers. Experience with data governance practices, including metadata management, data lineage, and data quality. Proven success leading large-scale, cross-functional initiatives at the enterprise level. Familiarity with data mesh or domain-oriented data product models desired. What will set you apart: Background in analytics, engineering, or quantitative roles preferred. Experience presenting to executive leadership and governance forums is a plus. Experience with cloud-native data ecosystems such as AWS, Snowflake, or Redshift preferred. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $114,000.00 - $165,300.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-31-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Technical & Aggregation Support Specialist, you will resolve complex technical issues for clients, advisors, and internal support teams in a fast‑paced, technology‑driven environment. You will partner closely with engineering teams and third‑party providers to diagnose issues, improve product functionality, and deliver exceptional customer experiences. This role requires strong technical skills, analytical thinking, and a customer‑first mindset. What you will do Resolve client, advisor, and internal support inquiries submitted through Zendesk Partner with engineering teams and third‑party aggregators to identify, escalate, and resolve technical issues Analyze trends in client issues and serve as the voice of the customer to drive product improvements Create and maintain Help Center articles and technical documentation for common issues Recommend and support process and tooling improvements to enhance customer satisfaction What you will bring Bachelor's degree and at least 2 years of related experience, or equivalent work experience Strong analytical and technical troubleshooting skills Excellent written communication skills with ability to explain technical concepts clearly Strong time management and organizational skills in a support environment Customer‑first attitude with empathy and accountability for issue resolution What will set you apart Experience with Zendesk, JIRA, or similar support tools Account Aggregation experience a plus Experience providing technical support via phone, chat, and email Ability to work cross‑functionally with engineering and product teams Experience writing technical documentation or training support personnel Working knowledge of SQL or similar data tools ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $55,300.00 - $76,075.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-20-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.

The Advisor Career Development Associate Branch Manager will help drive profitable growth by leading, coaching, and developing assigned Advisor Career Development (ACD) advisors in a specified Region hub. Responsible for hiring and delivering a compelling business plan emphasizing GDC growth, Client Acquisition and Financial Planning results for all ACD hub advisors. Key Responsibilities: Train ACD advisors through a standardized training curriculum to become proficient at acquiring financial planning clients through the six key activities, mastering scripts, overcoming objections and phone clinics. Coach and motivate advisors to be persistent, to deal with rejection, to manage ups and downs of the business. Identify coaches, set expectations, and demonstrate-observe-confirm their skills in providing meeting coverage for new advisors. Ensure advisors are achieving their goals through accountability reviews, escalating performance issues, and gaps to leadership. Required Qualifications Bachelors degree or equivalent. 3 - 5 years relevant experience required with a proven track record of success. Active FINRA Series 7. Active State Securities Agent Registration (S63 or S66). Active State IAR Registration (S65 or S66). Active Life and Variable Contracts insurance licenses. Maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training. Maintain state securities registrations in resident state, place of business, and states where securities-based compensation is received. Maintain Investment Advisor Representative registration in investment advisor representative states with a place of business. 3+ years of people management experience. Excellent compliance record and knowledge of compliance requirements. Preferred Qualifications Masters degree or equivalent. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $43,888 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group

WHO WE ARE: Empower Brands was founded in 2022 as a product of the integration of Lynx Franchising and Outdoor Living Brands. Empower encompasses ten industry-leading brands across commercial and residential services: JAN-PRO, FRSTeam, Archadeck Outdoor Living, Outdoor Lighting Perspectives (OLP), Conserva Irrigation, Koala Insulation, Wallaby Windows, Superior Fence and Rail, Bumble Roofing and Canopy Lawn Care. Empower is dedicated to providing its customers with the highest quality products and services in the commercial and home services industry while simultaneously delivering its franchise owners committed personal support, tools and empowerment to pursue their own success. Empower Brands is a portfolio company of MidOcean Partners, a leading private equity firm with an excellent track record investing in successful, growth-focused franchise businesses. For more about Empower Brands, visit the company's new website at EmpowerFranchising.com. ESSENTIAL DUTIES AND RESPONSIBILITIES: Customer Invoicing and Accounts Receivable Verify and reconcile revenue transactions generated by an automated Customer Relationship Management (“CRM”) software. Reconcile CRM automated customer payments to bank deposits. Assist franchise clients with research of customer account discrepancies. Obtain information from clients to ensure records are accurate and complete and that accounts receivable ledgers and journals are up to date. Accounts Payable and vendor payments Accounts payable data entry. Assist franchise clients with vendor payments and statement reconciliation. General Accounting Duties General ledger journal entries (including, but not limited to): Payroll record keeping Monthly depreciation/amortization Cost of Goods Sold and inventory valuation adjustments Construction job cost accrual accounting Monthly account reconciliations - Bank and Credit Card Maintain certain spreadsheets for monthly reporting and analysis Assist with preparing the monthly financial reporting package Assist with any other general accounting and bookkeeping duties as required CANDIDATE REQUIREMENTS & COMPETENCIES: Bachelor's degree in accounting, finance, or related field preferred (Associate's degree required) 3+ years multi-client bookkeeping experience Experience with QuickBooks and QuickBooks Online is required (ProAdvisor certification preferred) Strong verbal and written communication skills Energetic, positive, and enthusiastic attitude Attention to detail Multi-tasking capabilities Ability to work both independently as well as within a team environment Microsoft Office products' knowledge and proficiency are required. Note: This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. Empower Brands is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Empower Brands makes hiring decisions based solely on qualifications, merit, and business needs at the time. #LI-remote

