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Wellington Managementoffers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

Distribution Enablement: Change Management (Adoption & Education) - will play a critical role in driving the success of Enablement initiatives within the firms Wealth business. This role sits within the Global Sales Enablement (GSE) team and will work cross-functionally to drive adoption, provide accretive ongoing feedback to development partners, contribute frontline input into prioritization decisions, improve integrity across the portfolio, and accelerate the impact of enablement initiatives to capitalize on money in motion. This individual will act as a strategic change and thought partner to sales teams, deeply understanding and embedding new capabilities that compliment and accelerate our sales cycle. This includes ensuring comprehensive education including but not limited to workflow, sales tools, vendor solutions as well as packaging and proliferating best practices across teams.

The ideal candidate will bring deep experience in leading change management within complex organizations, preferably within the asset management industry, paired with the ability to translate strategic objectives into actionable adoption plans that drive measurable results.

Key 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

Qualifications

The successful candidate is likely to have:

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 qualifications

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, withfamiliarity in alternative investment products and distribution

channels

Experience designing and implementing programs that enhance sales

productivity, training effectiveness, and technology adoption

Masters degree in Business Administration (MBA) or a related field

Not sure you meet 100% of our qualifications? Thats ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard torace, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law.If you are a candidate with a disability, or are assisting a candidat

Wellington Management Company

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Distribution Enablement: Change Management Lead (Adoption & Education)