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 (Winnipeg)
🏢 Ian Martin Group
📍 Winnipeg