Change Management Lead

Position: Change Management Lead

Location: prefer local to Chicagoland area, however can be fully remote within CST and EST time zones

they currently have a hybrid schedule, 1-2 days onsite if the person is local, they are at 200 W Madison St

Duration: 12-18 month contract

MUST be vaccinated and boosted even if remote, if you have someone who is vaccinated but not boosted I can ask the

Interview Process: 2 rounds, both video interviews

Must Haves :

• Hightower supports over 110+ advisory firms across the country, these firms use their software to calculate and collect fees
• This project is an overhaul of their current billing system, right now they use RevPort which is highly configured to Hightower and are moving to Redi2 which is a financial services specific tool
• If they have familiarity with Redi2 that would be a slam dunk, however they must have financial services experience and understand how the advisory fee process works/looks like
• This person will be partnering closely with the third party software vendor, as well as all the end users (advisors)
• This person will be expected to build a training program for the advisors and assist with user testing
• Go live date is expected for July 2023
• Right now they are still in the development stage, testing his expected to start the back half of this year
• This person will be reporting to the Director of Finance Operations and Transformation and will be the right hand to the Tech counterparts
• These advisors can have challenging and outspoken personalities, this person needs to be able to maintain that delicate balance of juggling resistance while still making forward progress
• Must be able to stay level headed at all times

Description:

• In partnership with the Technology team and an external vendor, the Hightower Revenue billing team is actively working to overhaul our advisory fee billing engine and advisor-facing portal.
• The billing engine will provide increased flexibility to the advisory fee calculation process, while the advisor-facing portal will provide new capabilities to the 110+ advisory firms that review and approve their billing on a periodic basis.
• This includes, but is not limited to, enhanced periodic fee reporting, workflow improvements, cash available aggregate reporting, and more.
• The project is planned to go-live in mid-2023, with user acceptance testing ramping up in Q4 2022 and into Q1 2023.
• We are seeking a functional Change Manager who can act as a liaison, guide, and resource to the 20 advisor firms that will participate in UAT, as well as the broader advisory community.

Responsibilities:

• Execute a change impact & stakeholder assessment to help drive the other deliverables and responsibilities below
• Prepare communication/marketing material and energize the full advisor community in regards to the upcoming enhancements the new billing engine/portal will be offering
• Organize, prepare, help carry out, and track user acceptance testing for the advisor community participants
• Solicit feedback and answer questions from the advisor community around the upcoming billing enhancements
• Build advisor portal training in Brainshark so the advisory community can leverage it as a resource.
• Support in any corporate-facing change management activities where needed
• During go-live, provide change reinforcement & education to the advisor community, answering any questions or concerns as needed. Create communication around go-live activities.

Skills : change management