Wellington Management · 2 hours ago
Distribution Enablement: Change Management Lead (Adoption & Education)
Chicago, IL, United States
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $180K/yr
4+ years expWellington Management offers comprehensive investment management capabilities, and they are seeking a Change Management Lead to drive the success of enablement initiatives within their Wealth business. This role will work cross-functionally to enhance adoption and provide ongoing feedback, ensuring comprehensive education and best practices are shared across teams.
AdviceAsset ManagementFinanceFinancial ServicesInsurance
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
Qualification
Required
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
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
Benefits
Discretionary Corporate Bonus and/ or Incentives
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
Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
Company
Wellington Management
Wellington Management focuses on investment management by applying its resources to meet the needs of the institutional clients it serves.
1001-5000 employees
H1B Sponsorship
Wellington Management has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (79)
2024 (52)
2023 (62)
2022 (91)
2021 (82)
2020 (62)
Funding
Current Stage
Late StageLeadership Team
Jean Hynes
CEO, Managing Partner, and Portfolio Manager
Jackson Cummings
Head of Wellington Access Ventures (WAV)
Recent News
2026-01-21
2026-01-19
vcnewsdaily.com
2026-01-17
Company data provided by crunchbase