Manager, Wealth Initiatives

5 months ago

Montréal, Canada Manulife 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 impact and drive real change with our Winning Team today.

**Working Arrangement**

Hybrid

**Responsibilities**:

- Coordinate and support the implementation of Canadian Operations projects and Initiatives up to and including post implementation support.
- Ensure operational improvement projects are thoroughly detailed and enforce to standard processes
- Identify operational or other business risks associated with initiative implementation and communicate them to leadership
- Maintain good relationships with both internal and external business partners and collaborators
- Bring forth knowledge and expertise and ensure to communicate risks and impacts to the company operations and downstream
- Ensure all fund system setups are aligned to the project requirements
- Analyze, research and troubleshoot issues ranging from reconciliation breaks to client requests and changes
- Coordinate project related tasks and activities with internal and external teams
- Interact with partners to understand scope, requirement, and impact of requests
- Liaise and communicate project requirements to custodian and valuation agent
- Create impact assessments, raise risks and suggest mitigations where applicable
- Review operating models and create appropriate workflows
- Evaluate and make recommendations on implementation
- Develop tools, practices and controls that increase operational efficiency and quality of information
- Monitor activities and ensure compliance with established policies, standards and procedures

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

**What we are looking for**
- Self-starter with excellent communication skills
- Excellent interpersonal skills
- Attention to detail
- 7+ years in the financial industry with proven experience
- University degree preferably in accounting or finance CPA or CFA an asset
- Experience and knowledge in fund accounting and back-office Operations
- Good understanding of the financial services industry, investment funds, insurance funds and investment securities products
- Ability to work on multiple projects in a fast-paced environment

Nice to have:
**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 dedication to you**
- Values-first culture
We lead with our Values every day and bring them to life together.
- Boundless opportunity
We create opportunities to learn and grow at every stage of your career.
- Continuous innovation
We invite you to help redefine the future of financial services.
- Delivering the promise of Diversity, Equity and Inclusion
We foster an inclusive workplace where everyone thrives.
- Championing Corporate Citizenship
We build a business that benefits all partners 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. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.

**Manulife is an Equal Opportunity Employer**

**Salary & Benefits**

The annual base salary for this

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