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