Director of National Accounts - Broker Channel

Manulife; United States; Remote; USD 80,000 - 120,000; Full time

Job summary

A leading financial services provider is seeking a National Accounts Manager to cultivate partnerships within the mortgage broker industry. This role focuses on driving profitable growth and expanding market presence through strategic account management and relationship building. Ideal candidates will have significant experience in financial services and demonstrate exceptional communication skills.

Benefits

Health and dental insurance

Mental health support

Retirement savings plans

Paid time off and sick days

Qualifications

• 10+ years experience in the financial services industry and mortgage broker channel.
• Track record in a sales role with proven success.
• In-depth knowledge of banking regulations and financial services.

Responsibilities

• Develop relationships with mortgage broker firms to maximize business opportunities.
• Evaluate participation in industry events and negotiate with partners.
• Prepare and deliver educational presentations to brokers and advisors.

Skills

Relationship management

Communication

Negotiation

Education

Undergraduate degree

Tools

Microsoft Windows/Office

Job description

Reporting to the Head of National Accounts, this role will be responsible for developing and maintaining relationships with mid to senior level executives and broker sales support roles of an assigned group of distributor firms (national accounts) in order to maximize profitable mortgage volume growth and ensure optimal representation of the Manulife Bank brand at firm-level and industry-level events. The primary customer in this role will be high-producing mortgage broker firms as well as key mortgage broker franchise within those key networks. Successful management of these relationships will create business opportunities for Manulife Bank; critical to that success is the ongoing communication with key Manulife stakeholders as well as a collaborative and strategic approach to distributor firm coverage.

Position Responsibilities:

• Evaluate opportunities for Manulife Bank to participate in distributor firm events and conferences and negotiate level of participation, ensuring strategic alignment for Manulife Bank and the client firm (25%)

• Acts as primary contact and support for national sales relationships, associated senior level executives and national and regional broker support roles for strategic national account firms to maximize desired growth and retention. (25%)

• Collaborates with the Manulife Bank broker sales team on our market presence and sales performance with identified key broker franchises within their portfolio of assigned key firms (10%)

• Prepares and delivers educational presentations, on occasion in collaboration with subject matter experts, to advanced market specialists, broker support roles and advisors at national or regional firm events. (10%)

• Represents Manulife Bank at industry and firm events to further position Manulife Bank as a premier provider of banking solutions. (10%)

• Works closely with the bank’s outside and inside sales teams to ensure ongoing sharing and management of distributor firm corporate intelligence with key stakeholders. (10%)

• Identifies additional lines of business and opportunities for relationship expansion for the Bank. (5%)

• Works closely with Manulife's Key Account partners (Life, Wealth, Affinity) to work as one to our distributors to better serve and grow sales. (5%)

Required Qualifications:

• 10 plus years’ experience in the financial services industry and mortgage broker channel.

• Proficiency with Microsoft Windows/Office is required

• Extensive and thorough knowledge of financial services in the referral channel

• Solid understanding of financial services industry

• Has a proven track record in a sales role

• Undergraduate degree preferred

Preferred Qualifications:

• Excellent relationship management skills

• Solid understanding of the financial services industry in the mortgage broker channel

• In depth knowledge of Banking regulations as asset

• Industry designations an asset (CFA, CFP, PFP, AMP, CIM)

• Strong ability to originate, communicate and execute ideas

• Solid, persuasive and genuine communication and presentation skills

• Proactive and committed team player

• Ability to build effective partnerships

• Bilingualism (English and French) is an asset.

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.

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 [e-mail] .

Working Arrangement

Remote

Salary & Benefits

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. Please contact [e-mail] for additional information.

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 [e-mail] for more information about U.S.-specific paid time off provisions.