Change Management Specialist

Description Envestnet is seeking a Change Management Specialist to join our Change Management Specialist department. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions - backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.

Envestnet's Strategy:

Deliver the industry-leading wealth management platform, powered by advanced data and insights Leverage our scale and efficiencies to serve our clients' needs comprehensively Enable financial advisors to deliver more holistic advice - reflecting a more complete view of their clients' financial lives, and in a more connected environment For more information, please visit www.envestnet.com.

Job Summary:

The Change Management Specialist supports enterprise change initiatives by producing and coordinating core change management deliverables. The role focuses on developing change documentation, drafting and coordinating communications, building presentations, supporting training and job aids, and partnering with stakeholders to gather inputs and track adoption.

Job 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.

Required Qualifications:

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. Measures of Success Impact assessments are accurate, up to date, and reflect stakeholder/SME inputs. Communications and presentations are clear, consistent with key messages, and delivered on schedule. Training and job aids are easy to follow, validated by SMEs, and reduce common questions/errors. Stakeholder interactions are responsive and well-coordinated (meetings, notes, actions, follow-ups). Status reporting and trackers are maintained with minimal rework required.

Envestnet:

Be a member of an innovative and industry leading financial technology and solutions company Competitive Compensation/Total Reward Packages that include: Health Benefits (Health/Dental/Vision) Paid Time Off (PTO) & Volunteer Time Off (VTO) 401K -

Company Match Annual Bonus Incentives Parental Stipend Tuition Reimbursement Student Debt Program Charitable Match Wellness Program Salary:

The annual base salary range for this position is $92,000 to $115,000. Envestnet is an Equal Opportunity Employer. #LI-MD1