Remote opportunity at
ChoreoHead of Change Management Organizational Engagement
Choreo, a wealth management firm connecting financial advisors with clients across more than forty nationwide locations, seeks a Head of Change Management Organizational Engagement for a…
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About This Role
Choreo, a wealth management firm connecting financial advisors with clients across more than forty nationwide locations, seeks a Head of Change Management Organizational Engagement for a remote position. This role focuses on helping client-facing personnel adapt to transformation, technology, and growth initiatives. The professional filling this position will partner closely with the Head of Brand and Communications to ensure enterprise projects roll out seamlessly, minimizing friction and gathering feedback from…
Job Description
Choreo, a wealth management firm connecting financial advisors with clients across more than forty nationwide locations, seeks a Head of Change Management Organizational Engagement for a remote position.
This role focuses on helping client-facing personnel adapt to transformation, technology, and growth initiatives. The professional filling this position will partner closely with the Head of Brand and Communications to ensure enterprise projects roll out seamlessly, minimizing friction and gathering feedback from employees.
Responsibilities include building change strategies, designing communication frameworks, managing mergers and acquisitions integration, and establishing governance for concurrent programs.
The ideal candidate possesses deep expertise in organizational behavior, strong executive presence, and a background in financial services or wealth management.
Responsibilities
- Develop change management plans for major enterprise initiatives affecting client-facing teams
- Track adoption metrics and coordinate concurrent change projects to maintain clarity and momentum
- Design communication strategies and maintain channel discipline for impacted staff
- Create feedback loops that allow client-facing workers to influence ongoing initiatives
- Establish repeatable methods for the human side of mergers, acquisitions, and organizational integrations
- Design and execute organizational listening mechanisms such as surveys, interviews, and focus groups
- Set up intake, prioritization, and governance processes for change initiatives
Requirements
- More than eight years of experience in change management or organizational effectiveness
- Direct background managing communication strategies for large internal and external audiences
- Experience leading the organizational side of M&A integration
- Hands-on practice designing listening mechanisms and translating data into recommendations
- Strong program management skills including scope definition, milestone tracking, and risk mitigation
- Demonstrated ability to establish change governance and decision rights across a portfolio
- Executive presence with the capacity to influence senior stakeholders without formal authority
- Familiarity with financial services, wealth management, or an RIA environment
Qualifications
- Change management certification such as Prosci or equivalent demonstrated expertise
Core Skills
Benefits
- Competitive salary and bonus plan
- Competitive medical, dental, and vision plans
- Basic life and disability coverage
- 401(k) matching program
- Financial support for approved designations and courses
- Technical, leadership, and sales training opportunities
- Unlimited, discretionary time off
- Paid parental leave
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
Is this position remote?
Yes, this role is listed as fully remote.
What is the employment type?
The position is a full-time opportunity.
What salary is offered for this role?
The specific salary is not stated in the job posting, though the package includes a competitive salary and bonus plan.
What certification is preferred?
A Prosci change management certification or equivalent hands-on expertise is requested.
Sample Interview Questions
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