Cerity Partners · 23 hours ago
Senior Associate - Business Integration & Change Management
Cerity Partners is a firm focused on business integration and change management, seeking a Senior Associate to oversee change management and business transformation projects. The role involves managing strategic initiatives, developing presentations, leading stakeholder meetings, and creating project documentation to support operational and strategic objectives.
BankingFinanceFinancial Services
Responsibilities
Project manage strategic change initiatives across the firm including process improvement, target operating model development, client experience, and colleague experience enhancements
Develop executive level presentations that synthesize complex information and analysis for key stakeholders
Lead stakeholder meetings and workshops to gather requirements, build consensus, and drive decision making
Perform quantitative and qualitative analysis on firm processes to identify opportunities and support business cases for change
Create comprehensive project documentation including process workflows, requirements documents, and standard operating procedures
Develop target operating models for strategic initiatives and present recommendations to internal stakeholders
Design and deliver training materials and change management communications for initiative rollouts
Work independently to drive multiple workstreams simultaneously while maintaining alignment with overall program objectives
Partner with cross-functional teams across the firm and business leaders to execute on strategic priorities
Proactively identify risks and issues, develop mitigation strategies, and escalate appropriately
Qualification
Required
Undergraduate degree
4+ years of work experience; preferably in consulting
Exceptional presentation skills
Exhibit a high level of EQ to establish trust during transition periods
Your organization and project management skills set you apart from your peers and you use personality, empathy and influence to motivate, engage and win
Strong verbal and written communication skills, professional presentation, and organizational skills
Ability to think critically, creatively and with care in a fast-paced, complex work environment
Passion for financial services and wealth management with appropriate education and experience to match
Benefits
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Company
Cerity Partners
Cerity Partners is a financial services company specializes in banking,finance and personal loan.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Audax Private Debt
2022-07-29Debt Financing
2022-07-13Acquired
2021-02-21Debt Financing
Recent News
2026-01-09
Maryland Daily Record
2026-01-09
2026-01-07
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