Distribution Enablement: Change Management Lead (Adoption & Education)

Wellington Management•Chicago, IL

3d•Hybrid

About The Position

Distribution Enablement: Change Management (Adoption & Education) - will play a critical role in driving the success of Enablement initiatives within the firm’s Wealth business. This role sits within the Global Sales Enablement (GSE) team and will work cross-functionally to drive adoption, provide accretive ongoing feedback to development partners, contribute frontline input into prioritization decisions, improve integrity across the portfolio, and accelerate the impact of enablement initiatives to capitalize on money in motion. This individual will act as a strategic change and thought partner to sales teams, deeply understanding and embedding new capabilities that compliment and accelerate our sales cycle. This includes ensuring comprehensive education including but not limited to workflow, sales tools, vendor solutions as well as packaging and proliferating best practices across teams. The ideal candidate will bring deep experience in leading change management within complex organizations, preferably within the asset management industry, paired with the ability to translate strategic objectives into actionable adoption plans that drive measurable results.

Requirements

Minimum 4 years of experience in Sales Enablement, change management, training, and adoption roles within Banking, Finance, or Insurance
Proven track record with large-scale change initiatives spanning sales, marketing, and management
Experience collaborating with product owners and engineering teams to clarify business objectives and requirements
Strong understanding of sales processes, with experience in a client-facing role or direct support of field sales
Demonstrated ability to influence key stakeholders and implement strategic plans
Experience with sales CRM platforms and sales workflow solutions
Bachelor's degree

Nice To Haves

6+ years of relevant professional experience, including at least 4 years in Sales Enablement, change management, training, and adoption roles within Banking, Finance, or Insurance
Strong understanding of the asset management industry, with familiarity in alternative investment products and distribution channels
Experience designing and implementing programs that enhance sales productivity, training effectiveness, and technology adoption
Master’s degree in Business Administration (MBA) or a related field

Responsibilities

Lead change management and adoption strategy for Wealth sales enablement initiatives that will scale globally.
Build relationships across the front office and become primary enablement resource to field, providing enablement support and applying deep sales process expertise
Identify change champions and drive adoption across teams and functions; proliferate best practices.
Participate in territory business planning, embedding bespoke tactics and execution strategies, serving as a thought partner to sales
Drive and deliver communication, training, and stakeholder engagement plans
Develop data-driven executive narratives that articulate digital priorities and enterprise impact
Participate in vendor evaluation, selection, and implementation planning
Measure success through defined adoption KPIs and associated business impact; provide regular reporting and insights to leadership

Benefits

retirement plan
health and wellbeing
dental
vision, and pharmacy coverage
health savings account
flexible spending accounts and commuter program
employee assistance program
life and disability insurance
adoption assistance
back-up childcare
tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)