Head of Change Management, Advice and Wealth Management

Reposted 3 Days Ago
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Malvern, PA
In-Office
Senior level
Fintech
The Role
The Head of Change Management is responsible for leading a change management strategy in the Advice & Wealth Management business, ensuring adoption of initiatives, and cultivating a culture of agility.
Summary Generated by Built In

The Head of Change Management will design, build, and lead a comprehensive change management strategy for the Advice & Wealth Management (AWM) business unit. This senior role is accountable for creating a sustainable change capability, driving adoption of critical initiatives across employees and clients, and embedding a culture of agility and continuous improvement.

Reporting to the AWM Head of Strategy & Planning, the role will partner closely with AWM’s senior leadership team and functional leads to ensure successful execution of strategic priorities and measurable business outcomes.

The ideal candidate is a proven change leader with expertise in organizational and client-facing transformation, stakeholder influence, and enterprise execution at-scale.

Core Responsibilities

Build and Lead AWM’s Central Change Management Function

  • Establish and lead a high-performing change management team, including recruiting, developing, and coaching top talent
  • Design and implement scalable change frameworks, tools, and methodologies that ensure consistent, measurable adoption
  • Define success metrics and embed accountability for adoption, effectiveness, and sustained business outcomes
  • Foster a business-wide culture of agility, adaptability, and resilience to accelerate transformation

Drive Execution of Strategic Initiatives

  • Partner with senior AWM leaders to shape and execute change plans aligned with AWM’s strategy and enterprise priorities, ensuring smooth adoption for both employees and clients
  • Lead end-to-end change delivery for high-visibility, cross-functional initiatives with significant strategic impact, including client-facing transformations that require behavior change and adoption
  • Embed change management discipline into divisional planning processes, ensuring adoption is a core component of execution

Stakeholder Engagement and Executive Communication

  • Develop and deliver communication strategies that build awareness, alignment, and commitment to change across AWM’s employees and clients
  • Shape compelling narratives for executive sponsors, employees, and clients to articulate the “why” and the “what” of change
  • Build trusted relationships with senior stakeholders, program sponsors, and workstream leads to accelerate adoption and mitigate risks

Build Long-Term Change Capability

  • Develop a divisional-wide community of change agents and champions, equipping leaders and managers with the skills to lead through change
  • Strengthen organizational capacity for transformation, ensuring AWM builds sustainable change “muscle” beyond individual projects

Success Measures

  • Adoption & Outcomes: Enable and support the business in driving measurable improvements in adoption of strategic initiatives by employees and clients
  • Speed & Efficiency: Faster execution of priority programs, with reduced friction and rework
  • Culture Shift: Evidence of greater agility, resilience, and engagement across AWM
  • Capability Uplift: Establishment of a durable change management function and network of empowered change leaders

Critical Attributes

  • Strategic thinker with deep expertise in organizational and client-facing transformation in large, complex environments (financial services preferred)
  • Executive presence with proven ability to influence, coach, and align senior leaders
  • Skilled at navigating ambiguity, balancing competing priorities, and bringing clarity in complex situations
  • Authentic leader who inspires trust, earns followership, and develops strong teams
  • Proactive, resilient, and adaptive—thrives in dynamic and fast-paced environments
  • Strong understanding of human behavior, client psychology, and change adoption principles

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

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The Company
Charlotte, NC
20,252 Employees
Year Founded: 1975

What We Do

We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests.

Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind.

Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets.

For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin
Vanguard Marketing Corporation, Distributor.

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