What are the responsibilities and job description for the Strategy & Planning Consultant position at Motion Recruitment Partners, LLC?
Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Strategy & Planning / Product Change Consultant in Charlotte, NC (Hybrid)
Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today. Job Title: Strategy & Planning / Product Change Consultant - Enterprise Pricing Platform Transformation
Location: Charlotte, NC (Hybrid)
Contract Type: W2 Only, 12-month term with possible extensions or Full time conversion
Project Overview:
Join a strategic, front-office-facing transformation program modernizing an enterprise pricing platform and driving adoption across sales and product teams. This role focuses on strategic product support, change management, and stakeholder engagement. You will play a critical role in activating platform functionality, supporting onboarding, bridging communication between users, product teams, and vendors, and ensuring readiness for deployment.
Key Responsibilities:
Product & Program Support
Act as a liaison between sales teams, internal product teams, and the vendor (Zaffin) to clarify requirements, communicate issues, and move workstreams forward.
Break large program goals into discrete, actionable tasks.
Gather input from front-office sales teams, understand pain points, and obtain early feedback to inform deployment.
Activate key product functionality, identify product gaps, recommend solutions, and guide migration strategy from legacy tools.
Partner with the team and vendor to deliver a scalable, high-quality solution.
Collaborate with the incoming Program Manager (starting mid-January) and other internal stakeholders.
Change Management & Sales Enablement
Support change management initiatives including communication planning, staggered rollout planning, and training coordination.
Update documentation, procedures, and Knowledge Center materials.
Provide clarity and guidance between Wells Fargo teams and Zaffin vendor team.
Facilitate strategic work on product deployment readiness and adoption planning.
Team & Vendor Environment:
Small internal WF team (2-3 people) with additional vendor support (~36 offshore in India, 7-8 in Toronto).
WF Technology support: 3-4 part-time team members.
Opportunity to cover temporary resource gaps.
Agile methodology familiarity preferred; no deep JIRA story writing required.
Roles Available:
Product / Change Management Consultant- Strategic, front-office-facing, higher-touch roles supporting sales enablement, change management, and product readiness.
Change Management & Sales Enablement
Team & Vendor Environment:
Required Skills / Qualifications:
candidates with strong backgrounds in:
Product Management / Product Ownership
Enterprise Software Implementations
Change Management
Sales Enablement & User Adoption
Cross-Functional Program Delivery
Stakeholder Management
Platform Migrations / Transformation Initiatives
Agile Environments
Treasury Management, Pricing Platforms, or Financial Services experience (highly preferred)
Qualifications
Required Skills / Qualifications:
2 years of Strategy and Planning experience, or equivalent demonstrated experience via work, consulting, training, military service, or education.
Strong communication and stakeholder management skills.
Experience in sales enablement or sales tool implementations (Salesforce, CRM rollouts, ZoomInfo, etc.).
Comfortable working in Agile environments and navigating ambiguity.
Problem-solving mindset with the ability to present ideas clearly and act with ownership.
Experience in large enterprise transformation programs preferred.
Nice to Have
Experience with treasury management/deposit pricing, FTP methodologies, and profitability frameworks.
Background integrating pricing tools with billing/approval workflows and data pipelines.
Agile delivery experience (backlog management, sprint cadence, UAT leadership).
Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today. Job Title: Strategy & Planning / Product Change Consultant - Enterprise Pricing Platform Transformation
Location: Charlotte, NC (Hybrid)
Contract Type: W2 Only, 12-month term with possible extensions or Full time conversion
Project Overview:
Join a strategic, front-office-facing transformation program modernizing an enterprise pricing platform and driving adoption across sales and product teams. This role focuses on strategic product support, change management, and stakeholder engagement. You will play a critical role in activating platform functionality, supporting onboarding, bridging communication between users, product teams, and vendors, and ensuring readiness for deployment.
Key Responsibilities:
Product & Program Support
Act as a liaison between sales teams, internal product teams, and the vendor (Zaffin) to clarify requirements, communicate issues, and move workstreams forward.
Break large program goals into discrete, actionable tasks.
Gather input from front-office sales teams, understand pain points, and obtain early feedback to inform deployment.
Activate key product functionality, identify product gaps, recommend solutions, and guide migration strategy from legacy tools.
Partner with the team and vendor to deliver a scalable, high-quality solution.
Collaborate with the incoming Program Manager (starting mid-January) and other internal stakeholders.
Change Management & Sales Enablement
Support change management initiatives including communication planning, staggered rollout planning, and training coordination.
Update documentation, procedures, and Knowledge Center materials.
Provide clarity and guidance between Wells Fargo teams and Zaffin vendor team.
Facilitate strategic work on product deployment readiness and adoption planning.
Team & Vendor Environment:
Small internal WF team (2-3 people) with additional vendor support (~36 offshore in India, 7-8 in Toronto).
WF Technology support: 3-4 part-time team members.
Opportunity to cover temporary resource gaps.
Agile methodology familiarity preferred; no deep JIRA story writing required.
Roles Available:
Product / Change Management Consultant- Strategic, front-office-facing, higher-touch roles supporting sales enablement, change management, and product readiness.
Change Management & Sales Enablement
- Support change management initiatives including communication planning, staggered rollout planning, and training coordination.
- Update documentation, procedures, and knowledge base materials.
- Provide guidance and clarity between internal teams and vendor partners.
- Support strategic readiness planning for product deployment and adoption.
Team & Vendor Environment:
- Agile methodology familiarity preferred; no deep JIRA story writing required.
Required Skills / Qualifications:
candidates with strong backgrounds in:
Product Management / Product Ownership
Enterprise Software Implementations
Change Management
Sales Enablement & User Adoption
Cross-Functional Program Delivery
Stakeholder Management
Platform Migrations / Transformation Initiatives
Agile Environments
Treasury Management, Pricing Platforms, or Financial Services experience (highly preferred)
Qualifications
Required Skills / Qualifications:
2 years of Strategy and Planning experience, or equivalent demonstrated experience via work, consulting, training, military service, or education.
Strong communication and stakeholder management skills.
Experience in sales enablement or sales tool implementations (Salesforce, CRM rollouts, ZoomInfo, etc.).
Comfortable working in Agile environments and navigating ambiguity.
Problem-solving mindset with the ability to present ideas clearly and act with ownership.
Experience in large enterprise transformation programs preferred.
Nice to Have
Experience with treasury management/deposit pricing, FTP methodologies, and profitability frameworks.
Background integrating pricing tools with billing/approval workflows and data pipelines.
Agile delivery experience (backlog management, sprint cadence, UAT leadership).
Salary : $47 - $52