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 will be responsible for driving change management initiatives to support firm wide operational and strategic objectives.
Primary Responsibilities
- Project manage strategic 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 to identify opportunities 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 while maintaining alignment with overall program objectives
- Partner with cross-functional teams across the firm and business leaders to execute on strategic priorities
- Proactively identify risks and issues, develop mitigation strategies, and escalate appropriately
Required Qualifications:
- Undergraduate degree
- 4+ years of work experience; preferably in consulting
Skills and Competencies:
- Exceptional presentation skills
- Exhibit a high level of EQ to establish trust during transition periods.
- Your organization and project management skills set you apart from your peers and you use personality, empathy and influence to motivate, engage and 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 with appropriate education and experience to match.
Compensation Range:
$110,000-140,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a 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
- Financial assistance for 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 [email protected]. Applicants must be authorized to work for any employer in the U.S.
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What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
