Envestnet · 2 weeks ago
Change Management Specialist
United States
Full-time
Remote
Entry, Mid Level
$92K/yr - $115K/yr
2+ years expEnvestnet is a leading financial technology company transforming the delivery of financial advice through innovative solutions. The Change Management Specialist will support enterprise change initiatives by producing and coordinating essential change management deliverables, including documentation, communications, and training materials.
FinanceFinTechFinancial ServicesWealth Management
Responsibilities
Develop core change management deliverables: Draft and maintain impact assessments, stakeholder/audience analysis, readiness tracking, and supporting documentation; manage inputs, reviews, and version control
Create and coordinate communications: Draft, format, and schedule change communications; maintain the communications calendar; coordinate approvals and distribution
Build presentations and materials: Create clear, audience-ready slides and supporting content for project updates, leadership readouts, and working sessions
Support training and enablement: Assist with training needs analysis, content development, session logistics, and follow-up; help ensure materials are accurate and easy to use
Create job aids and performance support: Translate changes into simple, step-by-step job aids and quick reference guides; validate with SMEs and incorporate feedback
Coordinate stakeholders and adoption tracking: Support stakeholder touchpoints, capture feedback/questions, and track engagement and completion metrics for reporting
Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested
As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk
Qualification
Required
2-5 years of supporting change management, communications, training, or related business transformation work
Strong written communication and editing skills; ability to tailor messages to different audiences
Comfort developing clear, visually consistent presentations and job aids
Organized and detail-oriented; able to manage multiple tasks, deadlines, and review cycles
Stakeholder service mindset; able to work with SMEs and incorporate feedback constructively
Working knowledge of common change management activities (impacts, comms, training, adoption) and interest in growing change management capability
Proficiency with Microsoft 365 (PowerPoint, Word, Excel, Teams); comfortable working in SharePoint/Teams sites for document management and collaboration
Familiarity with email distribution tools (e.g., Mailchimp) and basic communications metrics is a plus
Benefits
Health Benefits (Health/Dental/Vision)
Paid Time Off (PTO) & Volunteer Time Off (VTO)
401K 6 Company Match
Annual Bonus Incentives
Parental Stipend
Tuition Reimbursement
Student Debt Program
Charitable Match
Wellness Program
Company
Envestnet
Envestnet provides integrated technology, intelligent data, and wealth solutions to registered investment advisors, banks, and dealers.
1001-5000 employees
H1B Sponsorship
Envestnet has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
6%
Represents job field similar to this job
Management and Executive
Engineering and Development
Product Management
Customer Service and Support
Legal and Compliance
Education and Training
Accounting and Finance
Trends of Total Sponsorships
*2026 (1)
2025 (21)
2024 (38)
2023 (29)
2022 (40)
2021 (49)
2020 (27)
Funding
Current Stage
Public CompanyTotal Funding
$1.42BKey Investors
Impactive CapitalBlackRockKeystone Capital
2024-07-11Acquired
2022-11-15Post Ipo Debt· $575M
2022-03-31Post Ipo Equity· $289.4M
Leadership Team
Chris Todd
Chief Executive Officer
Brandon Thomas
Co-Founder & Chief Information Officer
Recent News
Company data provided by crunchbase