Head of Change Management Organizational Engagement

44 minutes ago
Full-time
Executive
Project and Program Management
Choreo

Choreo

Choreo provides integrated wealth management services, partnering closely with clients to understand their personal financial needs and goals while offering tailored guidance across various wealth planning lifecycles.

Capital Markets
51-250
Founded 1999

Description

  • Build change management plans, including stakeholder and impact assessments, readiness diagnostics, adoption measures, and reinforcement plans.
  • Sequence and coordinate concurrent initiatives to prevent competing demands from colliding for client-facing teams.
  • Own communications strategy and operating rhythms for teams affected by change across transformation, technology, service, and growth programs.
  • Create feedback loops and organizational listening programs, then translate findings into leadership recommendations.
  • Develop repeatable approaches for the human side of mergers, acquisitions, and organizational integrations.
  • Lead identity, culture, belonging, retention, and engagement efforts for newly joined client-facing teams.
  • Establish change governance, including intake, prioritization, escalation, decision rights, and readiness criteria.
  • Build reusable change management methodologies, templates, and measurement frameworks.
  • Surface resistance, confusion, risks, and dependencies early and report clear signals to leadership.

Requirements

  • 8+ years of experience in change management, organizational effectiveness, or a related discipline.
  • Experience owning enterprise-scale initiatives affecting client-facing organizations.
  • Experience leading internal and client-facing communications strategy and cadence for large organizations.
  • Direct experience managing the human and organizational aspects of M&A integration, including post-close team experience.
  • Hands-on experience designing organizational listening programs such as pulse surveys, interviews, and focus groups.
  • Strong program management skills across scope, milestones, risks, stakeholder reporting, and concurrent workstreams.
  • Experience establishing change governance across a portfolio of initiatives.
  • Strong executive presence and ability to influence senior stakeholders without formal authority.
  • Experience in financial services, wealth management, or an RIA environment with advisor or client-facing populations.
  • Prosci or equivalent change management certification, or demonstrated equivalent expertise.
  • Ability to operate effectively amid ambiguity, shifting priorities, and rapid organizational growth.
  • Strong understanding of organizational behavior, adoption principles, and complex stakeholder environments.

Benefits

  • Competitive salary and bonus plan.
  • Medical, dental, and vision plans.
  • Basic life and disability coverage.
  • 401(k) matching program.
  • Financial support for approved designations and courses.
  • Technical, leadership, and sales training opportunities.
  • Unlimited discretionary time off and paid parental leave.

Interested in this position?

Apply directly on the company website

Apply Now

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