04 / Commercial Strategy · Executive Operations
Making strategy executable.
Business Initiatives Lead · Commercial Office
Result
An organic growth strategy adopted by the Executive Committee.
Working directly with the Group Chief Commercial Officer of a major wealth management business, I developed an organic growth strategy adopted by the Executive Committee and established the governance and operating rhythm to turn leadership priorities into coordinated delivery.
- Context
- Canaccord, Commercial Office
- Discipline
- Commercial Strategy · Executive Operations
- Timeframe
- 2024 to present
01The challenge
Commercial growth spans multiple interdependent functions, from distribution and propositions to finance, technology, data and client experience.
Leadership needed a consistent framework for prioritisation, accountability, performance visibility and decision-making.
02My contribution
- 01Developed the organic growth strategy, including client-segment and channel opportunity sizing, commercial analysis and proposition priorities.
- 02Translated strategy into commercial objectives, KPIs and delivery plans.
- 03Established and ran a Growth Committee to coordinate priorities and decisions.
- 04Built the executive operating cadence, including governance, risk escalation and delivery reporting.
- 05Supported strategic partnerships and commercial enablement through external materials, opportunity analysis and pipeline-conversion reporting.
- 06Worked across commercial, financial, technology, operations and compliance stakeholders.
- 07Coordinated eight Consumer Duty workstreams and Fair Value Assessment activity through senior governance and Board sign-off.
03The impact
What I delivered
Strategy adopted, and made executable
An organic growth strategy adopted by ExCo, with a repeatable leadership forum and operating cadence connecting strategic priorities to accountable execution.
What I delivered
Eight workstreams to Board sign-off
Separately, eight cross-functional regulatory workstreams were coordinated through Board sign-off.
04What it taught me
“Strategy becomes valuable when it changes what people do. I’ve learned that effective execution needs commercial judgement, clear ownership and the ability to connect different teams around a shared outcome. Leadership needs both the big picture and confidence that the details are being delivered.”