Change Management Analyst: Drive Smooth Transitions

LPL Financial LLC; Charlotte, Fort Mill (NC, SC); On-site; USD 44,000 - 73,000; Full time

Job summary

LPL Financial Holdings Inc. is seeking an Analyst, Change Management to support successful adoption of new initiatives and projects across the organization.

You will help develop and execute change management strategies, ensuring a smooth transition for employees affected by organizational changes. The role emphasizes collaboration with project teams, stakeholders, and business leaders to deliver effective communications, training, and change metrics.

Qualifications

• Bachelor's degree in Business Administration, Organizational Development, Communications, or a related field.
• 1-3 years of experience in change management, project coordination, or a similar role, preferably within the financial services industry.
• 1-3 years experience with ServiceNow.
• 1-3 years experience in Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint).
• Excellent written and verbal communication skills, with the ability to tailor messages to different audiences.
• Proven ability to build strong relationships and collaborate effectively with diverse stakeholders.
• Strong analytical and problem‑solving skills, with an attention to detail.

Responsibilities

• Assist in the development and implementation of comprehensive change management plans, including communication strategies, training programs, and stakeholder engagement.
• Conduct impact assessments to identify potential risks and resistance points related to proposed changes.
• Collaborate with project teams, subject matter experts, and business leaders to gather information and ensure alignment on change initiatives.
• Support the creation of clear, concise, and compelling communications for various audiences, utilizing different channels (e.g., email, intranet, presentations).
• Organize and facilitate training sessions and workshops to prepare employees for new processes, systems, or organizational structures.
• Monitor and evaluate the effectiveness of change management interventions, collecting feedback and identifying areas for improvement.
• Develop and maintain change management documentation, including plans, reports, and lessons learned.
• Support the tracking and reporting of change adoption metrics and key performance indicators.
• Act as a resource for employees and managers during periods of change, providing guidance and support.

Skills

Change management

Communication skills

Training programs

Stakeholder engagement

Impact assessments

Cross-functional collaboration

Documentation

Education

Bachelor's degree in Business Administration

Tools

ServiceNow

Microsoft Office

Job description

LPL Financial Holdings Inc. is seeking an Analyst, Change Management to support successful adoption of new initiatives and projects across the organization.

You will help develop and execute change management strategies, ensuring a smooth transition for employees affected by organizational changes. The role emphasizes collaboration with project teams, stakeholders, and business leaders to deliver effective communications, training, and change metrics.