Job Description
Job Description
seeking a senior, strategic Change Manager to lead a high-impact CRM transformation within Salesforce. This role will own the change strategy for shifting front-office responsibility over client data, households, and book-of-business management — a first-of-its-kind change for the Wealth organization.
This is not a tactical or communications-only role. The ideal candidate will act as a trusted advisor, shaping how change is adopted across Wealth leadership and advisors.
Key Responsibilities
• Own and drive the end‑to‑end change strategy for a Salesforce CRM transformation
• Partner with Wealth leadership to:
○ Define the “why” behind the change
○ Create buy‑in across front-office stakeholders
○ Drive accountability and adoption
• Guide advisors through new responsibilities related to:
○ Household structures
○ Client relationships
○ Book-of-business management
• Assess change readiness and resistance; design targeted...
seeking a senior, strategic Change Manager to lead a high-impact CRM transformation within Salesforce. This role will own the change strategy for shifting front-office responsibility over client data, households, and book-of-business management — a first-of-its-kind change for the Wealth organization.
This is not a tactical or communications-only role. The ideal candidate will act as a trusted advisor, shaping how change is adopted across Wealth leadership and advisors.
Key Responsibilities
• Own and drive the end‑to‑end change strategy for a Salesforce CRM transformation
• Partner with Wealth leadership to:
○ Define the “why” behind the change
○ Create buy‑in across front-office stakeholders
○ Drive accountability and adoption
• Guide advisors through new responsibilities related to:
○ Household structures
○ Client relationships
○ Book-of-business management
• Assess change readiness and resistance; design targeted...