Job Details

Change Lead What would be the worker s primary responsibilities? - Develop and execute change management strategies for AI and sales initiatives.
- Drive behavioral and technical adoption among Financial Advisors and teams.
- Partner with product, learning, communications, and business teams to align execution and adoption plans.
- Build awareness, engagement, and readiness strategies for transformation efforts.
- Lead execution of large-scale change programs and strategic initiatives.
- Influence cross functional stakeholders and align teams to shared adoption goals.
- Create communication and enablement plans that support rollout and sustained tool usage.
- Track adoption metrics and feedback to assess effectiveness and identify improvements. How would you define success for this role? This individual will help drive adoption, communication, and execution efforts across a large cross-functional portfolio, ensuring branch teams and end users are prepared to successfully utilize new tools and capabilities. The ideal candidate will bring strong change leadership experience, exceptional communication skills, and the ability to influence stakeholders while coordinating execution across multiple teams and workstreams. Education: Bachelor s degree preferred Years of Experience Required: 5-7 years Certifications: - Change Management certification preferred but not required.
- Prosci certification preferred.
- PMP certification preferred but not required. Top Required Skills: " Strategic thinking and ability to create effective change strategies
" Strong focus on delivering measurable business results
" Data-driven mindset with experience using insights and metrics
" Strong business acumen with the ability to align change initiatives to business objectives Benefits (employee contribution): Health insurance Health savings account Dental insurance Vision insurance Flexible spending accounts Life insurance Retirement plan All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Rate of pay within the stated range will depend on the qualification of the applicant.