Head of Distribution Strategy
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Head of Distribution Strategy translating Guardian’s insurance and financial-services strategy into enterprise growth plans. Developing market choices, investment cases, CRM priorities, and execution roadmaps.
Responsibilities:
- Convert the Head of Distribution’s strategy into an actionable enterprise growth plan
- Define where to play, how to compete, and required capabilities and investments
- Translate business objectives into strategic initiatives, implementation plans, governance structures, KPIs, and execution roadmaps
- Coordinate priorities across business lines and establish shared accountability for enterprise growth objectives
- Assess market, customer, advisor, competitor, and business-line data to identify markets and growth opportunities
- Develop data-supported business cases covering opportunity size, rationale, investments, risks, dependencies, and expected value
- Build understanding of business lines to connect enterprise distribution capabilities and unlock growth
- Partner with business and enabling functions to align strategy, investments, and execution priorities
- Drive technology and platform integration priorities that improve distribution effectiveness and advisor and customer experiences
- Define CRM capabilities, data connections, and business requirements for Distribution
- Partner with Sales Enablement on seller-facing actions, CRM enhancements, segmentation, dashboards, pipeline visibility, and cross-sell insights
- Promote consistent data definitions, integration, quality, and governance
- Identify regulatory, risk, compliance, and suitability considerations
- Engage Risk and Compliance to define boundaries, assess third-party capabilities, and incorporate controls into business cases and roadmaps
- Create executive presentations, white papers, strategic recommendations, and board-ready materials
- Communicate strategic narratives, decisions, tradeoffs, milestones, and expected outcomes
- Lead cross-functional change, resolve dependencies, and maintain implementation momentum
Requirements:
- 10+ years of progressive experience in distribution strategy, sales strategy, enterprise strategy, or a related discipline within broker-dealer, RIA, insurance, wealth management, or financial services environments
- Demonstrated experience translating senior-leader strategy into enterprise plans, market choices, investment priorities, business cases, and implementation roadmaps
- Proven success working across sales, PO growth & development, wealth management, product, technology, CRM, marketing, operations, finance, risk, and compliance functions
- Experience using integrated market and business data to evaluate growth opportunities and support strategic recommendations
- Working knowledge of CRM platforms, data integration, analytics, and digital transformation initiatives
- Exceptional executive communication, PowerPoint development, strategic storytelling, and stakeholder-influence skills
- Experience evaluating new markets, distribution models, partnerships, or platform capabilities in a regulated environment
- Knowledge of suitability considerations and experience partnering with Risk and Compliance to establish strategic and operating boundaries
- Experience supporting executive committees or boards with decision-ready strategy materials
- Must be legally authorized to work in the United States without employer sponsorship now or in the future
Benefits:
- Skill-building opportunities
- Leadership development
- Philanthropic opportunities
- Contemporary, supportive, flexible, and inclusive benefits and resources
- 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
Similar Jobs
Founding Head of Brand
Founding brand leader defining Melotech's identity and narrative for technology-driven media and entertainment products. Building campaigns, partnerships and reputation from the ground up.
Global Head of SDLC Solution
Global SDLC leader shaping Valiantys’ Atlassian, DevOps, and AI professional services practice. Building repeatable offerings, leading regional teams, and driving enterprise software delivery transformation.
Global Head of SDLC Solution
Global SDLC practice leader turning Valiantys’ Atlassian, DevOps, and AI expertise into scalable professional services solutions. Building regional teams, reusable IP, and AI-enabled software delivery transformation.
Head of Training and Development
Head of Training & Development building GenServe’s technician, safety, and enterprise training function. Establishing systems, curricula, metrics, and a regional trainer network.
Head of Performance Creative
Head of Performance Creative leading paid advertising strategy for a global DTC wellness brand. Building creative teams, testing systems, and campaigns that drive profitable customer acquisition.
Head of Epidemiology
Head of Epidemiology leading Fortrea’s epidemiology and real-world evidence consulting capability. Governing complex programs, strategic client relationships, scientific standards, and senior team development.
Head of Bioprocessing
Head of Bioprocessing driving biopharma sales, strategic partnerships, and customer solutions for Avantor in Japan. Leading distributors, key accounts, and cross-functional teams supporting life sciences growth.
Head of Cinematography, Layout – Ink
Netflix Head of Cinematography, Layout shaping cinematic vision for GenAI-native animated content. Building hybrid 2D/3D workflows and leading layout teams toward feature-quality production.
Co-Head of ERP Consulting, Real Estate and Housing
Leitung eines ERP-Consulting-Teams für WOWIPORT, Hypoports Cloud-ERP für die Wohnungswirtschaft. Steuerung von Consultants, Implementierungen, Qualität und Kundenprozessen.
Head of Protection Intermediary Distribution
Head of Protection Intermediary Distribution leading Scottish Widows’ UK protection distribution strategy. Building intermediary partnerships, profitable growth and a high-performing commercial team.
Head of Protection Intermediary Distribution
Head of Protection Intermediary Distribution leading Scottish Widows’ UK protection growth strategy. Building intermediary partnerships, driving profitable market growth and developing a high-performing team.
Deputy Head of School
Deputy Head of School leading operations, compliance, staff, and academic programs for ACCEL Schools’ Florida virtual academy. Supporting student outcomes, career pathways, and community partnerships.
Head of Publishing
Head of Publishing building Vira Games’ mobile-game publishing division from scratch. Sourcing studios, negotiating deals, validating titles, and scaling the portfolio.
Head of Research
Head of Research leading enterprise research, outcomes evidence, and publications for LifeStance Health’s mental healthcare practice. Building research infrastructure and partnerships to improve patient care.
Head of Commercial
Head of Commercial leading sales, marketing, channel partnerships, and product launches for Contronics, a laboratory monitoring and compliance services provider. Driving UK and international revenue growth.
Founding Head of Brand
Founding Head of Brand shaping Pairs' identity as a global family-office and investor network. Owning brand strategy, editorial, social content, video, and founder-investor storytelling.
Head of Service Delivery
Head of Service Delivery standardizing Zipline’s autonomous drone delivery network across Africa. Certifying sites, developing operator pipelines, and driving consistent performance metrics.
Head of Deployments
Head of Deployments leading Zipline’s autonomous drone delivery site launches across Africa. Owning multi-country infrastructure deployment, commissioning, handover and scalable launch operations.
Head of Campus – Technology, Digital & Media
Leitung des WBS Campus der WBS GRUPPE für technologiegetriebene Bildungsangebote. Verantwortung für IT, Digitalisierung, KI, Innovation und standortübergreifende Teams.
Head of Safeguarding
Head of Safeguarding leading safeguarding governance and compliance for Psychiatry UK’s digital mental health services. Managing teams, audits, training, and CQC readiness remotely across the UK.