Head of Distribution Strategy

🔥 12 hours ago

🇺🇸 United States – Remote

💵 $162.4k - $266.9k / year

⏰ Full Time

🔴 Lead

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Guardian Life

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1860

🏥 Healthcare

💼 Consulting

🍽️ Food & Beverage

💰 Non Equity Assistance on 2016-08

Healthcare • Consulting • Food & Beverage

Guardian Life is a comprehensive insurance provider offering a wide range of insurance products and services. Founded 160 years ago, the company has grown to serve over 12 million people daily. Guardian Life specializes in various insurance plans, including life, disability, dental, vision, accident, critical illness, and hospital indemnity insurance. The company also provides workforce solutions such as group benefits, absence management, paid leave, and benefits technology. Furthermore, Guardian Life offers investment services, annuities, and retirement plans, supported by financial professionals. The firm is committed to social responsibility, equity, and inclusion, partnering with organizations to foster well-being and financial health. With a strong network and deep industry experience, Guardian Life continues to be a reliable partner in protecting individuals and families while preparing them for the future.

📋 Description

• 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