Head of Change Management – Organizational Engagement

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop change management strategies for significant enterprise projects, with a focus on initiatives impacting client-facing teams.

• Identify and monitor measurable adoption metrics until completion.

• Organize and manage simultaneous change initiatives to prevent conflicting demands.

• Identify resistance, confusion, and outstanding dependencies at an early stage.

• Oversee the communication strategy and operational cadence for client-facing teams affected by changes.

• Coordinate messaging across transformation, technology, service, and growth initiatives.

• Establish feedback loops that allow client-facing teams to influence initiatives.

• Create a repeatable framework addressing the human aspects of mergers, acquisitions, and organizational integrations.

• Guide adaptive efforts related to identity, culture, and belonging for newly integrated or acquired client-facing teams.

• Monitor the real-time experiences of integrated teams beyond the completion of deals.

• Develop and manage organizational listening tools, such as pulse surveys, structured interviews, and focus groups.

• Analyze feedback to identify themes and provide recommendations to leadership.

• Set up processes for intake, prioritization, escalation, decision-making authority, and change readiness.

• Create reusable methodologies, templates, and measurement frameworks for effective change management.

⛳️ Requirements

• Over 8 years of experience in change management, organizational effectiveness, or a closely related field, with proven ownership of enterprise-scale initiatives impacting client-facing organizations.

• Direct experience managing communication strategies and schedules for a large organization, addressing both internal (employee) and client-facing audiences.

• Proven experience leading the human and organizational aspects of M&A integration, including the post-acquisition experience of client-facing teams.

• Practical experience in designing and implementing organizational listening mechanisms for client-facing groups and converting findings into actionable leadership recommendations.

• Strong program management skills: defining scope, tracking milestones, mitigating risks, and reporting to stakeholders across multiple concurrent projects.

• Experience in establishing change governance processes — intake, prioritization, and decision-making authority — across a portfolio of concurrent initiatives.

• Strong executive presence; capable of influencing and aligning senior stakeholders without formal authority.

• Comfortable navigating ambiguity and shifting priorities in a rapidly growing, actively integrating organization.

• Experience in financial services, wealth management, or an RIA environment, with direct engagement with advisor or client-facing populations.

• Change management certification (Prosci or equivalent) or demonstrated equivalent hands-on experience.

🏝️ Benefits

• Competitive salary and bonus structure.

• Comprehensive medical, dental, and vision insurance plans.

• Basic life and disability insurance coverage.

• 401(k) matching program.

• Financial assistance for approved designations and courses.

• Opportunities for technical, leadership, and sales training.

• Unlimited discretionary time off.

• Paid parental leave.