Strategic Change Manager, Assistant Vice President
Core
Lead strategic change initiatives to modernize business processes and deliver technology solutions for wealth management platforms.
Role type
Senior IC strategic change manager
Builds
Platform solutions and new process creation for wealth management
Domain
Financial services / Wealth Management
Required skills
Strategic thinking, problem-solving, stakeholder management, program milestone management, process flow design, user journey identification, change management, cross-functional liaison, risk/issue escalation, Agile methodology, AI solution design
Preferred skills
Agentic AI, Generative AI, enterprise workflow automation
Technologies
Agile, Agentic AI, Generative AI, enterprise workflow automation
Responsibilities
Lead strategic change initiatives from concept to post-execution measurement, Liaise between business, technology, operations, and field service teams, Plan and facilitate meetings with cross-functional teams and senior management, Build trusted relationships with stakeholders, Lead program milestone management and risk escalation, Provide subject matter expertise on technology solutions and business strategies, Identify and elaborate on critical user journeys and workflows