Director, Strategic Initiatives – Distribution Growth

Jobtailor; Toronto; On-site; CAD 110,000 - 150,000; Full time

Job summary

Jobtailor in Toronto, Canada, is seeking a senior growth leader to own end-to-end expansion from strategy to execution. You will define strategies, build business cases, pilot solutions, and drive implementation across multiple functions.

You will lead, coach, and develop a high-performing team, establish trusted relationships with senior executives, synthesize market data, identify whitespace, and track KPIs to grow advisor engagement, client acquisition, and revenue.

Qualifications

• Significant experience in strategy, business development, sales leadership, or partnerships.

Responsibilities

• Own end-to-end growth initiatives from strategy through execution.
• Define strategies, build business cases, pilot solutions, and drive implementation across multiple functions.
• Lead, attract, coach, and develop a high-performing team.
• Establish trusted relationships with SLFD leaders, field advisors, cross-functional partners, and senior executives.
• Synthesize client, advisor, and market data into recommendations, growth plans, and go-to-market approaches.
• Identify whitespace opportunities, deepen existing client relationships, and build partnerships to expand Prospr’s footprint across life, health, and wealth solutions.
• Establish and monitor KPIs for advisor engagement, client acquisition, pipeline velocity, and revenue impact.
• Use data and CRM tools to course-correct and optimize performance.
• Report to the AVP, Business Growth & Strategy

Skills

Strategy Development

Business Development

Sales Leadership

Team Building

CRM Proficiency

Relationship Building

Stakeholder Engagement

Commercial Judgment

Analytical Rigor

Tools

Salesforce

CRM Platforms

Pipeline Management Tools

Job description

• Own end-to-end growth initiatives from strategy through execution
• Define strategies, build business cases, pilot solutions, and drive implementation across multiple functions
• Lead, attract, coach, and develop a high-performing team
• Establish trusted relationships with SLFD leaders, field advisors, cross-functional partners, and senior executives
• Synthesize client, advisor, and market data into recommendations, growth plans, and go-to-market approaches
• Identify whitespace opportunities, deepen existing client relationships, and build partnerships to expand Prospr’s footprint across life, health, and wealth solutions
• Establish and monitor KPIs for advisor engagement, client acquisition, pipeline velocity, and revenue impact
• Use data and CRM tools to course-correct and optimize performance
• Report to the AVP, Business Growth & Strategy

Requirements

• Significant experience in strategy, business development, sales leadership, or partnerships
• Ideally experience in financial services, distribution, or advisor-led channels
• Experience building, coaching, and developing high-performing teams
• Understanding of financial services, insurance, wealth management, or field-based distribution models
• Experience managing pilots, launching go-to-market initiatives, and driving adoption across functions
• Ability to mobilize complex stakeholder ecosystems and engage senior leaders and advisor communities
• Commercial judgment and analytical rigor
• Fluency with Salesforce or CRM platforms, pipeline management, and CRM tools
• Ability to work with strategic vision, performance metrics, ambiguity, and outcome-focused execution

Core Competencies

Demonstrates expertise in strategy development, business growth initiatives, and team leadership within the financial services sector. Proficient in utilizing data analytics and CRM tools to drive performance and optimize client engagement.

Highest-signal resume keywords

• Strategy Development
• Business Development
• Sales Leadership
• Team Building
• CRM Proficiency

Hard Skills

• Business Case Development
• KPI Monitoring
• Data Synthesis
• Market Analysis
• Pilot Management

Soft Skills

• Coaching
• Relationship Building
• Stakeholder Engagement
• Commercial Judgment
• Analytical Rigor

Industry Keywords

• Financial Services
• Wealth Management
• Insurance
• Advisor-Led Channels
• Field-Based Distribution

Tools & Technologies

• Salesforce
• CRM Platforms
• Pipeline Management Tools