First Command Financial Services

Manager, Adoption Team

First Command Financial Services • $95K — $115K *
Fort Worth, TX 76137In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree required.
  • 5+ years of experience in technology adoption or similar in financial services.
  • Proven leadership experience managing cross-functional teams.
  • Strong understanding of financial services operations and regulations.
  • Exceptional communication and interpersonal skills for stakeholder engagement.
  • Proficiency in digital adoption and training methodologies.
  • Excellent analytical and problem-solving skills.

Responsibilities

  • Lead and coach the Technology Adoption Specialist and Adoption Delivery teams.
  • Execute organization's adoption strategy for new technologies and processes.
  • Collaborate with business units and leadership for successful digital implementation.
  • Develop and implement standard operations for adoption and business process teams.
  • Monitor and evaluate technology adoption initiatives for continuous improvement.
  • Foster innovation and continuous learning culture within the organization.
  • Travel to field offices to support adoption initiatives.

Benefits

  • Opportunity for career growth and development.
  • Work in a culture that promotes innovation and learning.
  • Engage with cross-functional teams and leadership across the organization.
  • Flexible work environment with hybrid options.
Full Job Description
Job Description

How does this role impact First Command?

We are seeking a dynamic and experienced Manager to lead our Adoption Team. The ideal candidate will be responsible for leading the team responsible for driving the adoption of new technologies and processes across the organization, ensuring that our teams are equipped with the tools and knowledge necessary to maximize their productivity and effectiveness. This role requires a strategic thinker, excellent communication skills, and the ability to manage cross-functional teams.

What will the employee be doing in this role?
  • Lead and manage the Technology Adoption Specialist and the Adoption Delivery team, providing direction, coaching, development, and support to team members.
  • Assist with executing the organization's adoption strategy to enable the adoption of new technologies and supporting processes across the organization.
  • Collaborate with multiple business units and leadership to ensure success of digital investments and processes.
  • Develop and implement standard operations of Technology Adoption Specialist team and Business Process Consultant team.
  • Monitor and evaluate the effectiveness of technology adoption initiatives, using metrics and feedback to drive continuous improvement.
  • Foster a culture of innovation and continuous learning within the team and the broader organization.
  • Periodic travel to Field offices in support of adoption initiatives

Supervisory Responsibility
  • This role will lead the Technology Adoption Specialist group who creates and leads adoption strategies for key initiatives for the enterprise. This role also leads the Adoption Delivery group consisting of Business Process Consultants and a New Advisor Process Specialist who drive integration of processes with digital tools.

What skills and qualifications does this employee need?

Education
  • Bachelor's degree

Work Experience
  • 5+ years of experience in technology adoption or a related role within the financial services industry.
  • Proven experience leading and managing cross-functional teams.
  • Strong understanding of financial services operations and regulatory requirements.
  • Ability to manage multiple initiatives simultaneously.
  • Exceptional communication and interpersonal skills, with the ability to influence and engage stakeholders at all levels.
  • Proficiency in digital adoption and training methodologies.
  • Analytical and problem-solving skills, with a focus on data-driven decision-making.
  • Familiarity with variety of project management disciplines with methodologies.

Certifications
  • Prosci, Kotter or other organization change management certifications (preferred)

Required Knowledge, Skills and Abilities
  • Technology Adoption and Process Improvement: Knowledge of technology adoption, project management, and continuous improvement practices within financial services.
  • Leadership and Stakeholder Influence: Ability to lead cross-functional teams, coach employees, build trusted relationships, and influence stakeholders at all levels.
  • Strategic and Analytical Thinking: Ability to anticipate business needs, evaluate adoption performance, solve complex problems, and make timely, data-informed decisions.
  • Communication and Collaboration: Skill in clearly communicating complex concepts, listening with empathy, resolving conflict constructively, and collaborating across diverse teams.
  • Execution and Adaptability: Ability to manage competing priorities, adapt to changing circumstances, maintain attention to detail, and persist through obstacles to deliver quality outcomes.


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About First Command Financial Services

First Command Financial Services, Inc. is a financial planning organization that focuses on serving the unique needs of military families. The company was founded in 1958 by a retired Air Force officer and has since grown to serve clients across the United States. First Command offers a range of financial planning services, including investment management, retirement planning, insurance, and banking. The company is committed to providing personalized service and education to help military families achieve their financial goals.
Learn more about First Command Financial Services
Size
500 employees
Industry
Finance & Insurance
* Ladders Estimates

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