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Manulife Financial

Global financial services: insurance and investments

Director – Mass Markets

Business OperationsPosted on Nov 12
Full-time

About the Job

Requirements

  • 10 years of relevant, progressively senior experience in financial services, insurance, wealth, operations, distribution support, relationship management or a related field.
  • Proven experience leading complex, cross-functional service model design, operating model development or transformation initiatives in a customer-centric environment.
  • Strong knowledge of Insurance and Guaranteed Wealth products, distribution models, advisor servicing ecosystems and operational processes.
  • Demonstrated ability to use data and operational insights, influence without authority, build stakeholder alignment and translate strategy into actionable roadmaps, recommendations and measurable outcomes.

Responsibilities

  • Lead the design of the national Mass Markets advisor support strategy and future-state service model across Insurance and Guaranteed Wealth.
  • Create an integrated target operating model across the advisor journey, with clear service standards, channel strategies, ownership, hand-offs, escalation paths and success measures.
  • Use advisor feedback, demand patterns, service data and operational insights to identify gaps, simplify processes, improve first-contact resolution and develop decision-ready recommendations and business cases.
  • Advance digital-first support through self-service, automation, proactive communications and intelligent routing, while preserving human support when value, complexity or risk warrants intervention.
  • Influence cross-functional partners and senior leaders to align priorities, establish governance, manage risk and transition approved model components to the functions best positioned to own and sustain them.
  • Establish governance, performance measures and escalation frameworks that support operational readiness, manage risk and ensure the future-state model delivers measurable business and advisor outcomes.

Desired Qualifications

  • Experience developing future-state strategies and transitioning approved designs to accountable business owners.
  • Strong understanding of independent advisors, national accounts and distribution back-office partners.
  • Experience leading digital adoption, continuous improvement, automation or organizational change.
  • Bilingualism in English and French is an asset; if the successful candidate is in Québec, proficiency in both languages is required to support clients from various provinces outside Québec.
  • An advanced degree is an asset.
  • Excellent executive communication, negotiation and relationship-building skills, with sound judgment in managing ambiguity, competing priorities and high-impact issues.

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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