Enterprise Change Management Strategist
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Architect and execute end-to-end OCM strategies across four Wealth workstreams Assess change impacts, stakeholder groups, readiness metrics, and adoption risks Equip executive sponsors with roadmaps, coaching plans, and communication toolkits Facilitate alignment across advisors, operations teams, and executive leadership Develop transition plans, adoption KPIs, and sustainment activities Requirements:
Seven or more years designing enterprise OCM strategies Experience in wealth management or financial services strongly preferred Background leading multi-workstream enterprise transformation programs Practical expertise with impact analysis and readiness deliverables Bachelor’s degree or equivalent practical experience and methodology certification Apply enterprise OCM, readiness assessment, and executive influence skills to modernize Wealth operations and client workflows.
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