Change Management Lead

Beedata
Chicago, IL
09 Jun 2024

Vacancy expired!

Bee Data Technology is a Global Leader in Enterprise Application Development. We undertake both Product Development and also enable our clients in several countries. With the backing of stable governance and defined processes, we excel in reaching our Goals effectively. We have 3 branches in the USA and deal with several market trending technologies with renowned clients.

Position : Change Management Lead

Duration : 12-18 month contract

Location: Chicagoland area ,IL

Must Haves / Notes from Manger:
  • 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. See responsibilities below for more details. This position would start at 50% (part-time) and ramp up to 100% (full-time) in the August/September time-frame.

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
  • ID: #42667441
  • State: Illinois Chicago 60290 Chicago USA
  • City: Chicago
  • Salary: $90 - $100
  • Job type: Contract
  • Showed: 2022-06-09
  • Deadline: 2022-08-05
  • Category: Et cetera