Change Management Strategist

Ian Martin Group; Calgary; On-site; CAD 100,000 - 143,000; Full time

Job summary

Raise is hiring a Change Management Strategist on behalf of a leading financial institution. You will embed within the Wealth program to modernize infrastructure and client workflows, driving data-driven OCM across multiple workstreams.

Responsibilities include CIAs, readiness metrics, sponsorship roadmaps, and cross-functional collaboration to ensure successful go-lives and sustained adoption.

Qualifications

• 5+ years of experience designing and executing enterprise-level Organizational Change Management (OCM) strategies.
• Experience in wealth management or financial services is strongly preferred.
• Proven track record leading multi-workstream transformation programs.

Responsibilities

• Architect, scale, and execute end-to-end OCM strategies for 4 Wealth workstreams.
• Coordinate readiness and client-facing impacts for seamless technology adoption.
• Use Change Practice framework and templates to ensure consistency across deliverables.
• Conduct Change Impact Assessments (CIAs) to map stakeholder groups and quantify impact.
• Establish readiness metrics, monitor adoption risks, and build mitigation plans.

Skills

Change Management

OCM Strategy

Stakeholder Management

Enterprise Transformation

Communication

Education

Bachelor's Degree in Business/Management/Related field

Job description

• Pay Rate: $88.24/hour, depending on experience
• Contract: 1 Year
• Location: Calgary or Edmonton, Alberta

Raise is currently hiring a Change Management Strategist on behalf of our client. They’re expanding their team to meet growing needs, making this a unique opportunity to work with an industry leader. Our Client isa market leading financial institution

Note: The primary pay rate is based on T4 classification; however, we will also consider applications from candidates interested in an INC classification, where applicable.

Description

The Change Management Strategist in this role will join our clients Planning, Assurance, Insights & Delivery team. In this role, you will be embedded directly within the enterprise Wealth Program—a high-visibility, multi-workstream initiative designed to unlock growth and operational capacity by modernizing Wealth’s infrastructure and client workflows.

Operating as an emerging enterprise expert, you will architect and execute data-driven Organizational Change Management (OCM) strategies across up to 4 major workstreams. Your primary focus will be supporting wealth management teams through large-scale transformations—including the implementation of unified portfolio management systems and the rationalization of legacy technology platforms—while keeping the client experience at the heart of every decision.

Responsibilities

• Architect, scale, and execute comprehensive end-to-end OCM strategies tailored to program-level transformations across 4 active Wealth workstreams.
• Align change activities across internal team member readiness and client-facing impacts to ensure seamless technology adoption and business continuity.
• Utilize internal Change Practice framework and standardized templates to maintain consistency and rigor across all program deliverables.
• Risk, Impact & Organizational Readiness Assessment
• Conduct detailed Change Impact Assessments (CIAs) to evaluate complexity, map stakeholder groups, and quantify the operational human impact of new wealth systems.
• Establish baseline readiness metrics, monitor adoption risks, and build targeted risk mitigation plans to ensure successful go-lives and operational stability.
• Partner closely with Wealth executive sponsors, project managers, and business leads to articulate the overarching strategic vision and business case for change.
• Equip leaders with tailored sponsorship roadmaps, coaching plans, and communication toolkits to drive active and visible leadership throughout the transition.
• Cross-Functional Collaboration & Stakeholder Alignment
• Facilitate strategic alignment sessions across cross-functional teams, navigating complex personnel dynamics and unifying competing business priorities.
• Perform 360-degree stakeholder management to secure buy-in across frontline advisors, operations teams, and executive leadership.
• Transition & Sustainment Planning
• Develop robust transition-to-business-ownership plans with key business partners to embed new behaviors, mindsets, and workflows permanently.
• Define and measure post-implementation adoption KPIs, feedback loops, and sustainment activities to guarantee business benefit realization.
• Technical & Strategic Skills
• Enterprise Strategy & Alignment: Ability to connect project-level execution to broader enterprise vision while maintaining the agility to adapt OCM methodologies as business requirements evolve.
• Technical Translation: Skilled at breaking down complex technology implementations—such as unified portfolio management tools—into clear human impacts, operational workflow shifts, and actionable behavior changes.
• Client Obsession: Unwavering dedication to evaluating all internal change strategies through the lens of client experience, minimizing friction for Wealth clients.
• Data-Driven Problem Solving: Strong analytical capability to interpret readiness data, uncover root-cause friction points, and engineer novel solutions for complex organizational challenges.
• Interpersonal & Leadership Skills
• 360-Degree Influence & Executive Presence: Proven ability to build trust, navigate matrixed organizational structures, and influence outcomes across all levels without direct authority.
• Strategic Storytelling & Communication: Superior written and verbal communication skills; adept at crafting compelling messaging tailored to diverse technical, operational, and executive audiences.
• Facilitation & Conflict Resolution: Advanced skills in guiding complex cross-functional workshops, actively listening to behavioral cues, resolving conflict, and fostering consensus.
• Feedback Receptivity & Resilience: Ability to handle constructive feedback, navigate difficult conversations in fluid environments, and pivot strategy rapidly when required.
• Enterprise Change Management Strategy & Tactical Plan (Program Level)
• Detailed Stakeholder Analysis & Change Impact Assessment (CIA) Matrix
• Executive Sponsor Roadmap & Business Leadership Coaching Plans
• Targeted Training Needs Analysis (TNA) & Knowledge Transfer Framework
• Business Readiness Scorecards & Change Risk Mitigation Logs
• Transition-to-Operations Plan & Sustainment KPI Dashboard

Qualifications

• 7+ years of progressive experience designing and executing enterprise-level Organizational Change Management (OCM) strategies within complex corporate environments.
• Deep Wealth Management / Financial Services Experience: Direct experience delivering change programs within wealth management, portfolio management systems, investment operations, or financial advice channels is strongly preferred.
• Program-Level Track Record: Proven background leading change activities for multi-workstream, large-scale enterprise transformation programs.
• Practical expertise with core OCM deliverables (impact analysis, sponsor plans, readiness scorecards, sustainment plans).
• Education and Certifications
• Bachelor’s Degree in Management, Communications, Organizational Behavior, Business Administration, Adult Education, or a related field (or equivalent practical experience).
• Equivalent recognized methodology certification

Additional Information

A requirement for candidates when they are hired for this role will be to complete a criminal and credit check (including Canadian Credit Risk Score)

Raise is an established hiring firm with over 65 years of experience. We believe strongly in making the world a better place through work, which is why we’re a certified B Corporation and donate 10% of our profits to charity.

We strive to build teams that reflect the diversity of the communities we work in. We encourage all qualified applicants to apply, including people from traditionally underrepresented groups such as women, visible minorities, Indigenous peoples, people identifying as LGBTQ2SI, veterans, and people with visible/nonvisible disabilities.

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