Carex is partnering with a financial services organization to identify an Organizational Change Management (OCM) Consultant to support a large-scale, enterprise-wide transformation. This consultant will lead the people side of change for a multi-year core system conversion that impacts every part of the organization. The role focuses on ensuring strong end-user adoption, embedding structured OCM practices into the project lifecycle, and mentoring internal teams to build sustainable change capability.
Duration: 2 years
Location: hybrid, Madison, WI
What You’ll Do
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Lead the people side of change for a complex, enterprise-wide transformation, integrating OCM practices beyond training and communications.
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Develop and execute a comprehensive change management strategy aligned to project scope, timeline, complexity, and risk.
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Partner closely with project leadership, business leaders, training teams, and communications partners to embed change activities into the overall project plan.
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Conduct organizational readiness and change impact assessments to identify risks, stakeholder needs, and mitigation strategies.
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Facilitate stakeholder analysis and engagement strategies to drive awareness, buy-in, and sustained adoption across distributed teams.
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Create and support clear, consistent communication and feedback loops that ensure employees feel informed, engaged, and part of the journey.
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Guide development of training materials, job aids, readiness tools, and enablement resources, ensuring preparedness for new systems and processes.
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Assess adoption and readiness, address resistance, and adjust change strategies as needed throughout the lifecycle.
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Support business owners with post-launch sustainability and reinforcement planning.
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Establish governance and reporting practices to track progress, manage change-related risks, and escalate issues appropriately.
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Mentor, coach, and teach internal team members to build organizational OCM competency and maturity.
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Challenge behaviors and decisions that are not aligned with stated goals, ensuring momentum and accountability throughout the transformation.
What You’ll Bring
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6+ years of hands-on Organizational Change Management experience across all phases of large, complex project lifecycles.
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Demonstrated ability to apply OCM concepts in real-world, high-impact transformations beyond theoretical or certification-based knowledge.
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Experience supporting large-scale technical transformation initiatives lasting a year or longer.
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Strong leadership, facilitation, and relationship-management skills, with the ability to influence without direct authority.
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Proven comfort challenging assumptions, pushing back constructively, and driving decisions in ambiguous or high-stakes environments.
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Advanced communication skills, including the ability to translate complex business and technical concepts for diverse audiences.
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Experience mentoring, coaching, and building change capability within teams and organizations.
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Familiarity with ADKAR or similar change methodologies; certification is preferred but not required.
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Experience working in large, matrixed, or highly regulated environments; financial services or distributed/branch-based operations experience is a plus.
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High emotional intelligence, strong judgment, and the ability to navigate complex stakeholder dynamics effectively.
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Proficiency with common productivity and collaboration tools (e.g., Microsoft Office, Visio, PowerPoint, DevOps tools).
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Ability to work in a hybrid model, with on-site presence a couple of days per week in Madison, Wisconsin.
Carex Consulting Group is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, or Veteran status.
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