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Manager, transitions

3 months ago

Oakville, Canada Société Financière Manuvie Full time

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected, and meaningfully challenged, we all thrive. Discover how you can grow your career, make an impact, and drive real change with our Winning Team today.

Working Arrangement: Hybrid

Job Description

Responsibilities

  1. Support the development of sales & support strategy
  2. Contribute to the identification and prioritization of growth, service, efficiency, compliance, and profitability related initiatives across sales functions
  3. Identify best in class advisor training programs & processes/systems for transitioning of assets
  4. Support our advisor recruiting and onboarding programs
  5. Provide ongoing feedback and benchmarking on competitor pricing, products, and services
  6. Develop various teams on including “customer-centricity” in everything we do
  7. Communicate high-level implementation timelines for key initiatives through identification of cross-channel and other functional areas’ impacts, priorities, and dependencies

Manage multi-disciplinary projects to support sales & support strategies:

  1. Defining business requirements, defining streamlined processes and preparation of business case proposals
  2. Securing consensus and cooperation from regional sales leaders, senior management, and other functional leaders
  3. Developing implementation strategies and project plans including resource requirements

Manage delivery of projects to regional sales teams / advisors:

  1. Coordination of project tasks with all impacted parties
  2. Communication of plans, timelines, required actions, and expected outcomes
  3. Implement appropriate organizational change processes

Manage reporting to track/monitor progress:

  1. Develop and distribute reporting on progress of projects/initiatives
  2. Develop Advisory Services sales & support scorecards/dashboards

What motivates you?

  1. You obsess about customers, listen, engage and act for their benefit.
  2. You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
  3. You thrive in teams and enjoy getting things done together.
  4. You take ownership and build solutions, focusing on what matters.
  5. You do what is right, work with integrity and speak up.
  6. You share your humanity, helping us build a diverse and inclusive work environment for everyone.

What we are looking for:

  1. 5+ years in a role with direct interaction with advisors/assistants
  2. 5+ years’ experience in the financial services industry preferably with an IIROC or MFDA firm
  3. Confirmed project management and analytical skills
  4. Shown ability to implement and deliver solutions in complex environments with challenging resources & constraints
  5. Shown ability to effectively communicate issues, options, and recommendations to senior management
  6. Extraordinarily strong interpersonal, negotiation, influencing and relationship management skills
  7. Superior organizational, planning and priority management skills
  8. Ability to thrive in a high profile, high pressure environment with time-compressed deadlines and limited resources
  9. Post-secondary degree
  10. Confirmed focus on customer service

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?

  1. A competitive salary and benefits packages.
  2. A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
  3. A focus on growing your career path with us.
  4. Flexible work policies and strong work-life balance.
  5. Professional development and leadership opportunities.

Our commitment to you:

  1. Values-first culture: We lead with our Values every day and bring them to life together.
  2. Boundless opportunity: We create opportunities to learn and grow at every stage of your career.
  3. Continuous innovation: We invite you to help redefine the future of financial services.
  4. Delivering the promise of Diversity, Equity, and Inclusion: We foster an inclusive workplace where everyone thrives.
  5. Championing Corporate Citizenship: We build a business that benefits all collaborators and has a positive social and environmental impact.

About Manulife and John Hancock:

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups, and institutions.

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.

Salary & Benefits

The annual base salary for this role is listed below.

Primary Location: Oakville, Ontario

Salary range is expected to be between: $81,450.00 CAD - $146,610.00 CAD

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.

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