Senior Manager, Branch Change Management
Core
Lead the governance, strategy, and execution of change management for the branch network, ensuring successful adoption of changes impacting advisors and branch operations.
Role type
Senior Manager, Organizational Change Management
Builds
Branch network readiness and adoption of new products, services, and processes
Domain
Financial Services / Private Client Group
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Organizational change management, stakeholder management, project/program management, process improvement, risk assessment, communication strategy, branch operations knowledge
Preferred skills
Change management certification (PROSCI, CMI, PCI), financial services industry experience, experience with distributed workforces
Technologies
Change management frameworks, stakeholder forums, leadership councils
Responsibilities
Guide change management strategy and planning for branch-impacting changes; Partner with PCG leaders to coordinate changes and address risks; Maintain an inventory of branch-impacting changes; Educate leaders on the change process and monitor adherence; Assess branch readiness for significant changes; Evaluate and continuously improve the change management process
Seniority
Senior Manager, hands-on leadership with strategic oversight
