Job Description
seeking a senior, strategic Change Manager to lead a high-impact CRM transformation within Salesforce. This role will own the change strategy for shifting front-office responsibility over client data, households, and book-of-business management — a first-of-its-kind change for the Wealth organization.
This is not a tactical or communications-only role. The ideal candidate will act as a trusted advisor, shaping how change is adopted across Wealth leadership and advisors.
Key Responsibilities
• Own and drive the end‑to‑end change strategy for a Salesforce CRM transformation
• Partner with Wealth leadership to:
○ Define the “why” behind the change
○ Create buy‑in across front-office stakeholders
○ Drive accountability and adoption
• Guide advisors through new responsibilities related to:
○ Household structures
○ Client relationships
○ Book-of-business management
• Assess change readiness and resistance; design targeted approaches to address both
• Advise on the right course of action, rather than executing pre-defined instructions
• Collaborate with product, CRM, and business leadership to ensure change sticks
Support executive-level communication and engagement as needed
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
- 10+ years of experience as a Change Manager
- Wealth Management / Financial Services background
- Strong Salesforce CRM experience
- Experience driving behavioral and process change in front-office or sales advisory environments
- Comfortable working with executives and resistant stakeholders
Strategic thinker (not checkbox change management)
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.