Senior Change Manager

Job Description

We are seeking a Change Manager to support ongoing change strategy across the Incentive Conversion and Wealth Data Foundation initiatives at the Bank. This individual will work closely with senior stakeholders to align on messaging, rollout approach, and priorities.

• Develop Training & Enablement Materials
  • Create user guides, job aids, and playbooks to support new Salesforce processes
  • Translate complex system/process changes into simple, actionable instructions for field teams
• Drive Communication & Adoption
  • Support change communications to ensure clarity on “what’s changing” and “why it matters”
  • Help reinforce adoption by ensuring materials are clear, consistent, and business-aligned
• Support Salesforce Process Transition
  • Assist in transitioning incentive tracking from a legacy system into Salesforce FSC
  • Help document new workflows and ensure field teams understand updated expectations
• Coordinate Field Training Efforts
  • Help prepare and execute training for front‑office users (advisors, sales teams)
  • Ensure teams are equipped to shift from duplicate/manual processes to the new streamlined approach
• Assist with Change Readiness & Feedback Loops
  • Gather feedback from stakeholders and end users to identify adoption risks or gaps
  • Help refine materials and approach to improve engagement and usability
• Execute on Tactical Change Deliverables
  • Own and deliver day‑to‑day change management artifacts including training decks, communication plans, and process documentation
  • Ensure deliverables are completed on tight timelines leading up to go‑live
• Collaborate Cross‑Functionally
  • Partner with business, product, and data teams involved in the transformation
  • Support alignment across multiple work streams with overlapping priorities

• 4‑5 years of Change Management experience doing the following:
  • Build training materials / guidebooks
  • Support communications + change rollout
  • Help drive adoption with field teams
  • Assist with tactical delivery across both projects
• Banking/Financial Services background
• CRM experience

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal‑opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

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