Change Management & Strategy Advisor

Posted 14 Days Ago
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San Juan, PRI
In-Office
Senior level
Financial Services
The Role
Lead enterprise change management across PMO initiatives: develop and execute change strategies, communications, training, stakeholder assessments, adoption metrics, and partner with project teams to ensure successful transformation and value realization.
Summary Generated by Built In
The Advisor, Change Management & Strategy leads the Change Management function within the Program Management Office (PMO), driving enterprise-wide organizational adoption, stakeholder engagement, and readiness across all transformation initiatives. Responsible for developing and executing change management strategies, communication plans, training programs, and adoption measurement frameworks to ensure successful business outcomes and value realization from enterprise programs and projects.This position is hybrid and is based in our Oriental Center facility in San Juan, PR.

MAIN DUTIES & RESPONSIBILITIES:

  • Lead enterprise change management strategy, methodology, and capability building across all PMO initiatives, ensuring alignment with organizational goals and strategic priorities.
  • Conduct stakeholder assessments and readiness evaluations to identify adoption risks and develop targeted mitigation strategies for transformation programs.
  • Design and execute comprehensive communication plans including messaging frameworks, stakeholder engagement strategies, and feedback mechanisms.
  • Develop and oversee training programs, knowledge transfer activities, and adoption support resources for business users impacted by organizational changes.
  • Establish and monitor adoption metrics and KPIs, and report value realization outcomes to executive leadership and the PMO steering committee.
  • Partner with Project Managers and Scrum Masters to integrate change management activities into project delivery timelines and agile ceremonies.
  • Ensure all team members have the tools and knowledge needed to execute their responsibilities. Maintain periodic meetings and cross-training to ensure maximum performance and business continuity.
  • Conduct change impact assessments and stakeholder analysis for enterprise initiatives, providing actionable recommendations to leadership for successful adoption.
  • Collaborate with cross-functional business units including IT, risk/compliance, retail, commercial banking, and marketing to ensure change readiness across all organizational levels.
  • Confidentiality is always required both with internal stakeholders and Bank colleagues.
  • Knowledge and experience in organizational change management methodologies and enterprise transformation as a change leader or program lead.
  • Other duties may be assigned.

MINIMUM REQUIREMENTS:

  • Bachelor’s degree in Business Administration, Organizational Development, Organizational Psychology, Communications, or a related field required.
  • Five (5)+ years of experience in Organizational Change Management, Organizational Development, Communications, Project Management, or related disciplines required.
  • Financial services or banking industry experience required; experience leading enterprise-wide change management, transformation programs, or strategic initiatives preferred.
  • Minimum education and experience requirements may be substituted with an equivalent combination of education, training, certifications, and relevant experience.
  • Strong knowledge of organizational change management methodologies (e.g., Prosci ADKAR, Kotter, or similar frameworks) and their practical application within complex organizations.
  • Demonstrated stakeholder management, negotiation, and influencing skills, with the ability to build consensus and drive adoption across all organizational levels, including executive leadership.
  • Strong analytical, strategic thinking, troubleshooting, and problem-solving skills, with the ability to manage multiple initiatives while maintaining quality standards and meeting deadlines.
  • Excellent written, verbal, presentation, and communication skills in both Spanish & English, with the ability to develop communication strategies and deliver complex messages clearly and effectively to diverse audiences.
  • Experience working within Agile, Scrum, traditional project management, or hybrid delivery environments, collaborating effectively with cross-functional teams.
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook) and collaboration tools required.
  • Knowledge of banking regulations, risk management principles, and financial services industry practices preferred.
  • Project Management Professional (PMP), Lean Six Sigma, Change Management (Prosci), Organizational Development, Agile, Scrum, or related certifications are highly desirable.

WORK AUTHORIZATION & ELEGIBILITY:

  • Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.
  • Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.

Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)

Recruitment Privacy Statement

Compliance Posters

#LI-Hybrid

Skills Required

  • Bachelor's degree in Business Administration, Organizational Development, Organizational Psychology, Communications, or related field
  • Five (5)+ years of experience in Organizational Change Management, Organizational Development, Communications, Project Management, or related disciplines
  • Financial services or banking industry experience
  • Strong knowledge of organizational change management methodologies (e.g., Prosci ADKAR, Kotter) and practical application
  • Demonstrated stakeholder management, negotiation, and influencing skills
  • Excellent written, verbal, presentation, and communication skills in both Spanish & English
  • Experience working within Agile, Scrum, traditional project management, or hybrid delivery environments
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook) and collaboration tools
  • Knowledge of banking regulations, risk management principles, and financial services industry practices
  • Project Management Professional (PMP), Lean Six Sigma, Change Management (Prosci), Agile/Scrum or related certifications
  • Legally authorized to work in the US (permanent or ongoing work authorization)
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The Company
HQ: San Juan, Puerto Rico
1,520 Employees
Year Founded: 1964

What We Do

Since 1964, Oriental has thrived as one of Puerto Rico’s leading banks focused on serving the needs of consumers, businesses, and institutions. With multiple branches throughout the island, it has the second-largest network, and is the third-largest financial institution in core retail and commercial deposits. Oriental has a highly committed team of more than 1,500 employees serving nearly 300,000 clients. Since its establishment, Oriental has distinguished itself by delivering an unparalleled level of service to its clients making possible the progress of the customers, employees, investors and communities it serves. OFG Bancorp (NYSE: OFG), is its diversified financial holding company that operates under U.S. and Puerto Rico banking laws and regulations. Its three principal subsidiaries, Oriental Bank, Oriental Financial Services and Oriental Insurance, provide a full range of commercial, consumer and mortgage banking services, as well as financial planning, trust, insurance, investment brokerage and investment banking services.

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