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Manulife Financial

Global financial services: insurance and investments

Senior Specialist - Partner Rewards and Strategic Initiatives

Business OperationsConfirmed live in the last 24 hours
Full-timeToronto, ON, Canada

About the Job

Requirements

  • Good understanding of Advisor and Broker distribution channels, sales practices, channel hierarchies, and relationship management within a banking environment.
  • Strong analytical and problem-solving skills, including investigating issues, identifying root causes, analyzing data, and supporting business recommendations.
  • Strong planning, organization, and execution skills, including managing multiple priorities, recurring processes, and cross-functional deliverables.
  • Strong communication and stakeholder management skills to build relationships and communicate effectively across all levels.
  • Advanced proficiency in Excel, including data analysis, reporting, and dashboard development, with attention to detail.
  • Strong PowerPoint skills to create clean, visually appealing, executive-ready presentations.
  • Comfort working in a fast-paced, cross-functional environment.

Responsibilities

  • Own the end-to-end administration and execution of the Partner Rewards Program for Brokers and Advisors, including enrollment, onboarding, membership management, eligibility tracking, reward fulfillment, and promotional initiatives.
  • Deliver accurate and timely sales tracking, production reporting, and program analytics, ensuring data integrity and supporting business decision-making.
  • Serve as the primary point of contact for Partner Rewards inquiries, resolving issues and responding to stakeholder requests professionally and promptly.
  • Coordinate program communications and engagement activities with Sales, Communications, Distribution, and other business partners to support recognition programs, conferences, and related initiatives.
  • Monitor program performance, maintain supporting systems, processes, and documentation, and identify opportunities to improve efficiency, controls, and the Broker and Advisor experience.
  • Collaborate with business partners to manage operational issues, implement enhancements, and support Partner Rewards and recognition-related initiatives.
  • Support the Head of Product in planning, coordinating, and executing key business priorities, strategic initiatives, and transformation activities.
  • Develop executive-ready reporting, presentations, and insights for Monthly and Quarterly Business Reviews, Board Reviews, leadership updates, and governance forums.
  • Support identification and tracking of Customer Experience opportunities and irritants through stakeholder engagement and progress monitoring.
  • Prepare business cases, briefing materials, strategic communications, and decision-support content for planning and leadership decision-making.
  • Support planning and delivery of product offsites, strategy sessions, and workshops, including agenda development, pre-read preparation, facilitation materials, outcome documentation, and follow-up actions.
  • Support User Acceptance Testing for product launches, pricing changes, campaigns, and enhancements.
  • Develop User Acceptance Testing plans, test cases, and scenarios with Product Managers, Technology, Operations, and business stakeholders.
  • Coordinate test execution, defect tracking, triage, and resolution to ensure solutions meet business requirements.
  • Support launch readiness by validating business rules, operational processes, advisor impacts, and downstream dependencies.

Desired Qualifications

  • Working knowledge of Salesforce, Repsource, and FLOW, including support for web content updates, linguistic service requests, stakeholder communications, and program administration activities.
  • Three to five years of experience supporting partner rewards, recognition, incentive, or loyalty programs.
  • Three to five years of experience supporting executive reporting, business reviews, Customer Experience initiatives, strategic projects, business events, or leadership offsites.
  • Bilingualism in English and French.
  • A university degree in Business, Marketing, or a related field; an MBA is preferred or equivalent experience is considered.

About the Company

Manulife Financial

Global financial services: insurance and investments

Manulife Financial is a global financial services provider offering a wide range of insurance and investment solutions. It serves individuals, businesses, and institutions with products such as life and health insurance, wealth management, and retirement plans. Customers fund these products through premiums, fees for asset management, and investment income earned on invested assets. Manulife uses analytics and technology to tailor services and improve efficiency, aiming to help clients protect their finances, grow their wealth, and plan for retirement. The company differentiates itself through its large international presence in North America, Asia, and Europe, its breadth of products, and its emphasis on data-driven insights to personalize offerings. Its goal is to help customers achieve their financial goals and aspirations by providing comprehensive, paid-for financial solutions and ongoing support across multiple regions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1887

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