Senior Manager, Branch Change Management
Job Description Summary
Under general direction with a high level of autonomy, associate will facilitate management and continuous evolution of the Branch Change Management process. The role provides change management expertise, oversight and decision-making support for changes impacting the branch network. Associate will exercise judgment about how changes should be managed across the branch network. This role has a high level of management interaction across the Private Client Group and the areas that provide technology, product, and service support.
Job Description
Essential Duties and Responsibilities
- The Branch Change Management associate will work closely with the project community and senior business leaders to provide oversight and decision-making support for branch-impacting changes. The person in this position will play a lead role in overseeing governance and process to support successful branch change management at Raymond James.
- Guide change management strategy and planning for branch-impacting changes by partnering with internal teams across the enterprise in alignment with the Branch Change Management framework.
- Partner closely with PCG leaders, executives and key stakeholders to coordinate branch-impacting changes and identify and address key risks, dependencies and competing priorities.
- Engage directly with advisors and their teams to develop a thorough understanding of the branch business, gather feedback and apply those insights when evaluating and planning for branch-impacting changes.
- Maintain an inventory of branch-impacting changes and review with senior leaders to assess the volume, timing and potential cumulative impact on the branch network.
- Support planning and actively participate in Branch Change Management stakeholder forums, including leadership council meetings and the annual summit, to gather feedback, strengthen business understanding and inform change management strategies
- Advise on and provide timely review of communication strategies and plans to help ensure branch communications are clear, actionable and appropriate for advisors and their teams.
- Educate project/business leaders on the change management process and expectations; monitor adherence to established timelines and deliverables;
- Assess and support branch readiness for significant changes, identifying communication, engagement and adoption needs and partnering with change sponsors to address gaps.
- Identify, monitor and report on change progress, issues and resolution enabling the successful achievement of change deliverables and benefits;
- Collaborate effectively with other team members to ensure a productive and responsive organization.
- Evaluate and continuously improve the Branch Change Management process, tools and practices based on stakeholder feedback, lessons learned and evolving business needs.
Knowledge, Skills and Abilities
- Previous experience: A minimum of four (4) years’ experience delivering...