Why Managers Change Their Jobs?

Preferred knowledge:
We are looking for candidates with 6-10 years of experience providing change management
solutions in support of large scale process/technology projects and/or other transformational
initiatives. Candidates should also have experience in helping to develop and/or enhance
supporting methodologies and tools, as well as integrating these with other consulting
solutions (e.g., technology and vertical practices).

Preferred capabilities:
We are looking for candidates with 6-10 years of experience providing change management
solutions in support of large scale process/technology projects and/or other transformational
initiatives.
Successful candidates will have experience in/participate in the following types of activities:
Identify and document organizational impacts of change initiatives with supervision
Support stakeholder analysis efforts and change management strategy development
Enable client-specific change management strategies through :

Developing, with supervision, communications and/or training plans

Designing and developing communications messages and materials

Designing and developing training material (instructor led, web based and/or
self-study content)

Conducting train-the-trainer sessions or ongoing classroom based training

activities

Provide people-oriented post-implementation end-user support

Job Description:
Organizational Change Management Managers at West Monroe Partners have three primary
responsibilities:

Client Delivery:
Conduct initial stakeholder analysis and develop recommended change management
approach and strategy

Lead efforts to execute change management recommendations across areas such as

Vision/Value Definition, Communication, Leadership Engagement, Organization
Alignment and Sustainability

Ensure the readiness of the client organization(s) for a variety of changes including
new technology/processes, mergers/acquisitions, new organization strategy or other
change efforts
Manage project economics including: track project budgets, create and deliver
invoices, and manage collection process
Mentor and develop staff on the job and through formal feedback

Practice Development:
1. Participate in and support the national team in development and enhancements to the
Organizational Change Management methodologies, tools and other collateral
2. Actively participate in thought leadership activities such as blogs, white papers and
other related efforts
3. Collaborate with local office leadership to define how to align practice with office
strategy and other practices
4. Coach and manage other consultants and actively participate in the performance
expectation process
5. Actively participate in recruiting and retaining top quality consultants

Business Development:
1) Participate in meetings, development of proposals and other efforts related to
Organizational Change Management
2) Creating work plans, pricing estimates, and risk assessments for opportunities
3) Actively build a professional network and affiliate network in the local community

Qualifications:
Bachelors degree in learning, communications, organization behavior, organization
development or similar fields.
6-10 years of experience providing change management solutions in support of large
scale process/technology projects and/or other transformational initiatives.
Experience in change management areas such as communications, training and support,
leadership engagement or change network management
2

 Prior consulting from either a large/strategic consultancy or internal corporate change

management group is preferred
Must have experience in developing work plans, project scopes, pricing estimates, and
presentations to assist in selling work to clients
Strong project management methodology background, including schedule, scope, issue
and risk management experience
Demonstrated success within one or more of West Monroe Partners core industries
including Energy & Utilities, Healthcare, Manufacturing, Insurance, Consumer Products,
Banking and/or Private Equity
Exceptional written and verbal communication skills
Ability to travel

Mandatory Technical/Functional skills:1. Strong project management and organizational skills

2. Demonstrated experience with MS Project, MS Office Tools, and Enterprise Change
Standards
3. Ability to develop solid partner relationships and drive collaboration among individuals
and groups.
4. Ability to move from detail to high-level analysis based on target audience
5. Excellent analytic and risk assessment skills.
6. Strong written and verbal communication skills
7. Ability to work effectively in a virtual environment with matrixed resources
8. Business minded with a technical aptitude
9. Familiarity with Enterprise/LOB systems of record (SORs) and/or products
10.
Sourcing or data enhancement activities similar to a data warehouse
11.
Experience driving finance/business changes in a technical environment
12.
Understanding of GFiR and/or downstream applications of GFiR data
13.
Fundamental knowledge of Enterprise Data Management and Risk Data
Aggregation
14.
Fundamental knowledge of LOB operations, products and services
15.
Technical aptitude
16.
Accounting or Finance background

Key Responsibilities:
Lead business change activities working with Front Office, Product, Control functions and
Infrastructure areas
Lead the embedding of business change -- e.g., communications; training; and imbedding
change
Define and lead detailed understanding and key implications on the business model as a
result of (1) Local and Cross-Border regulatory changes and (2) changes to Citi internal
policies and procedures to strengthen the overall control environment.
Develop robust and measurable Business Cases to capture quantitative ROI using standard
financial methods
3

 Develop alone, or work with others, to define strategies aligned with CPB goals
Develop individual project artefacts as necessary, including Business Requirements
Documentation (BRDs), Functional Requirements Documentation (FRDs), test
scripts/execution
Lead and manage project Steering Committees; prepare and present to senior
management Steering Committee(s)
Lead day-to-day management of individual project responsibilities including milestone
setting, task and actions management, co-ordination and execution of plan within required
timescales and to stakeholder quality expectations.
Management of multiple projects simultaneously, potentially tactical and strategic
initiatives.
Actively identify and manage resolution of key project risks and issues, or escalate
accordingly.
Manage, control and escalate (where necessary) project dependencies.
Assist in the organization and delivery of a presentations for a variety of purposes
Development Value:
Develop and strengthen domain understanding of Wealth Management and Private
Banking across the Front-to-Back value chain
Opportunity to lead and support high profile and impact driven initiatives; drive results
Develop and strengthen business management and change management skills

Experience/Skills:
Prior experience in Wealth Management, Private Banking, Asset Management and Capital
Markets essential
Business line and Front Line experience of leading change across the project lifecycle,
including analysis, design, development, testing and implementation.
Demonstrated ability to digest and understand implications of complex regulations on
business models
Project management experience in delivering mid to large scale implementations working
with Front Office and Infrastructure partners
Collecting, defining and documenting business and technology requirements.
Credible experience of successfully implemented projects in the financial services industry
preferably Private Banking
4

 Managing, organizing and prioritizing multiple tasks and responsibilities

Preparing and executing test scripts
Reporting to steering committees and senior project stakeholders

Competencies:
Ability to quickly grasp and master new concepts / requirements and related product /
functional knowledge of Private Bank
Ability to work under pressure and manage to tight deadlines or unexpected changes in
expectations or requirements
Excellent oral and written communication skills and ability to facilitate discussions
Ability to learn/understand some technical implications of system design
Willingness to ask questions, challenge the process and seek out answers

Ability to work independently, multi-task, and take ownership of various parts of a project
or initiative
Ability to communicate status and project level issues / risks to senior stakeholders and
internal clients
Excellent analytical and problem solving skills
Microsoft Excel, Word, PowerPoint, Visio, Project
Exceptional candidates who do not meet these criteria may be considered for the role
provided they have the necessary skills and experience