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Choreo

Head of Change Management – Organizational Engagement

Choreo

. Build change management plans for major enterprise initiatives, emphasizing initiatives affecting client-facing teams .

Posted 10/5/2026full-timeRemote • United StatesLeadWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in change management and organizational effectiveness, with a focus on client-facing teams and M&A integration. Capable of developing communication strategies, managing stakeholder engagement, and implementing feedback mechanisms to drive successful change initiatives.

Highest-signal resume keywords
Change ManagementOrganizational EffectivenessM&A IntegrationProgram ManagementChange Governance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Change Management PlansAdoption Outcomes TrackingOrganizational Listening MechanismsFeedback SynthesisRisk MitigationStakeholder ReportingScope DefinitionMilestone TrackingDecision Rights EstablishmentMeasurement Frameworks
Soft Skills
Executive PresenceInfluencing StakeholdersComfort with AmbiguityAdaptabilityCollaboration
Certifications & Qualifications
Change Management CertificationProsci Certification
Industry Keywords
Financial ServicesWealth ManagementRIA EnvironmentClient-Facing PopulationsOrganizational Integration

About the role

Key responsibilities & impact
  • Build change management plans for major enterprise initiatives, emphasizing initiatives affecting client-facing teams
  • Define and track measurable adoption outcomes through completion
  • Sequence and coordinate concurrent change initiatives to avoid competing demands
  • Surface resistance, confusion, and unresolved dependencies early
  • Own communications strategy and operating rhythm for client-facing teams affected by change
  • Coordinate communications across transformation, technology, service, and growth initiatives
  • Build feedback loops so client-facing teams can shape initiatives
  • Create a repeatable methodology for the human side of mergers, acquisitions, and organizational integrations
  • Lead adaptive work around identity, culture, and belonging for newly joined or acquired client-facing teams
  • Track the lived experience of integrated teams beyond deal close
  • Build and run organizational listening mechanisms, including pulse surveys, structured interviews, and focus groups
  • Synthesize feedback into themes and recommendations for leadership
  • Establish intake, prioritization, escalation, decision rights, and change-readiness processes
  • Build reusable methodology, templates, and measurement frameworks for change management

Requirements

What you’ll need
  • 8+ years of experience in change management, organizational effectiveness, or a closely related discipline, with demonstrated ownership of enterprise-scale initiatives affecting client-facing organizations
  • Direct experience owning communications strategy and cadence for a large organization, spanning both internal (employee) and client-facing audiences
  • Direct experience leading the human/organizational side of M&A integration, including the post-close experience of client-facing teams
  • Hands-on experience designing and running organizational listening mechanisms for client-facing populations and translating results into leadership recommendations
  • Strong program management discipline: scope definition, milestone tracking, risk mitigation, and stakeholder reporting across multiple concurrent workstreams
  • Experience establishing change governance — intake, prioritization, and decision rights — across a portfolio of concurrent initiatives
  • Strong executive presence; ability to influence and align senior stakeholders without formal authority over them
  • Comfortable operating with ambiguity and shifting priorities in a fast-growing, actively integrating organization
  • Experience in financial services, wealth management, or an RIA environment, with direct exposure to advisor or client-facing populations
  • Change management certification (Prosci or equivalent), or demonstrated equivalent hands-on expertise

Benefits

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