Senior Manager, Advisor Onboarding & Transitions

About the role

Manulife Wealth is a leading provider of insurance and wealth solutions to meet the diverse needs of Canadian families. Within GWAM Canada, Manulife Wealth is comprised of three distribution firms (Advisory Services), an ID (Investment Dealer) securities dealer, an MFD (Mutual Fund Dealer) securities dealer and an insurance MGA (MWISI). Through these three firms we work with over 2000 of Manulife's most closely aligned independent advisors from across Canada. You will play a crucial role in enhancing the experience of new advisors joining Manulife Wealth. This role is responsible for overseeing the entire onboarding and transition process, ensuring a seamless and positive experience for advisors, and driving continuous improvement in our processes and support systems. You will work collaboratively within a supportive environment that values innovation, continuous learning, and proactive improvement. This position is tailor-made for those passionate about professional development, organizational success, and the cultivation of talent within a leading-edge industry setting.

Responsibilities

• Lead and coach a team to support the Director in executing strategic initiatives that elevate the advisors' experience across onboarding and transition programs
• Develop and implement strategic plans for the advisor onboarding and transition process
• Collaborate with senior leadership to align onboarding strategies with the company's overall objectives
• Collaborate with key partners to ensure that all new advisors receive comprehensive training and support during their transition period.
• Develop and continuously refine transition and onboarding materials to ensure a seamless experience, including both internal tools and advisor-facing resources that support smooth integration into Manulife Wealth
• Provide personalized support to advisors during their transition, addressing any challenges and ensuring a smooth integration.
• Regularly assess and refine onboarding and transition processes by leveraging feedback and industry best practices, while introducing innovative solutions to improve efficiency and elevate advisor satisfaction
• Monitor KPIs and define performance metrics to produce data-driven reports that assess the effectiveness and overall impact of onboarding and transition initiatives
• Foster strong relationships with internal stakeholders, including but not limited to Advisor Support team, Training, Compliance, and Field Technology teams
• Act as the primary point of contact for new advisors during their onboarding and transition period.
• Required Qualifications:
• Bachelor's degree in Business Administration, Finance, or a related field.
• Proven leadership experience with the ability to manage and develop a high-performing team.
• Minimum of 5 years of experience in financial services, with a focus on advisor onboarding, transitions, or related areas.
• Exceptional interpersonal and communication skills, with the ability to build strong relationships with advisors and internal stakeholders.
• Excellent project management skills with the ability to handle multiple priorities and deadlines.
• Demonstrated success in delivering impactful solutions within complex, resource-constrained environments, while driving process enhancements and implementing innovative improvements
• Proven ability to thrive in fast-paced, ambiguous environments undergoing frequent change. Demonstrated resilience and adaptability in navigating shifting priorities, evolving processes, and complex challenges with a proactive and solution-oriented mindset
• Strong understanding of wealth management products, services, and industry regulations.
• Proficiency in CRM software and other relevant technology platforms.

Requirements

• Ability to quickly build rapport with advisors
• Strong knowledge of technology used by advisors including back-office systems, portfolio management tools, financial planning software, etc. and how they fit into an advisor practice
• Experience in managing vendor relationships.
• Ability to effectively partner with internal stakeholders to drive results
• Thrives in a dynamic and fast paced, deadline driven environment
• Team player with solid interpersonal and leadership skills
• Strong written and verbal communication and presentation skills
• Strong listening, consultative, and relationship management skills
• Detail oriented, analytical and problem-solving capabilities
• Ability to resolve diverse complex situations creatively
• Experience in the financial services industry preferably with an IIROC or MFDA firm is an asset
• Ability to travel across Canada around 40% of the time
• 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

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