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Director of National Accounts

3 months ago

Toronto, Canada Manulife Full time

Reporting to the Head of National Accounts, this role will be responsible to develop and maintain relationships with mid to senior level executives and advisor support roles of an assigned group of distributor firms (national accounts) in order to maximize: 1) asset and deposit acquisition and 2) retention across all Manulife Bank product lines (loans, deposits, business banking, mortgages) . The primary customer in this role will be securities dealerships and managing general agents. Successful management of these relationships will create business opportunities for Manulife Bank; critical to that success is the ongoing communication with key Manulife stakeholders as well as a collaborative and strategic approach to distributor firm coverage.

Individual Responsibilities:

  • Evaluate opportunities for Manulife Bank to participate in distributor firm events and conferences and negotiate level of participation, ensuring strategic alignment for Manulife Bank and the client firm

  • Acts as primary contact and support for national sales relationships, associated senior level executives and national and regional advisor support roles for strategic national account firms to maximize desired growth and retention.

  • Prepares and delivers educational presentations, on occasion in collaboration with subject matter experts, to advanced market specialists, advisor support roles and advisors at national or regional firm events. (

  • Represents Manulife Bank at industry and firm events to further position Manulife Bank as a premier provider of banking solutions.

  • Works closely with the bank’s outside and inside sales teams to ensure ongoing sharing and management of distributor firm corporate intelligence with key stakeholders.

  • Identifies additional lines of business and opportunities for relationship expansion for the Bank.

  • Works closely with Manulife's Key Account partners (Life, Wealth, Affinity) to work as one to our distributors to better serve and grow sales.

Shared Responsibilities:

  • Evaluate with the Head of National Accounts for Manulife Bank to participate in distributor events and conferences, while negotiating our level of participation, ensuring strategic alignment for Manulife Bank and the client firm.

  • Work closely with the Head of National Accounts to analyze strategic planning initiatives with Manulife Bank’s key distributors.

  • Work closely with the other members of the National Accounts team, the Regional Vice Presidents, Business Development Managers, Internal Business Development Managers and Private Lenders to ensure business development opportunities are executed with positive impact.

  • In collaboration with the Head of National Accounts, the team will work jointly together to share best practices, business development ideas and strategic initiatives in order to foster the development of the members of the National Accounts team.

What we are looking for

  • Undergraduate degree preferred

  • 10 plus years experience in the financial services industry is an asset

  • Has a proven track record in a sales role

  • Excellent relationship management skills

  • Solid understanding of the financial services industry in the referral channel

  • In depth knowledge of Banking regulations as asset

  • Industry designations an asset (CFA, CFP, PFP, AMP, CIM)

  • Extensive and thorough knowledge of financial services in the referral channel

  • Solid understanding of financial services industry

  • Intelligent use of sales reporting to develop quarterly client reviews and business plans for referral partners

  • Strong ability to originate, communicate and execute ideas

  • Solid, persuasive and genuine communication and presentation skills

  • Proactive and committed team player

  • Ability to build effective partnerships

  • Proficiency with Microsoft Windows/Office is required

  • Strong influencer and negotiator

  • Organized

Nice to have:

  • Fully bilingual (French/English): The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

What can we offer you?

  • A competitive salary and benefits packages.

  • A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.

  • A focus on growing your career path with us.

  • Flexible work policies and strong work-life balance.

  • Professional development and leadership opportunities.

Our commitment to you

  • Values-first cultureWe lead with our Values every day and bring them to life together.

  • Boundless opportunityWe create opportunities to learn and grow at every stage of your career.

  • Continuous innovationWe invite you to help redefine the future of financial services.

  • Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.

  • Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit .

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact .

Working Arrangement

Remote

Salary & Benefits

Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact for additional information.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact for more information about U.S.-specific paid time off provisions.