11 Nov
|
Meridian Credit Union
|
Toronto
11 Nov
Meridian Credit Union
Toronto
Shape Meridian’s Wealth growth through channel strategy, referral ecosystems, and commercial mobilization from its Toronto Corporate Office.
This Director of Distribution & Activation leads development, prioritization, and execution of Wealth-specific growth programs. You will define channel value propositions, expand access to advice, and evaluate emerging advisory models. Your mandate includes mass affluent and high-net-worth segments, strategic partners, campaigns, lead management, and measurable commercial outcomes.
Key Responsibilities:
- Define Wealth channel roles, segments, value propositions, and expectations
- Evaluate emerging advisory and distribution models
- Champion collaboration with enterprise and external wealth partners
- Optimize referral conversion and member engagement through insights
- Lead strategic growth governance through the Wealth Operating Council
Requirements:
- Fourteen-plus years of progressive wealth or distribution experience
- Solid knowledge of advisor practice models and capacity planning
- Experience developing enterprise strategies and commercial business cases
- Understanding of regulated financial services and external wealth partners
- Influence, negotiation, stakeholder management, and governance capabilities
Apply channel strategy, commercial insight, and Wealth distribution expertise to Meridian’s growth priorities and member-focused advisory models.
📌 Wealth Growth and Channel Director (Toronto)
🏢 Meridian Credit Union
📍 Toronto