Change Management Specialist - WAM CSD

Position Description:

We are seeking a Change Management Specialist to ensure that both business and technology changes are effectively translated into operational success, with a strong focus on the people side of change. Acting as a bridge between business stakeholders and technology teams, the role supports smooth adoption, minimizes disruption, and drives measurable improvements in efficiency, productivity, and service delivery. Success in this role requires a results driven mindset, high adaptability, and the ability to manage ambiguity in fast paced environments. Transfer Agency expertise is considered a critical asset.

EDUCATION:

. College Graduate; any financial, accounting, business related course is a plus

CAREER EXPERIENCE:

. Proven experience in change management, business transformation, or operational improvement roles. . Demonstrated ability to lead or support end to end change initiatives, including system implementations, platform migrations, process improvements, and conversion projects. . Strong understanding of end to end operational processes, customer journeys, and service delivery models. . Working knowledge of change management frameworks (e.g., ADKAR/Prosci) and experience applying Lean or Six Sigma principles. . Familiarity with structured project delivery approaches (e.g., Agile, Waterfall, or hybrid models). . Transfer Agency domain knowledge or expertise is highly preferred.

SKILLS:

. Change Management & Adoption: Ability to oversee and deliver structured change plans covering communication, training, stakeholder engagement, and business readiness across the project lifecycle. . Business & Technology Liaison: Acts as the key link between business and technology teams, translating business needs into clear, user focused requirements and facilitating cross functional workshops for shared understanding. . Process Improvement & Operational Efficiency: Proven ability to identify and lead initiatives to streamline processes, conduct process mapping and root cause analysis, optimize workflows, and drive automation. . Analytical & Problem Solving Skills: Strong analytical capability to conduct impact assessments and gap analysis, interpret data, identify trends, and define/monitor KPIs to measure change adoption and business outcomes. . Project Leadership: Capable of managing timelines, dependencies, and deliverables for transformation and improvement projects from planning through execution, including coordinating cutover and post implementation (hypercare) support. . Stakeholder Engagement & Communication: Excellent written and verbal communication skills with the ability to translate complex concepts into clear messaging, influence stakeholders across all levels, and build strong cross functional relationships. . Tools & Systems Proficiency: Experience with process/data analysis and reporting tools (e.g., Visio, Excel, Tableau) and familiarity with project/collaboration tools (e.g., JIRA, Confluence, MS Project, Teams). . Continuous Improvement: Champions a culture of continuous improvement, captures lessons learned, and uses feedback and KPIs to drive targeted enhancements.

Other Expectations

. Schedule Adherence: Complies with assigned shift schedules (including but not limited to start time, end time, and breaks/lunch); follows rest day schedules; adheres to leave filing policies outlined by the engagement/company. . Quality Compliance: Delivers service that meets or exceeds quality standards and takes prompt action to correct any deficiencies in performance or process. . Teamwork and Communications: Actively participates in team and company meetings; supports team members by acting as a backup when needed; shares frontline insights and client feedback to drive service excellence. . Collaboration: Engages with peers and leaders across different functions to ensure smooth service delivery and to support overall team goals. . Continuous Improvement: Demonstrates initiative in identifying service gaps or process inefficiencies and contributes ideas to improving the client experience and operational effectiveness. . Feedback Driven: Embraces feedback from peers, supervisors, QA, managers, directors, and others; uses insights to continuously enhance performance and client interactions.

Skills:

• Active listening&understanding

• Agility and Innovation

• Business Process Outsourcing

• Change Management

• Communication

• Continuous Improvement

• Customer Service & Support

• Detail-oriented

• Financial Services

• Risk management

• Security compliancy

• Wealth Management

What you can expect from us:

Together, as owners, let’s turn meaningful insights into action.

Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll reach your full potential because…

You are invited to be an owner from day 1 as we work together to bring our Dream to life. That’s why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company’s strategy and direction.

Your work creates value. You’ll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.

You’ll shape your career by joining a company built to grow and last. You’ll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.

That same commitment to fairness extends to how we use technology. To support our recruitment team, AI tools may be used to help assess applications though they never replace human judgement. All hiring decisions remain entirely in the hands of our recruitment professionals.

Come join our team—one of the largest IT and business consulting services firms in the world.