At a Glance
- Tasks: Support user adoption and drive change for a new CRM platform in investment banking.
- Company: Leading global advisory/investment banking firm with a dynamic work culture.
- Benefits: Hybrid working, competitive day rate, and a chance to enhance your career.
- Other info: 12-month contract with excellent opportunities for professional growth.
- Why this job: Make a real impact by working directly with bankers and shaping their CRM experience.
- Qualifications: Experience in change management and understanding of investment banking is essential.
I am looking for a Change Management Analyst for a 12-month contract (Inside IR35) with a leading global advisory/investment banking firm. The role will support a major CRM and business adoption programme across London-based banking users. This is a highly user-facing role, so the client needs a polished, confident change professional who can work directly with bankers and understand how they operate day to day. This is not a back-office change role. You will be supporting front-office users across relationship management, pipeline management, deal activity, and adoption of a new CRM platform.
Key responsibilities:
- Support user adoption and business change activity for a CRM transformation programme
- Work directly with Investment Banking users to understand issues, feedback, and resistance points
- Support communications, training, floor-walking, and one-to-one user engagement
- Prepare user guides, briefing materials, FAQs, and stakeholder updates
- Track adoption, feedback, and engagement across the user group
- Work with business, technology, and CRM stakeholders to support a smooth rollout
- Use a structured change management approach or framework to support delivery
Experience required:
- Change Management Analyst, Business Change Analyst, CRM Change Analyst, or similar background
- Experience supporting CRM, sales enablement, pipeline management, deal management, or similar business-facing systems
- Strong understanding of Investment Banking, Corporate Finance, M&A, Private Equity, or Private Markets environments
- Confident working directly with demanding front-office stakeholders
- Excellent written and verbal communication skills
- Highly polished, articulate, and credible in person
- Experience using a change framework such as ADKAR, Prosci, Kotter, Lewin, or similar
- DealCloud, Salesforce, or other CRM platform experience would be useful
Contract details:
- 12-month contract
- London hybrid working - 2 days per week in the office
- Inside IR35
- Day rate dependent on experience
This would suit someone who has supported CRM or platform adoption in a deal-led environment and is comfortable working closely with bankers, investment professionals, or private markets teams.
Change Management Analyst – CRM / Investment Banking employer: Bowers Partnership
Bowers Partnership is an exceptional employer that prioritises employee growth and well-being, offering a dynamic work culture where innovation thrives. Located in a vibrant area, the company provides competitive compensation, generous bonuses, and a comprehensive benefits package including a non-contributory pension scheme and private healthcare, ensuring that employees feel valued and supported in their professional journey.
