Senior Associate, Experience Design and Change Management

New Yorkonsitesenior$100K – $143K

Posted 6mo ago · via Eightfold

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About this role

Location Designation: Hybrid - 3 days per week Role Overview The Experience Design & Change Management Lead is responsible for driving experience improvements across Third Party Distribution (TPD) Service. This role leads the mapping and redesigning key service journeys for clients, advisors, and customer service representatives, while leading structured change efforts to ensure successful adoption of new processes and tools. This position operates as a senior individual contributor, partnering across Operations, Technology, Salesforce, Correspondence, Web/Digital, Business Platforms, and Compliance to improve service effectiveness, reduce friction, and strengthen advisor ease of doing business.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

Skills match

For this role: teams, salesforce

Level fit

This role is senior-level. We check your trajectory against it.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in New York. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

teamssalesforce

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