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** A Principal Software Engineer is a senior technical leader responsible for architecting and implementing complex software solutions, driving technical excellence, and providing guidance on major engineering projects. They play a crucial role in shaping the technical roadmap and strategy of the organization. A Principal Software Engineer is an individual contributor focusing on the significant engineering ownership of complex applications including design and development of new features, improvements to existing code, code release and deployment and maintenance of the applications. What you will do: Provide technical feasibility and evaluation of the product based on the business needs Provide technical leadership to the team in design finalization, code reviews, and resolving production support and maintenance issues Lead design and implementation of critical software components and systems Mentor technical members of the team Contribute to the development of coding standards, best practices, and guidelines Collaborate with stakeholders to define and execute the technical roadmap Stay informed about emerging technologies and industry trends to drive technical innovation Hands-on role which involves coding on day-to-day basis Lead domain modelling designs Responsible for production on-call duties like any other team member Produce high quality design documentation What you will bring: 7+ years of expertise in Java , Spring boot microservices and Cloud Native technologies or similar (including 2+ years in a lead or principal capacity) Designed, developed, and maintained a complex software solution involving multiple stakeholders Proficient in AWS/EKS and SQL/NOSQL platforms Preferred knowledge of service mesh technologies like Istio/Envoy Deep knowledge and understanding of Cloud based development tools and processes Proven experience in designing critical applications that interact with several other systems internally and externally Deep knowledge and understanding of software development process in a distributed multi geography team environment Good hands-on experience in domain driven modeling and API development. Good working knowledge of SRE practices and responsibilities Excellent problem-solving and communication skills including written and oral Proven team player who can mentor other technical members of the team What will set you apart: Bachelor's degree in computer science or related field Architecture level cloud or product certifications This is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this . You may be required perform other duties that are not included on this . The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $125,400.00 - $181,875.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-24-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** The Director of DevOps will guide our adoption of infrastructure-as-code pipelines and expand our EKS-based microservice platform across the Empower enterprise. You will enable autonomous, cross-functional teams to be more productive, strengthen security with automated controls, and continuously improve the scalability and observability of our systems. This role combines hands-on technical leadership with building and leading high-performing engineering teams in support of an organization committed to diversity and inclusion, community, and long-term success. What you will do: Build, grow, and manage high-performing engineering teams, and participate in roadmaps, vision, and strategic planning. Partner with developers, quality engineers, security engineers, data engineers, DBAs, and product managers to deliver Infrastructure, Security, and Operation as Code. Lead adoption and expansion of CI/CD and IaC pipelines to support secure, scalable application delivery. Define and instrument end to end observability monitors, alerts and practices. Develop recovery and incident run books. Define, validate and instrument SLO and SLI across platform services. Provide engineering leadership and best practices including code reviews and platform and SDLC practices Foster strong working relationships across Engineering and the broader business. Communicate effectively with strong verbal and written skills, keeping leadership informed and helping create organizational goals. Remove technical obstacles, enhance team processes, and drive resolutions for complex issues. Mentor, coach, and support individuals through 1:1s and career development. What you will bring Bachelor's degree in computer science or equivalent STEM, from an accredited college or university. 10+ years of AWS experience, including designing, building, and operating large-scale applications. 6+ years of experience managing a DevOps/SRE or Engineering organization, with a passion for mentoring and leading engineers. Expertise building fully automated infrastructure, preferably using AWS, EKS, GitLab, and Terraform. Experience setting up observability tools (SRE) and driving adoption with development teams. Software engineering background. Experience working with, operating, and deploying CI/CD and IaC pipelines. Expertise with Istio and AWS IAM. Experience supporting data platforms and tools such as Spark, EMR, and SageMaker. Ability to work cooperatively and effectively across organizations and all levels of leadership. Excellent written and verbal communication skills. AWS certifications. What will set you apart: Master's degree from an accredited college or university. A background in retirement, finance, or the insurance industry. AWS Solutions or Developer Certification This is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this . You may be required perform other duties that are not included on this . The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $138,000.00 - $200,100.