Head of Distribution Strategy

This is a fully remote position, open to applicants in United States.

📋 Description

• Transform the Head of Distribution’s vision into a practical enterprise growth strategy.

• Determine where to engage, how to compete, and the necessary capabilities and investments.

• Convert business objectives into strategic initiatives, implementation plans, governance frameworks, KPIs, and execution roadmaps.

• Align priorities across various business lines and establish collective accountability for enterprise growth goals.

• Evaluate market, customer, advisor, competitor, and business line data to pinpoint markets and growth opportunities.

• Create data-driven business cases that encompass opportunity size, rationale, investments, risks, dependencies, and projected value.

• Enhance understanding of business lines to connect enterprise distribution capabilities and foster growth.

• Collaborate with business and enabling functions to synchronize strategy, investments, and execution priorities.

• Propel technology and platform integration initiatives that enhance distribution effectiveness and improve advisor and customer experiences.

• Specify CRM capabilities, data connections, and business requirements for Distribution.

• Work with Sales Enablement on seller-facing actions, CRM improvements, segmentation, dashboards, pipeline visibility, and cross-sell insights.

• Advocate for consistent data definitions, integration, quality, and governance.

• Recognize regulatory, risk, compliance, and suitability factors.

• Collaborate with Risk and Compliance to define boundaries, evaluate third-party capabilities, and incorporate controls into business cases and roadmaps.

• Develop executive presentations, white papers, strategic recommendations, and materials suitable for board review.

• Articulate strategic narratives, decisions, trade-offs, milestones, and expected outcomes.

• Lead cross-functional change initiatives, resolve dependencies, and sustain implementation momentum.

⛳️ Requirements

• Over 10 years of progressive experience in distribution strategy, sales strategy, enterprise strategy, or a similar field within broker-dealer, RIA, insurance, wealth management, or financial services environments.

• Proven experience in translating senior leader strategies into enterprise plans, market selections, investment priorities, business cases, and implementation roadmaps.

• Successful track record collaborating across sales, PO growth & development, wealth management, product, technology, CRM, marketing, operations, finance, risk, and compliance functions.

• Expertise in utilizing integrated market and business data to assess growth opportunities and inform strategic recommendations.

• Familiarity with CRM platforms, data integration, analytics, and digital transformation initiatives.

• Outstanding executive communication, PowerPoint creation, strategic storytelling, and stakeholder influence skills.

• Experience in assessing new markets, distribution models, partnerships, or platform capabilities within a regulated environment.

• Understanding of suitability considerations and experience collaborating with Risk and Compliance to set strategic and operational boundaries.

• Experience supporting executive committees or boards with decision-ready strategic materials.

• Must possess legal authorization to work in the United States without employer sponsorship now or in the future.

🏝️ Benefits

• Opportunities for skill enhancement.

• Leadership development programs.

• Philanthropic engagement opportunities.

• Modern, supportive, flexible, and inclusive benefits and resources.

• Comprehensive benefits for full-time eligible employees.

• Reasonable accommodations for disabilities, pregnancy, childbirth, or related medical conditions.

• Potential eligibility for annual, sales, or other incentive compensation.