Head of Change Management, Advice and Wealth Management

The Head of Change Management will design, build, and lead a comprehensive change management strategy for the Advice & Wealth Management (AWM) business unit. This senior role is accountable for creating a sustainable change capability, driving adoption of critical initiatives across employees and clients, and embedding a culture of agility and continuous improvement.

Reporting to the AWM Head of Strategy & Planning, the role will partner closely with AWM's senior leadership team and functional leads to ensure successful execution of strategic priorities and measurable business outcomes.

The ideal candidate is a proven change leader with expertise in organizational and client-facing transformation, stakeholder influence, and enterprise execution at-scale.

• Establish and lead a high-performing change management team, including recruiting, developing, and coaching top talent
• Design and implement scalable change frameworks, tools, and methodologies that ensure consistent, measurable adoption
• Define success metrics and embed accountability for adoption, effectiveness, and sustained business outcomes
• Foster a business-wide culture of agility, adaptability, and resilience to accelerate transformation

• Partner with senior AWM leaders to shape and execute change plans aligned with AWM's strategy and enterprise priorities, ensuring smooth adoption for both employees and clients
• Lead end-to-end change delivery for high-visibility, cross-functional initiatives with significant strategic impact, including client-facing transformations that require behavior change and adoption
• Embed change management discipline into divisional planning processes, ensuring adoption is a core component of execution

• Develop and deliver communication strategies that build awareness, alignment, and commitment to change across AWM's employees and clients
• Shape compelling narratives for executive sponsors, employees, and clients to articulate the "why" and the "what" of change
• Build trusted relationships with senior stakeholders, program sponsors, and workstream leads to accelerate adoption and mitigate risks

• Develop a divisional-wide community of change agents and champions, equipping leaders and managers with the skills to lead through change
• Strengthen organizational capacity for transformation, ensuring AWM builds sustainable change "muscle" beyond individual projects

• Adoption & Outcomes: Enable and support the business in driving measurable improvements in adoption of strategic initiatives by employees and clients
• Speed & Efficiency: Faster execution of priority programs, with reduced friction and rework
• Culture Shift: Evidence of greater agility, resilience, and engagement across AWM
• Capability Uplift: Establishment of a durable change management function and network of empowered change leaders

• Strategic thinker with deep expertise in organizational and client-facing transformation in large, complex environments (financial services preferred)
• Executive presence with proven ability to influence, coach, and align senior leaders
• Skilled at navigating ambiguity, balancing competing priorities, and bringing clarity in complex situations
• Authentic leader who inspires trust, earns followership, and develops strong teams
• Proactive, resilient, and adaptive-thrives in dynamic and fast-paced environments
• Strong understanding of human behavior, client psychology, and change adoption principles