Transformation Experience & Adoption Lead

About the Role

Provide consulting services to a global, privately owned financial services organization with over $3 trillion in assets under management. Serve individual investors, financial intermediaries, institutions, and retirement plans through research-driven investment products, risk management solutions, and advisory services. Drive adoption of enterprise transformation initiatives through a product and marketing mindset.

Role Expectations

• Act as an internal disruptor, visionary, and natural entrepreneur to serve as a Transformation Experience and Adoption Lead.
• Approach enterprise transformation through a product and marketing lens, treating employee adoption as a compelling user journey.
• Act as a front-facing managing consultant and peer to leadership to challenge legacy ways of working.

Key Responsibilities

• Orchestrate Experience-Led Journeys: Turn complex corporate transformations, such as AI scaling and digital modernization, into highly engaging end-user journeys. Treat change as an experience rather than a sequence of task updates.
• Act as an Internal Disruptor: Challenge conventional transformation models. Drive a creative mindset across the organization to shift cultures, break through stagnation, and accelerate adoption paths.
• Deliver Consultative Storytelling: Serve as a peer-level strategic advisor to executive stakeholders. Drive engagement through authentic, collaborative dialogue and rapid, compelling pitches rather than flat resume-style updates.
• Build from 0 to 1: Actively architect and mature the transformation practice itself. Create frameworks and activation strategies where blueprints do not yet exist.
• Design High-Impact Activation Campaigns: Build internal go-to-market strategies. Utilize audience segmentation, journey mapping, and campaign-based narratives to inspire sustained behavioral change.
• Facilitate Visionary Safe Spaces: Design and lead high-impact workshops, creative events, and interactive leadership alignments that make abstract change tangible and actionable.
• Measure Experiential Adoption: Define, monitor, and iterate on adoption and sentiment metrics. Refine campaigns based on real-world end-user feedback.

Required Experience and Mindset

• Consulting, Agency, or Startup Foundation: Substantial professional experience operating as a front-facing managing consultant, agency lead, or startup founder or co-founder.
• Entrepreneurial Muscle: Proven track record of running a startup, a prominent side-hustle, or building a brand or practice from scratch. Market your own services and rapidly pitch concepts.
• Experience and Journey Design Lens: Strong background or highly evolved thinking in product delivery, product management, or marketing strategies focused on audience experience design.
• Compelling Conversational Narrative: Outstanding verbal and written communication skills with the ability to naturally tell a story, engage an audience, and talk with people rather than at them.
• Corporate Adaptability: Ability to navigate, respect, and influence a traditional, sometimes conservative corporate culture while effectively testing its edges.
• Location Strategy: Reside in, or be explicitly willing to live near or relocate to, the Charlotte, North Carolina area. Build out the physical Charlotte office culture as a strict, non-negotiable directive from leadership.

Expert Skills

• Brand Storytelling
• Go-to-Market Strategy
• Innovation, Startup, or Venture Environments
• Stakeholder Relationship Management

Proficient Skills

• Product Thinking and Product Strategy
• Human-Centered Design and Experience Design
• Change Adaptation

Nice to Have

• Investment Management
• Agile Methodologies
• Artificial Intelligence (AI)

Compensation: USD 400/month
Location: Remote: United States (initial engagement of approximately 12 months; transition to Charlotte, NC for a longer-term opportunity, subject to mutual fit)