Job Description Summary
Responsible for the effective delivery of business change management activities across projects and initiatives. Ensure the desired business outcomes are achieved and that the relevant stakeholders are ready and prepared for the change. Drive the change management process through support of analysts and shared service staff. Manage the development of business and customer impact assessments, stakeholder analysis, business transition plans, business readiness, and/or communication plans. Ensure effective communication and implementation strategies. Liaise with support functions in HR or corporate communications to help support an overall project initiative. Oversee the definition of training needs and delivery plans of various initiatives and lead the initiative involving company training specialists. Identify and develop risk mitigation and create resolution recommendations related to the delivery of the change program.Job Description
The role of a Change Manager (CM) is a valuable member of TriState Capital’s Change Management Office (CMO). The CM facilitates change across the bank. As an internal partner to bank stakeholders the CM supports change activities, including RFPs, License Agreements, Statements of Work, and intra department/business line projects with internal and external change. The CM partners with the CMO project team as needed to support CMO projects through the change management process.
Ultimately the CM is responsible for facilitation of the banks change management process, tracking of change projects, and development of and assistance with best practices for change. TriState relies on CMs to leverage and improve change practices across the bank to reduce time to value, improve effectiveness, and reduce the cost of change.
Primary Functions of the Position:- Apply a structured methodology and facilitate change management activities: Apply a change management process and tools to create a strategy to support adoption of the changes required by a project or initiative. Track implementation progress and reporting back to management.
- Support communication efforts: Support the design, development, delivery and management of communication and training plans to enable smooth implementation of the change.
- Assess the change impact: Conduct impact analyses, assess change readiness and identify key stakeholders.
- Support training efforts: Provide input, document requirements, and support the design and delivery of training programs.
- Collaborating with management to gather and analyze operational information: Support the change assessment process with direct and coaching engagement.
- Preparing change management strategies to reduce expenses, increase revenue, and maximize efficiency: Develop, evolve, and maintain a change management playbook of best practices within the bank.
- Aid in change resistance management: Consulting with staff members and identifying and managing anticipated resistance.
- Additional responsibilities may include
- Complete change management assessments
- Identify, analyze, and prepare risk mitigation tactics
- Identify and manage anticipated resistance
- Consult and coach project teams
- Create actionable deliverables for the five change management levers: communications plan, sponsor roadmap, coaching plan, training plan, resistance management plan
- Coach managers and supervisors
- Integrate change management activities into project plan
- Evaluate and ensure user readiness
- Track and report issues
- Define and measure success metrics and monitor change progress
- Support change management at the organizational level
Education and Experience Requirements:
- Bachelor's degree in business administration, human resources, or a related field.
- 5-7 years of change management, project management, or related roles (either as an employee or an external consulting capacity)
- 5 years banking or related financial industry experience a plus
- Proficiency in business management, statistics, analytics, and spreadsheet software such as Excel.
- In-depth knowledge of models and forecasting.
- Ability to influence others and achieve common goals.
- Excellent communication skills and ability to build strong relationships.
- Exceptional ability to solve problems and think analytically.
- Great organizational, project, and time management skills.
- Ability to establish and maintain strong relationships
- Flexible and adaptable; able to work in ambiguous situations
- Resilient and tenacious with a propensity to persevere
- Forward looking with a holistic approach
- Organized with a natural inclination for planning strategy and tactics
- Must be a team player and able to work collaboratively with and through others
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
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ResidentAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).
Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021).
Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
