About The Position

The Change and Communications Management Analyst is an early-career role in the Technology organization. The role helps ensure technology changes are planned, communicated, and adopted across the firm by establishing consistent change processes, standards, and communications for employees and other end users. The analyst works with the Head of Portfolio & Value Management, CIO, Technology leaders, business stakeholders, Corporate Communications, and teams across the technology portfolio. The position also supports the CIO and Technology leadership team with strategic communications, change initiatives, meeting coordination, executive materials, and related activities. It offers exposure to technology strategy, organizational transformation, executive leadership, and enterprise change, with the opportunity to take on progressively broader responsibilities within the CIO organization.

Requirements

  • Bachelor's degree or equivalent combination of education and relevant experience.
  • Approximately 1–3 years of professional experience; strong recent graduates with relevant internships or leadership experience are encouraged to apply.
  • Exceptional written and verbal communication skills.
  • Strong organizational skills and attention to detail.
  • Ability to manage multiple priorities and follow through on commitments.
  • Strong interpersonal skills and comfort working with stakeholders at different organizational levels.
  • Ability to translate complex information into clear, concise, business-friendly communications.
  • Strong proficiency with Microsoft PowerPoint, Word, Excel, Outlook, and Teams.
  • Intellectual curiosity and demonstrated interest in technology, business transformation, organizational change, or financial services.
  • Professional judgment and discretion when handling confidential or sensitive information.

Nice To Haves

  • Experience or coursework related to communications, business, technology, organizational change, project management, marketing, or a related discipline.
  • Internship or professional experience in financial services, consulting, technology, communications, or a corporate environment.
  • Familiarity with change management, project management, product management, or Agile concepts.
  • Experience developing presentations or communications for senior leaders.
  • Familiarity with Microsoft 365, collaboration tools, and emerging AI productivity tools.

Responsibilities

  • Support the development and execution of change management plans for technology initiatives affecting employees, financial advisors, and other end users.
  • Partner with project, product, technology, business, training, and communications teams to identify upcoming changes and coordinate their introduction.
  • Help establish a consistent Technology Change Management framework, including standards, templates, processes, calendars, and communication channels.
  • Monitor upcoming technology releases and changes to identify end-user impacts and communication requirements.
  • Assist with stakeholder identification, impact assessments, readiness activities, training coordination, and adoption planning.
  • Gather end-user feedback after significant changes and identify opportunities to improve future rollouts.
  • Support measurement of change effectiveness, communications reach, adoption, and end-user experience.
  • Coordinate communications about technology initiatives, platform changes, releases, outages, upgrades, new capabilities, and major transformation programs.
  • Draft clear, concise communications that explain technical changes in business-friendly language.
  • Coordinate with Technology leaders and corporate stakeholders to ensure communications are accurate, timely, consistent, and appropriately targeted.
  • Develop and maintain communication templates and standards for different types of technology changes.
  • Coordinate technology communication calendars to reduce overlapping or conflicting messages.
  • Assist with CIO and Technology leadership communications, including organizational updates, presentations, talking points, town halls, and executive messages.
  • Help communicate Technology's progress, business value, modernization efforts, and accomplishments across the organization.
  • Provide coordination and administrative support to the CIO and Technology leadership team.
  • Assist with preparation and coordination of leadership meetings, town halls, planning sessions, and other key forums.
  • Prepare agendas, presentations, briefing materials, meeting notes, action items, and follow-up communications.
  • Track selected CIO priorities, commitments, decisions, and follow-up items.
  • Coordinate information and materials for executive and senior leadership discussions.
  • Support special projects and strategic initiatives sponsored by the CIO.
  • Work across Technology teams to gather information, coordinate activities, and advance priorities.
  • Support the Head of Portfolio & Value Management in establishing consistent change and communication practices across the Technology portfolio.
  • Coordinate with portfolio, product, project, architecture, engineering, infrastructure, cybersecurity, data, and business teams to understand upcoming initiatives and organizational impacts.
  • Help integrate change management and communication activities into the technology planning and delivery lifecycle.
  • Assist in maintaining calendars, dashboards, status information, and other materials that provide visibility into major Technology initiatives.
  • Support communication of the business outcomes and value delivered through Technology investments.

Benefits

  • Paid Parental Leave
  • Generous Paid Time Off
  • Eligibility for a $2,000 referral bonus
  • Professional Development Assistance Plan
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