Director, Managed Portfolios Enablement

A key member of the Wealth Investment Office team at Manulife Wealth, the individual will be responsible for working directly with Investment Advisors and their team members to drive adoption of our managed account programs, specifically the Apex Unified Managed Account program.

Key tenets for this position will include strategic planning, development and prioritization of opportunities through a consultative approach on the use of managed programs and Unified Managed accounts (UMA).    The role requires an understanding of the fee-based advisory business and factors that drive adoption of managed programs such as UMA.  This role will be based our of our Downtown Montreal office location.

 Responsibilities:

• Drive promotion and expansion of Unified Managed Accounts across Manulife Wealth Advisor base

•  Meet with Advisors and team members (virtually or in person) to educate  Deliver platform training of the Envestnet Wealth Management platform to ensure end users are knowledgeable and fluent in its use and purpose for UMA

•  Support Advisors in the portfolio construction/model building for UMA opportunities

• Support Advisors in the creation and adoption of UMA client reporting via Envestnet

•  Suggest any necessary UMA program enhancements because of engagement with advisors in the Advisor Managed Program

• Contribute to strategic projects to help enhance our product shelf and program offerings.

• Drive the creation of Advisor supporting material for the UMA program including PDF Job aids, video training aids, and other informational related material.   

•  Help maintain and update internal UMA website

Qualifications:

•  Bilingual

• 10+ years of financial services experience, preferably in advisory platform/asset management sales

• BA or related area of study, or equivalent combination of education and experience

•  Solid understanding of the investment advisory business model 

• Experience with Separately Managed Accounts and/or managed accounts as a service offering for Advisors

•  Solid business acumen and exceptional organizational, communication and presentation skills

• Excellent people and management skills to interact with clients, colleagues, cross-functional teams as well as third parties

Preferred Qualifications:

•    CFA/CIM designation
 

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.

The role being advertised is an existing vacancy.

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 https://www.manulife.com/en/about/our-story.html.

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 [email protected].

Referenced Salary Location

Salary range is expected to be between

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. 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. If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location.

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 [email protected] for more information about U.S.-specific paid time off provisions.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.