Lead enterprise change strategy for Wealth transformations in Calgary or Edmonton, using data-driven OCM and stakeholder alignment across major workstreams. Raise is hiring a Change Management Strategist for a one-year contract supporting a market-leading financial institution. Embedded in Planning, Assurance, Insights & Delivery, you will support the enterprise Wealth Program and its modernization of infrastructure and client workflows. The work spans unified portfolio management systems and legacy technology rationalization. Key Responsibilities:

Architect and execute end-to-end OCM strategies across four Wealth workstreams Assess change impacts, stakeholder groups, readiness metrics, and adoption risks Equip executive sponsors with roadmaps, coaching plans, and communication toolkits Facilitate alignment across advisors,



operations teams, and executive leadership Develop transition plans, adoption KPIs, and sustainment activities Requirements:

Seven or more years designing enterprise OCM strategies Experience in wealth management or financial services strongly preferred Background leading multi-workstream enterprise transformation programs Practical expertise with impact analysis and readiness deliverables Bachelor’s degree or equivalent practical experience and methodology certification Apply enterprise OCM, readiness assessment, and executive influence skills to modernize Wealth operations and client workflows.

📌 Enterprise Change Management Strategist (Calgary)
🏢 Ian Martin Group
📍 Calgary