Manager, Advisor Practice Management

4 weeks ago


Toronto, Canada Manulife Financial Full time

In this role, you will oversee, and coordinate business process initiatives aimed at identifying, documenting, analyzing, and improving complex processes to enhance quality, service, and operational efficiency, delivering significant business and financial benefits. These initiatives may include implementing new technologies, programs, or processes. You may also lead or supervise a team of Business Process Improvement Specialists while managing multiple medium- to large-scale projects.

A key responsibility is ensuring a seamless advisor workflow across the enterprise (Bank, Insurance, Wealth)—practice-first and platform-agnostic—by setting component standards and priorities that enable growth strategies to run quickly, reliably, and measurably.

This position reports to the AVP, Growth & Business Enablement and partners closely with Delivery/Platform, Strategic Growth, Risk/Legal, Finance/Data, Brand/Field, and Wealth & Insurance technology/product teams.

Position Responsibilities:

- Own, build and maintain a backlog enabling priority growth plays; sequence work for a unified advisor journey.

- Build practice roadmap and requirements into in-flow UX patterns and event models; ensure routing/status/offer consistency with Bank & other BUs.

- Work with cross functional teams (delivery, tech, sales, product) to inform and influence releases.

- Prepare executive decision briefs to drive prioritization.

What you will own

- Enterprise practice map (external advisor workflow) and internal capability alignment (pricing, comp, eligibility, Advisor Portal/CRM).

- Component standards & acceptance criteria for Worklist, Task, Case, Offer, Docs, Notifications, incl. instrumentation and performance budgets.

- Intake & prioritization for platform requests.

Required Qualifications:

- 7+ years Advisor Practice Management

Preferred Qualifications:

- Platform/CRM product leadership

- Align Delivery, Risk/Legal, and Finance/Data around advisor practice-first outcomes

- Experience in Financial Industry, preferably with HNW segments (Wealth, Insurance, Private Banking)

When you join our team

- We’ll empower you to learn and grow the career you want.

- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

- As part of our global team, we’ll support you in shaping the future you want to see.

#LI-HYBRID

マニュライフとジョン・ハンコックについて

マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/をご覧ください。

マニュライフは機会均等を是とする雇用主です

マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別(妊娠および妊娠関連の状態を含む)、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。

雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、 recruitment@manulife.comまでご連絡をお願いします。

Referenced Salary Location

Toronto, Ontario

Working Arrangement

ハイブリッド勤務

Salary range is expected to be between

$86,250.00 CAD - $155,250.00 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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