Executive, Recruitment (FA Division) Onboarding
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About the role
This role offers an exciting opportunity to be part of Manulife's Agency Distribution team, supporting the onboarding of Financial Advisors through a seamless, compliant, and digitally enabled experience. You will play a key role in ensuring high-quality onboarding governance while also contributing to process optimisation, automation, and system enhancements. Beyond day-to-day operations, this position provides strong exposure to cross-functional stakeholders and the opportunity to drive improvements in workflows, reporting, and digital adoption (including AI-assisted tools). It is ideal for individuals who enjoy combining operational excellence with continuous improvement and innovation. Position Responsibilities Onboarding & Compliance Manage end-to-end onboarding processes for Financial Advisors, ensuring adherence to Fit & Proper requirements and regulatory standards Perform due diligence checks with clear, structured documentation and audit-ready case notes Support audit and compliance reviews by maintaining accurate and complete records Process Optimisation & Digital Enablement Identify opportunities to streamline workflows, reduce manual effort, and improve turnaround time Develop templates, SOPs, and structured documentation to enhance consistency and efficiency Leverage AI tools and automation approaches to improve productivity and process quality Data & Reporting Prepare and analyse manpower and recruitment campaign data to support business insights and decision-making Ensure high standards of data accuracy across multiple systems Generate regular reports using Excel (e.g. PivotTables, lookup functions, data cleaning techniques) Stakeholder & Project Collaboration Partner with internal stakeholders (e.g. agency teams, compliance, HR) to ensure smooth onboarding experience Contribute to system enhancement initiatives by gathering requirements, drafting user stories, and participating in UAT Support ongoing process improvement and transformation initiatives within the team Required Qualifications Good understanding of onboarding processes and regulatory/compliance requirements Familiarity with AI tools (e.g. for summarisation, documentation, or workflow support Strong Excel skills (e.g. PivotTables, VLOOKUP/XLOOKUP, data handling) Ability to produce clear, structured, and compliant documentation Strong attention to detail with a high standard of data accuracy Good communication and stakeholder management skills Ability to work independently in a fast-paced environment 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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