Job Description

Responsibilities

:

Corporate Channel Strategy & Business Performance

  • Own and deliver the national Corporate Channel strategy aligned to enterprise priorities.

  • Establish performance metrics, governance routines, and business discipline across regions.

  • Oversee annual business planning including advisor growth, productivity, and client retention.

  • Use data and insights to optimize channel effectiveness and remove performance barriers.

    • Executive Leadership & Channel Integration

  • Lead a national leadership team across Dedicated Channel regions and Wealth Connect.

  • Establish operating rhythms and accountability frameworks to drive consistent execution.

  • Build a high-performance culture focused on outcomes and continuous improvement.

    • Talent, Workforce Strategy & Organizational Effectiveness

  • Own workforce strategy, including capacity planning, leadershi...

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