- 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

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