Strategic Change Manager - Associate
Core
Drive transformative change at scale by modernizing business processes and delivering technology solutions for Wealth Management platforms.
Role type
Associate Strategic Change Manager
Builds
Wealth Management platforms and new process creation
Domain
Financial Services / Wealth Management / Process Reengineering
Required skills
Strategic thinking, problem-solving, communication, stakeholder management, project management, Agile methodology, AI solution design
Preferred skills
Experience with Agentic AI, Generative AI, application development methodology
Technologies
Workflow platforms, Automation tools, AI solutions
Responsibilities
Support critical workstreams of strategic change initiatives from concept to post-execution; Lead development of presentations for cross-functional teams and senior management; Build trusted relationships with stakeholders across functions; Manage program milestone tracking and risk escalation; Develop user journeys and workflows aligning with business goals; Liaise between business, technology, and operations teams; Incorporate new software and automation capabilities onto platforms.