Distribution Enablement: Change Management Lead (Adoption & Education)

About Us 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. About the Role 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 position 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. The individual will act as a strategic change and thought partner to sales teams, deeply understanding and embedding new capabilities that complement and accelerate our sales cycle, ensuring comprehensive education including workflow, sales tools, vendor solutions, and packaging and proliferating best practices across teams. Key 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. Qualifications 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. Preferred Qualifications 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 (optional). Job Title Distribution Enablement: Change Management Lead (Adoption & Education) Job Family Business Analysis Location Chicago EEO Statement We are committed to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal‑opportunity employer, Wellington Management will consider all qualified applicants for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information, or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for a position, please email View email address on click.appcast.io. Compensation & Benefits Base salary range: USD 90,000 – 180,000. This range reflects the factors considered during compensation decisions, including skill set, role, experience, certifications, and education. These figures are estimates; additional details on salary and total compensation will be discussed during the recruitment process. Other rewards may include a discretionary corporate bonus and/or incentives, if eligible. The company offers a comprehensive benefits package, including retirement plan, health and wellness, dental, vision, pharmacy coverage, health savings account, flexible spending accounts, commuter program, employee assistance program, life and disability insurance, adoption assistance, backup childcare, tuition/CFA reimbursement, and paid time off (including leave of absence, paid holidays, volunteer, sick and vacation time). Employees work from our offices four days a week with flexibility to work remotely one day a week, supporting both personal and professional growth in a collaborative environment. Additional Information Our approach to compensation is designed to attract, inspire, and retain the best talent in the industry, ensuring fairness and competitiveness across all levels and roles. #J-18808-Ljbffr