Bilingual Implementation Lead - Retirement Services

Manulife group; Waterloo; Hybrid; CAD 59,000 - 99,000; Full time

Benefits offered by this job

Hybrid work arrangement

Inclusive environment

Job summary

Manulife Financial Corporation is seeking an Implementation Specialist to lead the setup and execution of new business for mid-case clients within Group Retirement Services. You will project manage complex amendments, plan changes, and ensure timely delivery with internal teams and the client.

In this hybrid role, you will coordinate implementation schedules, act as primary client contact, gather plan details, and drive on-time enrollment while escalating issues to senior management as needed.

Qualifications

• Knowledge of contract provisions and administrative practices of Group Retirement products and systems.
• Group Retirement experience.
• Good knowledge of Windows-based software (Word, Excel).
• Fully bilingual (French/English): communicate in English and French to support clients from various jurisdictions outside of Quebec.

Responsibilities

• Creation of implementation schedules
• Primary contact for the Client and/or Advisor during the implementation phase
• Works with the client and implementation team to obtain plan details, clarify requirements, and establish delivery dates for tasks in the project
• Coordinates and leads/facilitates the Client meeting
• Coordinates, delegates, negotiates, and follows up on all implementation tasks with each internal area involved throughout the process areas to ensure all areas have required information for plan set up and works as liaison with client to resolve issues
• Tracks and reports the status of each project and escalates barriers or issues to Sr. management as necessary
• Project manages the implementation schedule, provides status updates to Client/Plan Advisor/Account Executive/Client Relationship Manager
• Coordinates the initial enrolment period and contacts plan sponsor for missing employee information
• Communicates with internal teams to resolve exceptional situations during the process
• Handles 15 to 20 implementations at any one time depending on size and complexity

Skills

Group Retirement experience

Windows software

Bilingual English/French

Contract provisions knowledge

Job description

Manulife Financial Corporation is seeking an Implementation Specialist to lead the setup and execution of new business for mid-case clients within Group Retirement Services. You will project manage complex amendments, plan changes, and ensure timely delivery with internal teams and the client.

In this hybrid role, you will coordinate implementation schedules, act as primary client contact, gather plan details, and drive on-time enrollment while escalating issues to senior management as needed.