Vice President, Strategic Retirement Solutions


  • Leads the Retirement Consulting Services group.
  • Drives the department’s strategic initiatives for all facets...
Senior Retirement Solutions Consultant


  • Fields inquiries from advisors and provides retirement consultation on all aspects of advisors’ retirement practices...
Supervisor, Retirement Consulting Services

  • Leads the team of retirement consultants while continuing to support advisors across the spectrum of their retirement...
Retirement Consultant

  • Helps advisors and Commonwealth home office staff navigate complex situations related to IRAs and various types of...
Retirement Solutions Consultant
  • Helps advisors and Commonwealth home office staff navigate complex situations related to traditional, Roth, SIMPLE...
Senior Retirement Solutions Consultant
  • Helps advisors and Commonwealth home office staff navigate complex situations related to traditional, Roth, SIMPLE...
Retirement Solutions Consultant


  • Fields inquiries from advisors and provides retirement consultation on all aspects of advisors’ retirement practices...
Director, Strategic Retirement Solutions
  • Directs Commonwealth’s plan investment services, including Commonwealth's 3(38) fiduciary plan service, PlanAssist...
Retirement Marketing Program Manager

  • Responsible for advisor-facing 401(k) sales, marketing and prospecting content and communications, retirement plan...
Product Manager

  • Oversees the development and ongoing enhancements related to key retirement plan products—including data architecture...
Retirement Solutions Analyst


  • Assists the Retirement Consulting Services team in managing its daily activities and contributes to various projects
  • ...
Retirement Solutions Investment Analyst

  • Acts as a liaison for Commonwealth’s retirement plan investment platform and associated resources, tools, and vendor...
Retirement Solutions Investment Analyst
  • Acts as a liaison for Commonwealth’s retirement plan investment platform and associated resources, tools, and vendor...
Senior Retirement Solutions Specialist
  • Assists the Retirement Consulting Services team in managing its daily activities
  • Serves as a resource for advisors...
Manager, Retirement Plan Marketing

  • Drives marketing strategy, campaigns, and communications programs to support Commonwealth advisors working with...