Distribution Enablement: Change Management Lead (Adoption & Education)

About the role

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. 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.

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

Requirements

• The successful candidate is likely to have:
• 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
• 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
• At Wellington Management, our approach to compensation is designed to help

Benefits

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at wellington? Share your experience