Head of Strategic Change Management
About The Position
The Head of Strategic Change Management is responsible for establishing and leading Rockefeller Capital Management’s enterprise change management capability within the Rockefeller Global Family Office (RGFO). This role ensures the successful adoption of strategic initiatives, technology implementations, process enhancements, and operating model changes impacting Private Advisor teams and key internal partners. Serving as the firm’s change authority, this role represents the end-user perspective and embeds structured change management disciplines into RGFO’s delivery model. The Head of Strategic Change Management partners closely with Product, Technology, Operations, Compliance, Training, and Field Leadership to ensure firm investments deliver intended business outcomes through sustained adoption.
Requirements
- 10+ years of experience in change management, business or technology transformation, organizational effectiveness, or related disciplines.
- Demonstrated success leading complex, multi-stakeholder initiatives in a matrixed environment.
- Strong understanding of wealth management or financial services environments; advisor-centric operating models strongly preferred.
- Experience partnering with Product, Technology, and Program Management teams.
- Exceptional communication, influence, and executive presence skills.
Responsibilities
- Establish and lead a formal Strategic Change Management function for RGFO, defining enterprise standards, governance, and best practices.
- Serve as the voice of Private Advisors and end users across strategic initiatives, technology releases, process redesigns, and policy changes.
- Ensure all major initiatives include structured change impact assessments, adoption strategies, and success metrics prior to launch.
- Translate complex initiatives into clear, practical impacts and benefits for advisors and internal teams.
- Partner with Product Management, Technology, Project Management, Operations, Compliance, Training, and Field Leadership to embed change planning into delivery timelines.
- Develop and execute stakeholder impact assessments, readiness evaluations, communication plans, training strategies, and reinforcement approaches tailored by audience.
- Coordinate sequencing of initiatives to manage cumulative change and mitigate advisor and field change fatigue.
- Establish standards for user-centric change communications, including messaging, cadence, timing, and delivery channels.
- Define and monitor adoption and usage metrics, partnering with Analytics and Product teams to link adoption outcomes to business results and ROI.
- Surface insights, risks, and recommendations to senior leadership regarding adoption progress and post-launch optimization.
- Serve as a trusted advisor and coach to senior leaders, sponsors, and initiative owners on effective change leadership and sponsorship.
- Build sustainable enterprise change capability across RGFO and the broader organization.
Benefits
- Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
