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

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📌 Director, Strategic Initiatives – Distribution Growth (Ontario)
🏢 Jobtailor
📍 Ontario