Support Osaic’s strategic initiatives by developing and executing strategies to help financial professionals and employees adapt and absorb change
Assess and document impact of a given change, including process, technical, behavioral/mindset
Help define vision, benefit and key messages that will support the change objective
Leverage existing and/or design customized strategies to support internal and external constituents through change as identified in impact assessments
Partner with communications and training teams to ensure that the change management strategy is supported by those two critical components
Track financial professional feedback and how it has / has not been actioned to demonstrate commitment to their voice and experience
Coordinate early adopter / pilot groups to ensure our change management approach is supporting the appropriate perspectives and experiences

Minimum 5 years’ experience in insurance or financial services industry performing or working with multiple functions
Minimum 2 years’ experience working in the wealth management industry
Minimum 2 years of project or change management experience
Strong organization, time management and productivity skills, including the ability to handle multiple tasks simultaneously
Ability to bring fresh perspective to existing processes or materials
Strong listening skills and ability to find resolutions or compromises to conflicting opinions and instructions
Demonstrates strong leadership capabilities, including the ability to lead through change and/or periods of rapid growth
High curiosity for learning more about subject matter, the firm, our industry.
Preferred Requirements: FINRA Series SIE, 6/7, 24 and/or 66 (65 & 63)

Change Management Analyst

Key skills