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Change Management Analyst

OsaicOsaic·Financial Services

Compensation

$95,000 - $115,000/year

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Posted

26 days

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About the role

Current Employees and Contractors Apply Here

Osaic Careers

Business Analyst Opportunity in Financial Services

Change Management Analyst

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic is not considering remote candidates at this time.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type:        Full-time

Salary:            $95,000 - $115,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.

Summary:

The Change Management Analyst will support Osaic’s strategic initiatives by developing and executing strategies to help financial professionals and employees adapt and absorb change. This position will be responsible for working with key stakeholders across a variety of subject matters to implement a repeatable, scalable process to support people through change. This individual will also be responsible for working across the organization to drive specific change management events and measuring adoption of these change events.

Education Requirements:

  • Bachelor’s Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered 

Responsibilities:

  • Work with key stakeholders to 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.

Basic Requirements:

  • 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)

Current Employees and Contractors Apply Here

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Aplyr's read

Osaic leverages technology to innovate financial services, attracting professionals focused on client experience and operational efficiency in a dynamic work environment.

Synthesized from recent postings & public sources

What's promising

  • Osaic emphasizes technology-driven solutions, enhancing client experiences in financial services.
  • The company offers diverse roles, from compliance to human resources, indicating growth opportunities.
  • Osaic's focus on operational efficiency suggests a commitment to continuous improvement.

What to watch

  • Limited public information about Osaic's financial stability raises potential concerns.
  • The company's rapid role expansion may strain existing resources.
  • Potential for high-pressure environment due to focus on innovation and efficiency.

Why Osaic

  • Osaic integrates technology deeply into financial services, differentiating it from traditional firms.
  • The company's diverse role offerings indicate a broad operational scope.
  • Osaic's focus on enhancing client experiences sets it apart in the financial sector.

Aplyr’s read is generated by AI from public sources. Was it useful?

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About Osaic

Osaic is a technology-driven company that provides innovative solutions for financial services, focusing on enhancing client experiences and operational efficiency.

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