Manager, Contracting Solutions

iA Financial Group; Toronto; Hybrid; CAD 68,000 - 83,000; Full time

Job summary

PPI, an independent subsidiary of iA Financial, seeks a Manager, Contracting Solutions to lead complex contracting activities and strategic initiatives. The role covers advisor transitions, MGA acquisitions, and process optimization to support growth and scalability.

The incumbent will drive automation opportunities, improve efficiency, and serve as a trusted advisor on contracting strategy and risk. Some travel may be required.

Qualifications

• Creative problem solver with strong critical thinking skills.
• Experience with life policy administration systems and data.
• 10+ years’ relevant experience in the life insurance industry.

Responsibilities

• Lead a specialized team handling complex contracting cases and advisor transitions.
• Oversee integration of acquired advisor practices and MGAs with risk mitigation.
• Drive automation, process simplification and operational efficiency.

Skills

Problem solving

Interpersonal skills

English/French

Tech-savvy

Tools

Apexa

Wealthserv

Microsoft Office

Job description

PPI company overview:

PPI (an independent subsidiary of iA Financial)is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help advisors elevate and grow their business with a socially responsible mindset.

At PPI, each day you have the opportunity to make a meaningful difference when you support our independent insurance advisors in providing financial security and peace of mind to their clients: Canadian families and businesses.

When you join PPI you will be part of a diverse, inclusive and equitable place to work that values different perspectives. You will benefit from a culture that is people-focused, inclusive and collaborative with opportunities to learn and develop your skills, develop your career and make a meaningful impact.

Our people drive our progress through innovative ideas and a commitment to excellence. We work hard and always ensure we have fun along the way.

PPI is pleased to provide employees with the flexibility of a hybrid work environment. This role is eligible for working from home up to 3 days per week.

For more information about PPI visit: www.ppi.ca.

Manager, Contracting Solutions

The Manager, Contracting Solutions provides leadership and expertise for PPI's most complex contracting activities and strategic initiatives. Responsible for overseeing specialized contracting, advisor and MGA transitions, process optimization, and technology-enabled transformation, the role ensures contracting services remain efficient, scalable, and aligned with business growth objectives. Through deep industry knowledge, operational leadership, and a focus on innovation, the incumbent drives continuous improvement, advances automation opportunities, and helps position the contracting function as a strategic enabler of advisor success and organizational growth.

Key Responsibilities:

• Lead a specialized team responsible for complex contracting cases, including multi-advisor arrangements, advisor transitions, MGA acquisitions, and onboarding activities.
• Coach, mentor, and develop Contracting staff through ongoing feedback, training, and development planning.
• Act as the subject matter expert for complex contracting and transfer scenarios, providing guidance and solutions to internal teams, advisors, carriers, and partners.
• Oversee the successful integration of acquired advisor practices and MGAs, ensuring timely execution, risk mitigation, compliance, and a seamless advisor experience.
• Drive continuous improvement by identifying opportunities to streamline processes, enhance service delivery, reduce manual effort, and improve operational efficiency.
• Establish and maintain best practices for contracting, licensing, and advisor transfers, ensuring consistency, scalability, and regulatory compliance.
• Champion automation and innovation initiatives within Contracting, by identifying opportunities, building business cases, and leading implementation and adoption efforts.
• Lead or contribute to strategic initiatives, acquisitions, system implementations, and operational transformation projects impacting contracting operations and advisor onboarding.
• Serve as a trusted advisor to leadership by providing insights and recommendations on contracting strategy, operational risk, industry developments, and emerging trends.
• Perform additional responsibilities and special projects as assigned.
• Some travel may be required.

Education, Experience and Skills:

• Creative problem solver with highly developed critical thinking skills
• Passion for leveraging technology to improve processes
• Experience and knowledge of life policy administration systems and data
• Self-motivated with effective problem-solving capabilities and the initiative to be innovative and creative with developing new ideas and concepts
• Resultsdriven with demonstrated ability to flourish in environments of significant change
• Superior organizational and time management skills with proven ability to organize self and others while handling high volumes of work and tight deadlines
• Strong interpersonal skills with a demonstrated ability to develop and maintain relationships and work within a team environment
• Ability to handle sensitive and confidential information in a professional manner
• Excellent written and verbal communication skills
• Advanced knowledge of Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular
• 10+ years’ relevant experience in the life insurance industry
• In-depth knowledge of Apexa and Wealthserv
• Advanced proficiency in English and French is considered a definite asset

This role is for a new position. The expected salary range for this position starts at $75,000 and will be commensurate with the candidate’s experience and skill set.

We thank all applicants for applying, however, only those selected for an interview will be contacted. Your resume may be used for other vacancies.