29 Oct
|
Meridian Credit Union
|
St. Catharines
29 Oct
Meridian Credit Union
St. Catharines
Lead Wealth growth strategy and distribution at Meridian from the Toronto Corporate Office through a hybrid work chance. Shape advisor capacity and commercial mobilization.
This Director of Distribution and Activation role owns Wealth growth priorities, distribution strategy, advisor capacity, practice-model evolution, and business requirements. You will guide referral ecosystems, segment expansion, channel strategy, advisor recruitment, onboarding, and measurable commercial outcomes. The position supports sustainable growth in assets under administration, insurance revenue, advice penetration, and advisor productivity.
Key Responsibilities:
- Develop and execute prioritized Wealth growth strategies
- Govern referral ecosystems, campaigns, and lead management
- Maintain multi-year distribution and growth roadmaps
- Set direction for Wealth distribution channels
- Champion enterprise and external wealth-partner collaboration
Requirements:
- Fourteen plus years of progressive wealth experience
- Expertise in wealth distribution and growth strategy
- Experience leading growth programs and cross-functional delivery
- Undergraduate degree or equivalent education and experience
- Executive communication and governance capabilities
Direct Meridian’s Wealth distribution strategy with referral, channel, capacity, and commercial growth expertise across Toronto and St. Catharines.
📌 Wealth Distribution Strategy Director (St. Catharines)
🏢 Meridian Credit Union
📍 St. Catharines