Strategic Change Management Spec-Technology

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

The Strategic Change Management (SCM) Specialist supports the planning and execution of change management activities for technology-driven initiatives across the enterprise. This role works closely with Stifel teams and project stakeholders to help ensure the people side of change, including communications, training, and adoption is effectively addressed. The Specialist role contributes to stakeholder analyses, develops change materials, tracks adoption metrics, and supports the overall success of technology transformations across Stifel operating models by helping employees understand, accept, and embrace new tools, systems, and ways of working.

• Support the development and execution of change management plans for internal technology projects and digital transformation initiatives.
• Conduct stakeholder identification and analysis activities, documenting stakeholder groups, their interests, and potential impacts.
• Assist in the development of readiness assessments and change impact analyses to inform engagement and communication strategies.
• Draft, edit, and coordinate communications including emails, FAQs, newsletters, and intranet content to keep stakeholders informed throughout the change lifecycle.
• Support the design and delivery of training programs, including creating job aids, quick reference guides, and other learning materials.
• Collect, track, and report on adoption metrics and key performance indicators, preparing dashboards and status reports for leadership.
• Coordinate logistics for change-related meetings, workshops, and training sessions.
• Collaborate with project managers, business analysts, and technology teams to integrate change management activities into project timelines.
• Maintain change management documentation, templates, and knowledge repositories to support consistent practices across initiatives.
• Identify and escalate adoption risks, resistance trends, or stakeholder concerns to senior change management team members.
• Participate in continuous improvement efforts by gathering lessons learned and contributing to the refinement of change management methodologies and tools.
• Be a continuous and curious learner to self‑improve, question the status quo and help develop growth in the technology organization for change management.

• Basic understanding of organizational change management principles and methodologies but not essential requirement.
• Strong written and verbal communication skills with the ability to create clear, engaging content for diverse audiences linking strategy to execution.
• Detail-oriented with strong customer facing and project coordination skills.
• Ability to work collaboratively across technical and business teams.
• Analytical and systems thinking mindset with the ability to gather data, identify trends, and synthesize findings into actionable insights.
• Adaptable and comfortable managing multiple tasks in a fast‑paced, dynamic environment across different technology domains.

• Minimum
  
  Required:
  
  Bachelor's degree in Organizational Development, Communications, Information Technology, Business Administration, or a related field or equivalent experience.
• Minimum
  
  Required:
  
  2+ years of experience in change management, communications, training, project or product management, business analysis, or a related discipline. Experience supporting technology implementations or digital transformation initiatives such as Dev Ops preferred.
• Preferred:
  Financial Services industry experience.

• Minimum
  
  Required:
  
  None.

• Proficiency with Microsoft 365 suite including Word, Excel, PowerPoint, Teams, and SharePoint.
• Experience with project or work management tools (e.g., Smartsheet, Asana, Jira) preferred.
• Familiarity with survey and feedback tools (e.g., Microsoft Forms, Qualtrics).
• Basic understanding of data visualization tools (e.g., Power BI) for adoption…