Position Information

Hiring Manager:

Director

Department:

Change Management

Position Responsibilities

This position will focus on managing different elements of change efforts throughout the lifecycle of a project including, developing a change strategy, creating and implementing communication plans, developing training approaches / materials and measuring adoption.

Responsibilities include, but are not limited to:

• Shaping and driving change strategies aligned with enterprise goals
• Leading delivery of change initiatives; tracking performance and mitigating risks
• Coaching team members while fostering collaboration and growth
• Applying data-driven insights to assess impact and guide decisions
• Collaborating with internal stakeholders to conduct needs assessments and customize training plans based on employee and project requirements
• Building and implementing solutions using dynamic digital adoption tools
• Creating comprehensive process maps with a focus on user impact using Visio, SharePoint Online, PowerPoint and videos
• Developing content and designing training materials including e-learning videos, training guides and quick reference cards
• Researching and testing new technologies and processes to develop relevant learning materials
• Troubleshooting technical issues and coordinating with vendor support
• Maintaining and updating learning materials throughout project lifecycles and beyond

Candidate Requirements

Qualifications & Experience:

• Bachelor’s degree required
• 5+ years of direct relevant experience is required
• Experience working with digital adoption tools (e.g., WalkMe, Pendo, Userlane, Appcues); strong knowledge of WalkMe is preferred
• Familiarity with implementing a range of training assets in the financial services industry is a plus
• Experience with design, user experience and Learning Management Systems is a plus
• Background in technology services and support is a plus
• Delivery oriented with high quality customer service standards
• Excellent written and verbal communication skills
• Excellent collaboration skills
• Navigates shifting priorities with resilience and focus
• Must be motivated by a fast paced, complex environment and comfortable learning new technologies quickly
• Enthusiastic about working in office and creating a Gold Standard hybrid work culture

Critical Competencies for Success

Our Gold Standards define key behaviors and competencies across 4 dimensions:  Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together. 

• Leadership:  Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome.

• Achieving Results:  Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow.

• Personal Effectiveness:  Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances.

• Thinking Critically:  Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance.

The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role.

• Change Strategy:  Leverages Change Management expertise to develop strategies that support business needs. Applies understanding of value drivers and critical success factors that will positively impact the Firm.

• Change Industry Knowledge:  Leverages Change Management industry knowledge and best practices to facilitate the people side of change.

• Change Application Excellence:  Ensures project success by continually assessing and improving the Firm’s change processes based on Firm culture and needs.

• Project / Program Management:  Manages Change Management projects and / or programs through planning, identifying resources, monitoring and communicating project activities and assessing impacts of project decisions.

• Sponsorship Management:  Takes a consultative approach with internal sponsors including building trust and coaching.

• Communication Excellence:  Drives awareness, increases knowledge and desire and mitigates resistance by identifying and implementing key messages.

• Training Excellence:  Drives knowledge and ability for “the change” by identifying learning needs, developing and executing effective training plans.

• Change Measurement:  Collects, analyzes and interprets data to measure adoption, identify trends and develop reinforcement plans.

Compensation & Benefits

For New York Only: It is expected that the base salary range for this position will be $95,000 to $150,000. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an ‘at-will position’ and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors.