Meet RJM Change Management
RJM Change Management was formed in 2021 with the specific goal of assisting Wealth Management firms to explore alternatives to aging, legacy, inefficient, systems.
We help Wealth Management firms make well-informed decisions regarding the options they have to improve profitability, expand offerings, improve customer deliverables and control personnel costs.
- We believe that no Wealth Management firm should be "sold" a solution by a vendor.
- We believe that Wealth Management firms should evaluate all of their options and partner with the solution providers that best fit their business model and needs.
- We assist by interviewing your Wealth Management staff, creating a success/pain point report, matching expressed needs to current solution providers and walking you through the transition process from a current state to future state environment.
Russell Morse, RJM Change Management Founder
Russell Morse, RJM Change Management Founder
Russell Morse, RJM Change Management's founder and current president, has 30+ years in the Wealth Management industry. Russell started his Wealth Management career in the early 1990's in the Employee Benefits / Retirement Plan consulting business.
From there, Russell joined a large regional Wealth Management provider. In his 20+ year career with this firm, he managed the wealth systems administration, fiduciary tax, securities processing, RIA and Brokerage and retirement plan operations teams.
Russell created the RJM Change Management Resources firm in 2021 and has since helped Wealth Management firms improve their existing support models, transition to new core system providers and expand service offerings.
Our current Vice President, Rachel Lerner, is an employee benefits specialist. Rachel has extensive knowledge of retirement plan systems and health care plan administration (HSA, Flex Spending, Claims Administration). She has previous experience (12+ years) working for a large regional third-party-administrator of health care plans. As Wealth Management firms expand their offerings to include retirement, health care and insurance options, Rachel is available to provide assistance regarding product offerings and regulatory guidance.