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About the Role and Organization

Avance Consulting Group seeks a motivated Transformation Experience & Adoption Lead to join their team on a full-time basis. This position involves steering enterprise transformations by designing experience-centered adoption journeys. The initial engagement spans approximately 12 months, operating remotely within the United States, with a likely future transition to Charlotte, North Carolina, contingent on mutual fit.

Avance Consulting Group’s mission is to convert business challenges into growth avenues by delivering pragmatic, experience-focused solutions that expedite client success. In this role, you will serve one of the world's leading active investment management firms, a private, well-established financial services provider managing over $3 trillion in assets globally, offering services across investors, intermediaries, institutions, and retirement plans.

Key Responsibilities

Design and lead experience-driven journeys to transform complex organizational changes such as AI implementation and digital modernization into engaging user experiences rather than mere procedural updates.
Serve as an internal innovator by confronting traditional transformation models, fostering creativity, and accelerating adoption processes across the organization.
Provide consultative storytelling and serve as a strategic advisor to executive stakeholders through authentic, collaborative communication and engaging presentations.
Develop the transformation practice from the ground up, creating new frameworks and activation strategies where none currently exist.
Create impactful activation campaigns incorporating audience segmentation, journey mapping, and campaign narratives to drive sustained behavioral changes.
Organize and facilitate immersive workshops, creative sessions, and leadership alignments to make abstract change initiatives tangible and actionable.
Establish metrics to assess adoption and sentiment, continuously refining campaigns based on user feedback.

Candidate Profile and Experience

Significant experience as a managing consultant, agency leader, or startup founder/co-founder with a strong entrepreneurial orientation.
Proven ability to market personal services, rapidly pitch ideas, and build practices or brands from scratch.
Expertise in product delivery, product management, and marketing strategies with a strong focus on audience experience and journey design.
Exceptional verbal and written communication skills with a natural storytelling ability to engage and influence audiences.
Capacity to navigate and influence traditional corporate cultures while pushing boundaries effectively.
Willingness and ability to reside in or relocate to the Charlotte, North Carolina area to support physical office culture development.

Required Expertise

Advanced expertise in brand storytelling essential for driving narrative-based dialogue.
Proven skills in go-to-market strategy to launch and pitch innovative ideas successfully.
Experience in innovation-focused environments such as startups or ventures.
Strong stakeholder relationship management capabilities.

Core Competencies (Proficient Level)

Product thinking and strategy critical for constructing adoption journeys.
Human-centered or experience design to support the design of engaging transformation initiatives.
Change adaptation with the caveat of avoiding standard textbook approaches.

Additional Skills (Nice to Have)

Familiarity with investment management sectors providing contextual insight.
Baseline knowledge of agile methodologies to support delivery frameworks.
Understanding of artificial intelligence as a typical transformation focus area, although not a core requirement.

Compensation and Location

This role offers compensation between $65 and $100 per hour. While the initial phase is remote within the United States, ongoing leadership directives require relocation to Charlotte, NC for long-term engagement.

Your Leadership

Under the guidance of Manuel Ramirez, Founder at Avance Consulting Group.

Transformation Experience & Adoption Lead