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