Wealth Middle Office Lead — Ops & Client Experience

Manulife Financial; Talima; Hybrid; PHP 900,000 - 1,700,000; Full time

Job summary

Manulife Financial is seeking a Wealth Middle Office Team Lead to guide a team of Wealth Operations Specialists, ensuring delivery of operational services for advisors, clients, and distribution partners. The role focuses on accountability, operational excellence, customer centricity, and compliance with regulatory standards.

The team lead will drive continuous improvement, coach staff, and partner with stakeholders to deliver seamless advisor experiences while maintaining enterprise risk

Qualifications

• Minimum 5 years of experience in Wealth Management, Investment Operations, Securities Operations, Financial Services, or a related environment.
• Previous leadership or supervisory experience preferred.
• Experience in mentoring, coaching for 1-2 years is required.
• Strong understanding of Canadian Wealth Operations, investment products, and advisor support processes.
• Experience working within shared services and global operating models is an asset.

Responsibilities

• Lead daily Wealth Middle Office operations to ensure service commitments, quality standards, and productivity goals are consistently achieved.
• Monitor workflow volumes, queue management, and turnaround times to ensure operational efficiency.
• Manage team performance against service level agreements (SLA), quality, productivity, and rework targets.
• Act as the primary operational escalation point for advisors and partners.
• Review operational trends and identify opportunities to improve customer experience and operational performance.
• Support capacity planning and workforce management initiatives to ensure business readiness.

Skills

Wealth Operations

Leadership

Mentoring

Data analysis

Risk management

Stakeholder management

Communication

Collaboration

Problem solving

Advisors support

Job description

Manulife Financial is seeking a Wealth Middle Office Team Lead to guide a team of Wealth Operations Specialists, ensuring delivery of operational services for advisors, clients, and distribution partners. The role focuses on accountability, operational excellence, customer centricity, and compliance with regulatory standards.

The team lead will drive continuous improvement, coach staff, and partner with stakeholders to deliver seamless advisor experiences while maintaining enterprise risk