Practice Management Specialist

The Practice Management Specialist will be responsible for supporting the various elements of our practice management program (Practice Management Network) from a client facing perspective and project management and development perspective including strategy, stakeholder input, content creation, design, compliance, CE (if applicable), firm approvals, digital strategy, analytics, and rollout. Our Practice Management Network supports relationship development and client engagement with the organizations’ broker dealer and financial advisor clients and prospects. The position will support the retail sales teams in both the US and Canada.

The position will report to The Head of Retail Practice Management, North America and requires the individual to have a desire to continue to learn and understand the educational needs of financial advisors, intermediaries, and their clients including subjects such as business development, wealth planning expertise, and portfolio construction.

Position Responsibilities:

- Act as a keynote speaker for the sales team delivering Practice Management Network presentations (primarily virtually but occasionally in-person).
- Work closely with the sales team to understand their needs and provide support to help them work with financial advisors to implement our practice management resources in their advisory practices.
- Project management of specified programs and projects involving internal and external partners and production resources including negotiating timelines and deliverables.
- Improve on current metrics reporting and analyze sales data to identify trends and opportunities for improvement, using this information to drive continuous improvement in our programs.
- Participate in and contribute to strategic initiatives, encouraging engagement with Global Retail Distribution Enablement, Sales and Marketing (and other departments and divisions of the organization as well as external clients).
- Participate in and contribute to the development of content including power point presentations, supporting collateral, and video.
- Participate in and contribute to the development of brand and digital strategy as well as promotional strategies for Practice Management Network.

Required Qualifications:

- Bachelors degree or equivalent experience.
- Forward looking mentality and student of the business - Your finger is on the pulse of trend craftingng our industry and ability to align with the sales team to understand the issues facing advisors.
- CFP preferred (or current enrolment and significant proven progress in CFP program) or willingness to pursue designation preferred.
- CEPA or willingness to acquire designation within the first 3 months.
- 5+ years of financial services experience, preferably working with Financial Advisors.
- Strong presentation skills.
- Up to 25% travel.
- Strong organizational skills and verbal and written communication skills.
- Self-motivated – ability to work independently.
- Solid understanding of Office 365, Seismic, Salesforce, and AdMaster preferred.
- Ability to prioritize and re-prioritize work results and projects for internal clients based on shifting business needs.
- Ability to handle internal and external resources to bring projects to fruition.

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.

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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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