Change Manager
Insight Global, Chicago, IL, United States
seeking a senior, strategic Change Manager to lead a high-impact CRM transformation within Salesforce. This role will own the change strategy for shifting front-office responsibility over client data, households, and book-of-business management — a first-of-its-kind change for the Wealth organization.
This is not a tactical or communications-only role. The ideal candidate will act as a trusted advisor, shaping how change is adopted across Wealth leadership and advisors.
Key Responsibilities
Own and drive the end‑to‑end change strategy for a Salesforce CRM transformation
Partner with Wealth leadership to:
Define the “why” behind the change
Create buy‑in across front‑office stakeholders
Drive accountability and adoption
Guide advisors through new responsibilities related to:
Household structures
Client relationships
Book-of-business management
Assess change readiness and resistance; design targeted approaches to address both
Advise on the right course of action, rather than executing pre-defined instructions
Collaborate with product, CRM, and business leadership to ensure change sticks
Support executive-level communication and engagement as needed
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. To learn more about how we collect, keep, and process your private information, please review Insight Global’s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills and Requirements
10+ years of experience as a Change Manager
Wealth Management / Financial Services background
Strong Salesforce CRM experience
Experience driving behavioral and process change in front-office or sales advisory environments
Comfortable working with executives and resistant stakeholders
Strategic thinker (not checkbox change management)
#J-18808-Ljbffr
This is not a tactical or communications-only role. The ideal candidate will act as a trusted advisor, shaping how change is adopted across Wealth leadership and advisors.
Key Responsibilities
Own and drive the end‑to‑end change strategy for a Salesforce CRM transformation
Partner with Wealth leadership to:
Define the “why” behind the change
Create buy‑in across front‑office stakeholders
Drive accountability and adoption
Guide advisors through new responsibilities related to:
Household structures
Client relationships
Book-of-business management
Assess change readiness and resistance; design targeted approaches to address both
Advise on the right course of action, rather than executing pre-defined instructions
Collaborate with product, CRM, and business leadership to ensure change sticks
Support executive-level communication and engagement as needed
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. To learn more about how we collect, keep, and process your private information, please review Insight Global’s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills and Requirements
10+ years of experience as a Change Manager
Wealth Management / Financial Services background
Strong Salesforce CRM experience
Experience driving behavioral and process change in front-office or sales advisory environments
Comfortable working with executives and resistant stakeholders
Strategic thinker (not checkbox change management)
#J-18808-Ljbffr