Principal - Business Integration & Change Management

Cerity Partners • New York City, NY

13d

About The Position

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 .

Requirements

• Undergraduate degree
• 7+ years of relevant experience
• 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.

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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Principal