Strategic Initiatives - Business Change Management Lead

Lead with Purpose. Partner with Impact. 

The Change Management Lead will build and lead Bluespring Wealth Partners' enterprise change management

capability. This hands-on role will establish practical standards, tools, governance, communications, training, and

adoption measures that help corporate teams and partner firms implement change successfully. The role supports

enterprise transformation, technology commonality, integrations, operating model changes, and process improvements

while protecting the advisor, employee, and client experience.

The ideal candidate can create a scalable capability from the ground up, influence without direct authority, and balance

enterprise consistency with the operating realities of independent partner firms.

Whatyou’ll Do: 

• Build the change management function: Establish a pragmatic organizational change management methodology,

governance model, service approach, playbooks, templates, intake criteria, and reusable tools.

• Lead change delivery: Develop and execute change strategies for major transformations, technology

implementations, integrations, commonality programs, and process or operating model changes.

• Assess impact and readiness: Conduct stakeholder, change impact, readiness, capacity, and risk assessments;

translate findings into clear actions, owners, milestones, and escalation needs.

• Enable adoption: Create integrated plans for communications, engagement, training, manager enablement,

resistance management, go-live readiness, reinforcement, and sustainment.

• Advise leaders and sponsors: Align leaders on the case for change, decisions, messages, expected behaviors, and

sponsorship actions; provide concise briefings and decision-ready updates.

• Manage the change portfolio: Maintain visibility into major initiatives, affected audiences, timing, dependencies,

organizational capacity, and change saturation; recommend sequencing and mitigation actions.

• Engage partner firms and advisors: Tailor adoption approaches by stakeholder needs, business model, geography,

technology environment, and readiness while clearly distinguishing enterprise standards from areas of flexibility.

• Build and support a Change Champion network: Equip champions across partner firms and corporate functions with

messaging, tools, training, feedback channels, and escalation paths.

• Measure adoption and value: Define a focused set of readiness, proficiency, utilization, compliance, sentiment,

sustainability, and outcome measures; use results to identify corrective actions and improve future delivery.

• Build organizational capability: Coach sponsors, managers, project teams, and change practitioners; maintain

reusable assets and incorporate lessons learned into the enterprise approach.

KEY WORKING RELATIONSHIPS

Executive sponsors; Business Operations & Integrations; partner-firm leaders and advisors; Platform Innovation &

Operations; Technology; Compliance; Human Resources; Finance; Marketing and Communications; project and

program leaders; external consultants; and Kestra Holdings shared-service partners.

What You Bring: 

• Bachelor's degree in a relevant field or equivalent experience.

• 7+ years of progressive experience in organizational change management, business transformation, organizational

effectiveness, program management, consulting, or a related discipline.

• Demonstrated experience creating enterprise change strategies, governance, standards, and reusable tools, and

applying them to large-scale technology, integration, operating model, or process initiatives.

• Ability to assess stakeholder impacts, readiness, resistance, adoption risks, and sustainment needs and convert

findings into practical delivery plans.

• Strong executive communication, facilitation, coaching, influencing, and stakeholder-management skills, including

the ability to influence without direct authority.

• Ability to manage multiple priorities, work across corporate and field-based teams, and connect adoption measures

to business outcomes.

PREFERRED QUALIFICATIONS

• Prosci Change Management Practitioner, CCMP, or equivalent credential; complementary program or process

improvement certification is a plus.

• Experience in wealth management, registered investment advisory, financial services, FinTech, or professional

services.

• Experience supporting mergers, acquisitions, post-acquisition integrations, technology migrations, organization

redesign, or operational commonality programs.

• Experience building a change management function, Center of Excellence, or enterprise change portfolio from

inception.

• Familiarity with advisor technology, CRM, client portals, portfolio and trading platforms, or data transformation.

SUCCESS IN THIS ROLE

• A repeatable, right-sized Bluespring change framework is used consistently across priority initiatives.

• Leaders and initiative teams have timely visibility into readiness, capacity, resistance, adoption risk, and required

interventions.

• Communications, training, and engagement are targeted to stakeholder needs and support measurable proficiency

and adoption.

• Partner-firm and advisor feedback is gathered, themes are addressed transparently, and disruption is actively

managed.

• Post-implementation insights, reusable assets, and adoption results improve the speed and quality of future change

efforts.