This role is to provide consulting services to one of the world’s largest active investment managers: a privately owned, long-established financial services organization with a global footprint, more than nine decades of experience, and over $3 trillion in assets under management. The organization serves individual investors, financial intermediaries, institutions, and retirement plans through research-driven investment products, risk management solutions, and advisory services.
We are seeking a strategic and creative leader to drive adoption of enterprise transformation initiatives through a product and marketing mindset.
Location:
Remote within the United States for the initial engagement (~12 months), with an expected transition to Charlotte, NC for a longer-term opportunity, subject to mutual fit.
Responsibilities:
- Partner with senior leaders to define clear, compelling transformation narratives and value propositions
- Translate strategic initiatives (AI, digital, new ways of working) into structured activation plans
- Design internal go-to-market strategies, including audience segmentation, messaging, and engagement approach
- Develop and execute campaign-based change programs that drive awareness, engagement, and sustained behavior change
- Create high-impact experiences (workshops, events, leadership engagements) that make change tangible and actionable
- Lead cross-functional teams (strategy, communications, design, program delivery) to deliver activation initiatives end-to-end
- Translate strategy into concrete deliverables (campaigns, messaging, executive materials, engagement programs)
- Define and track adoption, engagement, and behavior change metrics
- Continuously refine approaches based on feedback and measurable outcomes
Requirements:
- Proven experience driving adoption for large-scale transformation initiatives
- Demonstrated ability to translate strategy into execution and measurable outcomes
- Experience partnering with senior stakeholders in complex enterprise environments
- Strong ability to operate in ambiguity and convert it into clear, actionable plans
- Brings substantial professional experience, often developed in consulting, agency, product, or transformation environments, with a track record of operating in fast-paced or evolving settings
