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Core Competencies
Role fitCore 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
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
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
