Research Analyst, Corporate Strategy

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 Corporate Strategy department offers a hybrid work schedule, so you’ll be able to work from home for part of the week!

We're looking for a Research Analyst to join our ranks. This is a unique opportunity to design and conduct research that improves services and experiences for thousands of financial advisors nationwide.

Key Responsibilities

• Identifying and executing the best methodologies for research projects to help us understand the wide range of needs across multiple types of advisors
• Partnering with product managers to identify research methodologies and conduct research projects for product and service enhancements
• Conducting advisor interviews and analyzing qualitative data
• Leading quantitative research projects and analyzing survey data
• Using quantitative and qualitative data to develop actionable insights
• Facilitating fact-finding and workshop sessions with stakeholders
• Developing dashboards and reporting tools
• Directing journey mapping research and deliverables
• Connecting data, interviews, and industry trends to facilitate next-generation advisor services
• Conducting and preparing presentations on segmentation and persona research
• Using storytelling and data visualizations to build creative, clear, and compelling graphics and presentations

Core Strengths and Skills

• 5-7 years of research experience
• Demonstrated ability to identify actionable insights from research
• Excellent data visualization and presentation building skills
• Understanding of appropriate uses of quantitative and qualitative methods
• Expertise with Qualtrics and survey design
• Working knowledge of data analysis and analytics tools (Excel, Power BI, SPSS, etc.)
• Strong project management skills
• Experience with customer journey mapping a plus
• Experience in financial services industry a plus

Please be prepared to share examples of your work.

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? 

Picture Yourself Here  

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That’s why we invest in you—we encourage employee growth both in your career and education; we are building out a robust diversity, equity, and inclusion program; we offer incredible healthcare benefits; and we find plenty of occasions to celebrate. What’s not to love? 

We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you. 

About Commonwealth  

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.  

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, which has earned us 43 Best Place to Work awards.  

The Fine Print  

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.  

Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.