ConnectWealth - Program and Change Management Lead, Vice President

The ConnectWealth Program and Change Management Lead will play a pivotal role in driving the execution of our flagship ConnectWealth program-a transformative initiative designed to revolutionize our managed accounts operating model and deliver an innovative, intuitive technology platform across multiple lines of business and functions.

This pivotal role combines strategic change leadership with hands-on execution, driving organizational readiness and sustainable adoption across our wealth management transformation.

In this high-impact position, you will oversee program management and change initiatives for a specific line of business, ensuring seamless delivery of platform enhancements and effective advisor engagement.

Your leadership will be critical in managing change, fostering advisor adoption, and ensuring the technology transformation delivers measurable value throughout the organization.

This is a unique opportunity to lead meaningful change, support thousands of advisors and their clients, and guide one of the industry's most significant technology advancements through every stage of engagement and adoption.

Key Responsibilities:

Change Strategy & Leadership


* Design and execute comprehensive change management strategy across all phases of ConnectWealth transformation


* Develop adoption frameworks aligned with business objectives and advisor readiness levels


* Lead organizational impact assessments identifying change implications across stakeholder groups

Strategic Leadership & Advisor Engagement


* Develop and execute a comprehensive advisor engagement strategy to drive platform adoption and satisfaction.


* Build and nurture trusted relationships with advisors, translating their needs into actionable program priorities.


* Design and implement change management initiatives that foster a culture of innovation and ensure meaningful adoption.

Program Management & Delivery


* Lead the end-to-end execution of the ConnectWealth program, leveraging PMO frameworks to deliver on-time and on-budget across multiple product areas and cross-functional teams.


* Orchestrate governance forums and Product Cabinet meetings to drive actionable decisions, accountability, and measurable outcomes.


* Proactively identify, mitigate, and resolve program risks and issues to ensure sustained program health.

Stakeholder Communication & Alignment


* Manage and influence relationships across all organizational levels, from advisors to senior executives, ensuring alignment with program objectives.


* Create compelling executive-level materials, presentations, and communications to facilitate informed decision-making.


* Establish and maintain effective feedback mechanisms and communication channels to keep stakeholders engaged and informed.

Data-Driven Insights & Continuous Improvement


* Drive data-driven decision making through robust metrics, KPIs, and program analytics.


* Champion a culture of...