Commonwealth Financial Network · 2 weeks ago
Senior Platform Owner, Trading Systems
Waltham, MA
Full-time
Hybrid
Senior Level
$140K/yr - $160K/yr
5+ years expCommonwealth Financial Network is a company that values work/life balance and employee growth. They are seeking a Senior Platform Owner to drive the success of their trading platforms, collaborating with various teams and advocating for their advisor community.
ConsultingFinanceFinancial Services
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
Qualification
Required
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
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
Naturally empathetic and care deeply, genuinely and passionately about solving problems for affiliates
Ability to interact with others in a positive and respectful manner, fostering a collaborative work environment
Ability 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
Relationship/vendor management focus and champions for our affiliates' needs
Preferred
Series 7 or similar a plus
Working knowledge of the Orion Trading platform a plus
Benefits
Generous bonus and 401(k) programs
Tuition reimbursement
Flexible work schedules
Incredible health care benefits
Company
Commonwealth Financial Network
Commonwealth Financial Network is an independent broker and dealer supporting financial advisors.
501-1000 employees
H1B Sponsorship
Commonwealth Financial Network has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10)
2024 (8)
2023 (7)
2022 (7)
2021 (2)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
unknown2025-03-28Acquired
Leadership Team
Jay Grandfield CRPC®
CEO Zenith Advisory Group
Michael L. Stone
CEO & Founder of Milestone Investment Management LLC
Recent News
2026-01-16
2025-12-07
GlobalFinTechSeries
2025-12-03
Company data provided by crunchbase