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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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

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

Referenced Salary Location

Working Arrangement

Salary range is expected to be between

If you are applying for this role outside of the primary location, please contact 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 for more information about U.S.-specific paid time off provisions.