Strategic Initiatives - Business Change Management Lead

Bluespring Wealth Partners (Bluespring) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Bluespring acquires successful, growing wealth management businesses from inside and outside of the Kestra Holdings ecosystem, promoting advisor autonomy and entrepreneurship while providing operation scale and efficiencies for its partner firms. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.

Lead with Purpose. Partner with Impact. 

The Change Management Lead will build and lead Bluespring Wealth Partners' enterprise change management

capability. This hands-on role will establish practical standards, tools, governance, communications, training, and

adoption measures that help corporate teams and partner firms implement change successfully. The role supports

enterprise transformation, technology commonality, integrations, operating model changes, and process improvements

while protecting the advisor, employee, and client experience.

The ideal candidate can create a scalable capability from the ground up, influence without direct authority, and balance

enterprise consistency with the operating realities of independent partner firms.

What you’ll Do: 

• Build the change management function: Establish a pragmatic organizational change management methodology,

governance model, service approach, playbooks, templates, intake criteria, and reusable tools.

• Lead change delivery: Develop and execute change strategies for major transformations, technology

implementations, integrations, commonality programs, and process or operating model changes.

• Assess impact and readiness: Conduct stakeholder, change impact, readiness, capacity, and risk assessments;

translate findings into clear actions, owners, milestones, and escalation needs.

• Enable adoption: Create integrated plans for communications, engagement, training, manager enablement,

resistance management, go-live readiness, reinforcement, and sustainment.

• Advise leaders and sponsors: Align leaders on the case for change, decisions, messages, expected behaviors, and

sponsorship actions; provide concise briefings and decision-ready updates.

• Manage the change portfolio: Maintain visibility into major initiatives, affected audiences, timing, dependencies,

organizational capacity, and change saturation; recommend sequencing and mitigation actions.

• Engage partner firms and advisors: Tailor adoption approaches by stakeholder needs, business model, geography,

technology environment, and readiness while clearly distinguishing enterprise standards from areas of flexibility.

• Build and support a Change Champion network: Equip champions across partner firms and corporate functions with

messaging, tools, training, feedback channels, and escalation paths.

• Measure adoption and value: Define a focused set of readiness, proficiency, utilization, compliance, sentiment,

sustainability, and outcome measures; use results to identify corrective actions and improve future delivery.

• Build organizational capability: Coach sponsors, managers, project teams, and change practitioners; maintain

reusable assets and incorporate lessons learned into the enterprise approach.

KEY WORKING RELATIONSHIPS

Executive sponsors; Business Operations & Integrations; partner-firm leaders and advisors; Platform Innovation &

Operations; Technology; Compliance; Human Resources; Finance; Marketing and Communications; project and

program leaders; external consultants; and Kestra Holdings shared-service partners.

What You Bring:

• Bachelor's degree in a relevant field or equivalent experience.

• 7+ years of progressive experience in organizational change management, business transformation, organizational

effectiveness, program management, consulting, or a related discipline.

• Demonstrated experience creating enterprise change strategies, governance, standards, and reusable tools, and

applying them to large-scale technology, integration, operating model, or process initiatives.

• Ability to assess stakeholder impacts, readiness, resistance, adoption risks, and sustainment needs and convert

findings into practical delivery plans.

• Strong executive communication, facilitation, coaching, influencing, and stakeholder-management skills, including

the ability to influence without direct authority.

• Ability to manage multiple priorities, work across corporate and field-based teams, and connect adoption measures

to business outcomes.

PREFERRED QUALIFICATIONS

• Prosci Change Management Practitioner, CCMP, or equivalent credential; complementary program or process

improvement certification is a plus.

• Experience in wealth management, registered investment advisory, financial services, FinTech, or professional

services.

• Experience supporting mergers, acquisitions, post-acquisition integrations, technology migrations, organization

redesign, or operational commonality programs.

• Experience building a change management function, Center of Excellence, or enterprise change portfolio from

inception.

• Familiarity with advisor technology, CRM, client portals, portfolio and trading platforms, or data transformation.

SUCCESS IN THIS ROLE

• A repeatable, right-sized Bluespring change framework is used consistently across priority initiatives.

• Leaders and initiative teams have timely visibility into readiness, capacity, resistance, adoption risk, and required

interventions.

• Communications, training, and engagement are targeted to stakeholder needs and support measurable proficiency

and adoption.

• Partner-firm and advisor feedback is gathered, themes are addressed transparently, and disruption is actively

managed.

• Post-implementation insights, reusable assets, and adoption results improve the speed and quality of future change

efforts.

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.  

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply Today

Lead with purpose. Apply now and help shape the future of Kestra.

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.