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 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.

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

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

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

Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated 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 ensures that all qualified applicants will receive equal consideration 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 one of our jobs, please email us at View email address on click.appcast.io.

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 90,000 - 180,000

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.


Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.