Director, engagement tools

2 days ago

Old Toronto, Canada Société Financière Manuvie Full time

Director, Engagement Tools

Role Description

  • Focuses on optimizing digital platforms and tools that enable sales teams to effectively engage with financial advisors, including content management systems, continuing education and portfolio consulting platforms.

  • Responsible for implementing and managing new solutions that enhance advisor engagement while ensuring seamless integration of data across CRM, marketing, and sales systems to drive insights and strategy.

  • Role also involves creating frameworks for lead management between Marketing and Sales.

Key Responsibilities:

  • Lead and optimize sales content management and engagement platforms to ensure regional Sales teams can easily access accurate, relevant and up-to-date content and collateral to drive engagement by advisors.

  • Implement, manage and optimize the continuing education/practice management digital platform to drive advisor engagement.

  • Identify and implement new solutions and tools that deliver value-added services to advisors, drive digital engagement and systematic customer data capture, such as a Portfolio Consulting platform.

  • Ensure seamless integration of engagement data with our CRM, digital marketing stack and EDL, driving better sales insights and strategy, and enabling orchestration and management of advisor experience across Sales and Marketing.

  • Create and manage framework and defined ways of working for managing and optimizing leads across Marketing and Sales; work with partners to ensure outcomes are measured, including ROI of sales and marketing efforts, and inform future strategies and tactics.

  • Collaborate closely with Sales, Specialists, Practice Management, Marketing, Digital and MarTech teams to align tools with strategic objectives.

  • Analyze tool performance and customer engagement, providing insights to improve advisor relationships.

  • Stay current with industry trends to continuously enhance our advisor engagement ecosystem.

Ideal Candidate:

  • Track record in managing and implementing advisor-focused digital technologies and tools.

  • Experience identifying, partnering and managing vendors to deliver quality solutions and drive value for money.

  • Experience managing teams and establishing streamlined work processes, to ensure high-quality solutions and products are provided to users.

  • Past sales experience, including success running a territory or sales team, is an asset.

  • Good handle on the industry sales processes and sales team’s ways of working, as well as how Financial Advisors work and engage with Asset Managers.

  • Empathetic and emotionally aware of challenges the sales and marketing teams can face; while being enthusiastic about innovation.

  • Ability to collaborate effectively across departments.

  • Experience in fintech, wealth management or related industries.

  • Technical proficiency to grasp MarTech technologies and how they work with sales tools and processes.

  • Strong data analysis and interpretation capabilities.

  • Ability to translate data insights into actionable strategies.

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 our story.

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 recruitment@manulife.com.

Primary Location: Toronto, Ontario

Working Arrangement: Hybrid

Salary range is expected to be between: $103,050.00 CAD - $185,490.00 CAD

If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual 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.

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 recruitment@manulife.com for more information about U.S.-specific paid time off provisions.

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