What are the responsibilities and job description for the Analyst - Change Management position at Cambridge Investment Research, Inc.?
Job Summary
Key Deliverables and Responsibilities
The Change Management Analyst is responsible for driving the successful delivery of technology initiatives in close collaboration with Product Management and internal departments. This role ensures alignment between strategic business goals and execution plans, enabling high-quality, timely delivery of value to customers. This position plays a critical role in enabling the adoption and adaptation of agile values, principles and mindset while ensuring successful implementation across the organization.
The ideal candidate is a collaborative and results-driven contributor, with experience in change management and product marketing who can effectively shape and tell the story behind technology and business initiatives. The ideal candidate brings a strong background in technology delivery, project management, or product ownership, and partners closely with Product Management and business stakeholders to translate strategic objectives into clear, executable delivery plans. This individual is comfortable using metrics and KPIs to measure team performance, delivery velocity, and value realization, and excels at stakeholder management—communicating progress, outcomes, and risks clearly to senior leadership.
Salary Range
$70,000 - 80,000/year. The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location.
Why Cambridge? Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.
You can find more details about our comprehensive benefits package here.
Company Overview: At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have nearly 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.
Cambridge is an internally controlled, growth-focused independent broker-dealer with $254 billion in assets under advisement and $1.97 billion in annual revenues. We rank among the largest and fastest-growing firms in the industry, providing financial advisors with the flexibility, resources, and support to thrive. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.
Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial advisors are women, and 17% of our advisors are under 40.
Join us to help financial advisors succeed, make an impact, and discover your Something Wonderful. For further information about Cambridge, please visit https://www.joincambridge.com/
Work Environments
This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs (Fairfield, IA or Phoenix, AZ) and must be willing to work this schedule. Cambridge is not considering remote candidates at this time.
Recruiting Agencies: This position is being managed directly by Cambridge’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated.
Key Deliverables and Responsibilities
The Change Management Analyst is responsible for driving the successful delivery of technology initiatives in close collaboration with Product Management and internal departments. This role ensures alignment between strategic business goals and execution plans, enabling high-quality, timely delivery of value to customers. This position plays a critical role in enabling the adoption and adaptation of agile values, principles and mindset while ensuring successful implementation across the organization.
- Lead cross-functional teams to deliver digital and technology solutions on time and within scope by managing the end-to-end lifecycle and implementing delivery frameworks tailored to business initiatives
- Act as a liaison between technology, product management and other departments facilitating transparency, communication, and marketing efforts to ensure effective implementation
- Help resolve impediments with internal departments to support the successful delivery of value in alignment with organizational goals and objectives
- Partner closely with the Product Management team to align roadmaps, prioritize backlogs, and translate business needs into actionable delivery plans
- Communicate progress, challenges and successes to senior leadership and stakeholders to ensure technical alignment and transparency
- Promote and implement the use of modern development tools and technologies including test-driven development (TDD), continuous integration (CI), and continuous deployment (CD).
- Develop and track key performance indicators to measure and provide regular reports and insights to leadership on team performance, technical debt and progress
The ideal candidate is a collaborative and results-driven contributor, with experience in change management and product marketing who can effectively shape and tell the story behind technology and business initiatives. The ideal candidate brings a strong background in technology delivery, project management, or product ownership, and partners closely with Product Management and business stakeholders to translate strategic objectives into clear, executable delivery plans. This individual is comfortable using metrics and KPIs to measure team performance, delivery velocity, and value realization, and excels at stakeholder management—communicating progress, outcomes, and risks clearly to senior leadership.
Salary Range
$70,000 - 80,000/year. The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location.
Why Cambridge? Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.
You can find more details about our comprehensive benefits package here.
Company Overview: At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have nearly 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.
Cambridge is an internally controlled, growth-focused independent broker-dealer with $254 billion in assets under advisement and $1.97 billion in annual revenues. We rank among the largest and fastest-growing firms in the industry, providing financial advisors with the flexibility, resources, and support to thrive. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.
Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial advisors are women, and 17% of our advisors are under 40.
Join us to help financial advisors succeed, make an impact, and discover your Something Wonderful. For further information about Cambridge, please visit https://www.joincambridge.com/
Work Environments
This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs (Fairfield, IA or Phoenix, AZ) and must be willing to work this schedule. Cambridge is not considering remote candidates at this time.
Recruiting Agencies: This position is being managed directly by Cambridge’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated.
Salary : $70,000 - $80,000