Principal - Business Integration & Change Management

Location: New York

*
* 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.
* Develop executive level presentations that synthesize complex information and analysis for key stakeholders
* Perform quantitative and qualitative analysis on firm processes to identify opportunities and support business cases for change
* 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 work streams 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
* Undergraduate degree
* 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.
** Primary Responsibilities
** Project manage strategic change initiatives across the firm including process improvement, target operating model development, client experience, and colleague experience enhancements.

Lead stakeholder meetings and workshops to gather requirements, build consensus, and drive decision making  Create comprehensive project documentation including process workflows, requirements documents, and standard operating procedures  
*
* Required Qualifications:

** 7+ years of relevant experience  
** Skills and

Competencies:

**** Compensation Range:
** Health, dental, and vision insurance – day 1! Financial assistance for advanced education and professional designations

Commuter benefits Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients.

We truly care about what we do.

Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set.

Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight.
At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth.
We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation.
The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal:
Finding diverse solutions to suit diverse financial needs.
#J-18808-Ljbffr