Leads organizational change initiatives affecting people, processes, technology, and culture. Develops and implements change management, communication, training, stakeholder engagement, resistance mitigation, and adoption plans. Partners with leaders, sponsors, and project teams to assess impacts, manage risks, influence behavior, and achieve business outcomes. Measures adoption and change success while promoting enterprise change methodologies and coaching stakeholders.

Provides on-site technology consulting to financial advisors and network offices. Builds relationships, supports adoption of technology tools, delivers training, identifies process inefficiencies, gathers user feedback, supports deployments, and promotes measurable improvements in productivity, sales effectiveness, and client satisfaction.

Consults with financial advisors on integrated planning practices, investment products, portfolios, suitability, and client recommendations. Coaches advisors on financial plan presentations, sales processes, and objection handling. Leads projects to improve centralized planning services, workflows, adoption, productivity, and field-office alignment. Develops training, tools, best practices, and educational resources while analyzing business opportunities and implementation barriers.