Position Summary:
As a member of the Business Integration & Change Management Team you will support the firm by overseeing a diverse portfolio of change management and business transformation projects across the firm.You willbe responsible fordriving change management initiatives to support firm wide operational and strategicobjectives.
Primary Responsibilities
Projectmanagestrategic change initiatives across the firm including process improvement target operating model development client experience and colleague experience enhancements.
Develop executive level presentations that synthesize complex information and analysis for key stakeholders
Lead stakeholder meetings and workshops to gather requirements build consensus and drive decision making
Perform quantitative and qualitative analysis on firm processes toidentifyopportunities and support business cases for change
Create comprehensive project documentation including process workflows requirements documents and standard operating procedures
Develop target operating models for strategic initiatives and present recommendations to internal stakeholders
Design and deliver training materials and change management communications for initiative rollouts
Work independently to drive multiple workstreams simultaneously whilemaintainingalignment with overall program objectives
Partner with cross-functionalteamsacross the firm and business leaders to execute on strategic priorities
Proactivelyidentifyrisks and issues develop mitigation strategies and escalate appropriately
Required Qualifications:
Undergraduate degree
7 years of relevant experience
Skillsand Competencies:
Exceptional presentation skills
Exhibita high levelof EQ toestablishtrust during transition periods.
Your organization and project management skills set you apart from yourpeersand you use personalityempathyand influence to motivateengageand win.
Strong verbal and written communication skills professional presentation and organizational skills.
Ability to think critically creatively and with care in a fast-paced complex work environment.
Passion for financial services and wealth management withappropriate educationand experience to match.
Compensation Range:
$00
WhyCerityPartners:
Our people drive our success by working together to deliver exceptional service to our clients. Below isa glimpse of the key elements of our total rewards package:
Health dental and vision insurance day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financialassistancefor advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures perspectives and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race religion national origin sex sexual orientation age veteran status disability status or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations please reach out to Applicants must be authorized to work for any employer in the U.S.
Required Experience:
Staff IC
Financial Management for Individuals, Businesses, and Nonprofits