Director, Engagement Tools

1 week ago

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

s

ales 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

I

mplement, 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 effectivel

y 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

À propos de Manuvie et de John Hancock La Société Financière Manuvie est un chef de file mondial des services financiers qui aide les gens à prendre leurs décisions plus facilement et à vivre mieux. Pour en apprendre plus à notre sujet, rendez vous à l’adresse www.manuvie.com.

Manuvie est un employeur qui souscrit au principe de l’égalité d’accès à l’emploi

À Manuvie/John Hancock, nous embrassons notre diversité. Nous nous efforçons d’attirer, de perfectionner et de maintenir un effectif qui est aussi varié que nos clients, et de favoriser la création d’un milieu de travail inclusif qui met à profit la diversité de nos employés et les compétences de chacun. Nous nous engageons à assurer un recrutement, une fidélisation, une promotion et une rémunération équitables, et nous administrons toutes nos pratiques et tous nos programmes sans discrimination en raison de la race, de l’ascendance, du lieu d’origine, de la couleur, de l’origine ethnique, de la citoyenneté, de la religion ou des croyances ou des convictions religieuses, du genre (y compris grossesse et affection liée à une grossesse), de l’orientation sexuelle, des caractéristiques génétiques, du statut d’ancien combattant, de l’identité de genre, de l’expression de genre, de l’âge, de l’état matrimonial, de la situation de famille, d’une invalidité ou de tout autre motif protégé par la loi applicable.

Nous nous sommes donné comme priorité d’éliminer les obstacles à l’accès égalitaire à l’emploi. C’est pourquoi un représentant des Ressources humaines collaborera avec les candidats qui demandent une mesure d’adaptation raisonnable pendant le recrutement. Tous les renseignements communiqués pendant le processus de demande de mesures d’aménagement seront stockés et utilisés conformément aux lois et aux politiques applicables de Manuvie/John Hancock. Pour demander une mesure d’aménagement raisonnable dans le cadre du recrutement, écrivez à recruitment@manulife.com.

Région principale Toronto, Ontario

Semaine de travail comprimée

Hybride L’échelle salariale devrait se situer entre $103,050.00 CAD - $185,490.00 CAD

Si vous posez votre candidature à ce poste en dehors de la région principale, veuillez écrire à recruitment@manulife.com pour obtenir l’échelle salariale correspondant à votre région. Le salaire varie en fonction des conditions du marché local, de la géographie et de facteurs pertinents liés au poste telles les connaissances, les compétences, les qualifications, l’expérience et l’éducation ou la formation. Les employés ont également la possibilité de participer à des programmes de motivation et de toucher une rémunération incitative liée au rendement de l’entreprise et au rendement individuel.

Manuvie offre aux employés admissibles une vaste gamme d’avantages sociaux personnalisables, notamment une assurance soins médicaux, soins dentaires, santé mentale, soins de la vue, invalidité de courte et de longue durée, assurance vie et assurance DMA, assurance adoption, de maternité de substitution et de soins médicaux non urgents ainsi que des programmes d’aide aux employés et leur famille. Nous proposons également aux employés admissibles différents régimes d’épargne-retraite (y compris des régimes de rente et un programme international d’actionnariat assortie de cotisations patronales de contrepartie) ainsi que des ressources en matière d’éducation et de conseils financiers. Notre généreux programme de congés rémunérés au Canada comprend les jours fériés, les congés annuels, les congés personnels et les congés de maladie, et nous offrons toute la gamme des congés autorisés prévus par la loi. Si vous posez votre candidature à ce poste aux États-Unis, veuillez écrire à recruitment@manulife.com pour obtenir de plus amples renseignements sur les dispositions relatives aux congés rémunérés spécifiques aux États-Unis.

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