Head of Business Strategy – Brand, Product & Affiliated Distribution (BP&AD)

📍 Location: Boston, MA

💼 Full-Time | Leadership | Strategy

💰 Estimated Salary: $120,000 – $144,000 per year

The Opportunity

This leadership role is responsible for driving the strategic vision and execution across Brand, Marketing, Product, Institutional, and Affiliated Distribution (BP&AD). You will develop, refine, and lead a transformational distribution strategy, aligning closely with enterprise goals and ensuring sustainable long-term performance. The position requires strong cross-functional collaboration with teams including Finance, Technology, Legal, Compliance, and Field Partners.

Team Overview

The BP&AD Strategy team is at the forefront of decision-making, responsible for identifying strategic opportunities, leveraging analytics, and delivering actionable insights to strengthen distribution effectiveness and growth. The team’s focus areas include:

Leading strategy initiatives that guide senior leadership decision-making
Delivering insights aligned with market and consumer trends
Partnering across analytics, finance, and technology to shape strategy
Communicating strategy through impactful narratives and metrics
Consulting across the business on high-value strategy opportunities

The environment is highly collaborative, inclusive, and driven by transparency, accountability, and innovation.

Key Responsibilities

Drive large-scale strategic initiatives and lead problem-solving efforts
Serve as a trusted advisor, maintaining broad visibility into business dynamics
Deliver high-quality insights and recommendations to senior leadership
Guide the development and execution of BP&AD strategy in alignment with enterprise goals
Create strategic content and presentations for executives and board members
Develop and mentor team members to build future strategy leaders
Collaborate across functional teams to ensure aligned execution

Minimum Qualifications

10+ years of professional experience
7+ years in top-tier strategy consulting, with experience leading complex projects
3+ years of financial services industry experience, ideally in insurance or wealth management
Bachelor’s degree from a leading institution
Proven track record of mentoring and leading high-performing teams
Strong analytical, communication, and problem-solving skills
Ability to develop data-driven, executive-level communications and presentations

Preferred Qualifications

Master’s degree (MBA or relevant advanced degree)
Familiarity with life insurance, annuities, or wealth management
Experience in affiliated and third-party distribution models
Strong financial acumen, including understanding of distribution economics
Expertise in navigating and influencing complex stakeholder groups
Demonstrated success in executing strategy and leading through change
Deep understanding of retail financial services, products, and channels

You’ll Thrive If You…

Are a strategic thinker with a bias for execution
Excel at building cross-functional alignment
Are energized by fast-paced environments
Possess strong interpersonal skills and the ability to lead with influence
Have a passion for driving measurable impact and long-term value

What to Expect

Regular collaboration with the Distribution Platforms & Readiness team
One-on-one support from leadership
Access to mentorship, learning platforms, and professional development resources
Opportunities to participate in resource groups and internal networks
A mission-driven organization that values ethics, innovation, and inclusion

This is a high-impact role for a strategic leader ready to shape the future of financial services distribution.

SoTalent

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