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-31-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As an Investment Advisor, you will be responsible for servicing individual clients and brokerage customers within Empower's taxable and IRA accounts. You'll enroll new clients and perform annual and mid-year review for existing clients. The Investment Advisor will provide direct best interest advice to our Premier IRA customer population and perform brokerage trading for the IRA and taxable brokerage population. What you will do: Educate retail clients on the Advisory Services available through their plan to reach their retirement goals Possess knowledge of the clients' financial goals and be able to explain managed account service offerings Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the client's best interest Will perform aspects of financial planning for customer Perform mutual fund, equity, bond, ETF, Muni and, CD trades Uncover leads and opportunities to hand off to the Wealth Advisor Team Drive new business opportunities Deliver an efficient and responsive client experience by taking ownership, delivering accurate information, and initiating proactive follow up What you will bring: 4 + years of financial customer service experience Brokerage and mutual fund trading experience FINRA Series 7, 63 & 65 required FINRA fingerprinting required What will set you apart: Strong written, verbal, and presentation skills Retail, IRA. and/or 401K customer service experience Bachelors preferred ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $55,300.00 - $76,075.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-31-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** The Empower Personal Wealth (EPW) Lead Coordinator will partner with EPW leadership to execute current and future lead lifecycle processes, including curating, assigning, reassigning, and reporting on leads across teams. This role supports both EPW and EWS by managing day-to-day lead operations that contribute to asset growth and retention, and by working with Marketing, Product, and technology partners to improve and automate lead lifecycle processes. What you will do: Execute team-specific lead lifecycle processes, including curating, assigning, reassigning, and reporting on leads. Manage daily and weekly lead assignments accurately and on time. Serve as a trusted subject matter expert for Marketing and Product partners on campaign logic. Maintain documentation for existing lead lifecycle processes and create procedures for change requests and new lead projects. Create, modify, and deliver lead assignment reporting for stakeholders and business leadership. Proactively provide lifecycle reporting to Marketing/Product, Advisory, and business leadership. Partner with technology teams to automate lead lifecycle processes. Act as a liaison between the Advisory team, stakeholders, and systems development, product development, marketing, and training teams as needed. Support sales and business teams in building business cases. Troubleshoot issues, resolve independently when possible, and escalate appropriately when needed. What you will bring Bachelor's degree in Business, Economics, or applicable business experience. Ability to learn and work with multiple lead types within EPW and EWS. Familiarity with Salesforce Dataloader or comfort learning new technologies. Advanced knowledge of Microsoft Excel and Access. Strong attention to detail and accuracy, with strong quantitative and analytical aptitude. Demonstrated ability to drive process improvements, problem-solve, and produce results. Strong communication and presentation skills. Ability to work independently with follow-through and collaborate across cross-functional teams (including Sales, IT, and Finance). Ability to prioritize and manage multiple projects. FINRA fingerprinting required. What will set you apart: 1 to 3 years of financial or sales analysis experience in sales operations or finance. 1 to 3 years of SFA and CRM administration or business systems analyst experience. 1 to 3 years of experience with Salesforce.com and Salesforce Dataloader. 1 to 3 years of SQL coding experience or comfort learning SQL. Understanding of data warehouse, business intelligence, and data tools and technologies. This is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this . You may be required perform other duties that are not included on this . The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $65,600.00 - $92,675.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-27-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.

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 will be able to work from home on Wednesdays and Fridays. We're looking for a senior platform owner to join our ranks. As a member of the advisor digital solutions group, the senior platform owner will help to drive the success of our core product offering focused on our trading platforms. You will work closely with our trading and asset management teams, our Orion Advisor 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 partners. Key Responsibilities Maintaining deep expertise in Orion Advisor Technology's full trading platform capabilities, including Model Management and trading at both the practice and household levels. Develops a comprehensive understanding of individual product features and their integration points, and effectively communicates these insights to a broad audience, including affiliates and home office staff Partnering closely with Orion Advisor Technology's trading product team and Commonwealth's internal Platform Managers to advocate for the needs of our advisor community; Actively engages with Orion's customer success team and maintains a strong presence in the trading roadmap process to ensure the successful rollout of features, with a focus on platform quality, stability, and user experience Elevating practice efficiency by educating advisors on leveraging the trading platform. Be able to communicate and highlight 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 Commonwealth's internal portfolio and model management platform. Provide guidance and training on product capabilities and advocate on their behalf with Orion Advisor Technology Building and managing a product feedback loop for the continued advancement of the internal and external-facing trading platform Being an active contributor and respond to affiliate-facing feedback. Field ad hoc requests and actively engage with our affiliates to ensure input is gathered for the continued refinement of the trading platform Providing consultation and education to the internal support group(s) and stakeholders by keeping them apprised on new product information and capabilities; Aids with the creation of training materials and IT communications Facilitating and leading product review sessions with our affiliate community Supporting Commonwealth's vision by delivering product presentations at Commonwealth conferences and events Issuing escalation and working with IT Service Delivery Lead to ensure timely communication and resolution execution with our vendors 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 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 Additional Skills and Knowledge A minimum of 5 years' experience in a related role focused on building, managing or supporting enterprise-level and/or advisor-facing trading platforms Bachelor's degree in finance, technology, or related field Series 7 or similar a plus Working knowledge of the Orion Trading platform a plus 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. Founded in 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. 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. Min USD $140,000.00/Yr. Max USD $160,000.00/Yr.