Director, Wealth Strategy

Manulife Financial Corporation; Montreal; Hybrid; CAD 105,000 - 191,000; Full time

Job summary

A leading financial services provider is seeking a Director of Wealth Strategy in Montreal. This key role focuses on advancing the wealth business strategy and driving collaboration across teams. The ideal candidate will have extensive experience in wealth management and strong strategic and analytical skills.

Benefits

Competitive salary and benefits packages

Flexible work policies

Professional development opportunities

Strong work-life balance

Qualifications

• Minimum of 10 years of relevant, progressively senior experience.
• Experience in wealth and asset management is preferred.

Responsibilities

• Analyze key strategic priorities and bring insights for executive action.
• Advance strategy for Wealth business in Canada and Personal Investing in the US.
• Manage strategic projects and drive collaboration across teams.

Skills

Strategic Thinking

Communication

Collaboration

Analytical Thinking

Leadership

Job description

Global Wealth & Asset Management (GWAM) is a key growth segment for Manulife. We operate different channels (Retail, Wealth, Retirement and Institutional) and are a major player in North America, Asia and Europe.

The Director, Wealth Strategy is a key contributor to the overall strategy, growth, and transformation of the MIM franchises. Reporting to Head, Wealth and Retirement Strategy, the Director will have a specific focus on our NA Wealth business and will partner with multiple stakeholders to identify / refine strategic objectives, translate strategies into discrete priorities and drive quality execution of initiatives.

More specifically, the Director will be responsible for the following :

• Analyze key strategic priorities and bring insights to generate executive action that creates value for the organization
• Advance strategy for our Wealth business in Canada and Personal Investing business in the US
• Ensure discretionary spending aligns with strategic priorities
• Establish and drive cross-functional collaboration and engagement across the GWAM, focusing on execution and business readiness in support of the broader enterprise strategy.
• Work closely with Finance, Transformation and Business Operations partners to monitor progress on strategy execution and delivery, identifying areas of intervention and required pivots where needed
• Align with competitive and market intel to ensure the strategic goals are both aspirational and achievable
• Contribute to the development of presentations to the Board of Directors, Executive Leadership Team, Transformation Delivery Team and other senior audiences
• Manage strategic projects, as needed
• In this high-profile and fluid role, the candidate may also be asked to support other parts of the GWAM business on an as-needed basis.
• Minimum of 10 years of relevant, progressively senior experience
• Experience in wealth and asset management is preferred
• Result-oriented with an ability to multi-task, prioritize multiple initiatives and develop solutions
• Proven ability drive results while implementing innovative solutions that challenge the status quo
• Strong business, strategic, critical and analytical thinking
• Ability to lead, influence and drive collaboration, accountability and innovation across GWAM
• Ability to set, manage and work to the expectations of stakeholders and to work independently as well collaboratively in a dynamic group
• Superior communication skills, both verbal and written, with varying audiences in a matrixed, geographically dispersed environmentUsing appropriate judgment in dealing with unexpected issues and requests, demonstrating an ability to prioritize work
• What can we offer you?
• A competitive salary and benefits packages.
• A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
• A focus on growing your career path with us.
• Flexible work policies and strong work-life balance.
• Professional development and leadership opportunities.

Our commitment to you

• Values-first culture

We lead with our Values every day and bring them to life together.

• Boundless opportunity

We create opportunities to learn and grow at every stage of your career.

• Continuous innovation

We invite you to help redefine the future of financial services.

• Delivering the promise of Diversity, Equity and Inclusion

We foster an inclusive workplace where everyone thrives.

We build a business that benefits all stakeholders and has a positive social and environmental impact.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https : / / www.manulife.com / en / about / our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife / John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife / John Hancock policies. To request a reasonable accommodation in the application process, contact [emailprotected] .

Primary Location

Working Arrangement

Hybrid

Salary range is expected to be between

105,750.00 CAD - $190,350.00 CAD

If you are applying for this role outside of the primary location, please contact [emailprotected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education / training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption / surrogacy and wellness benefits, and employee / family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [emailprotected] for more information about U.S.-specific paid time off provisions.

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