• Job Description

  Req#: JR23120492

  We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

  Working Arrangement

  Hybrid

  Job Description

  The opportunity

  Lead the investment product offering at Manulife Wealth ’s dealer platform for independent and employee advisors . A key member of the advisor-facing team for investment product and fee-based programs and will contribute to strategic initiatives to further the growth of the Manulife Wealth business . The candidate will assist with construct ion , monitor ing and maintain ing model portfolios , perform portfolio manager due diligence, asset class research and competitive analysis.

  Key Accountabilities :

  Individual Accountabilities:
  
  Conduct q uantitative and qualitative research on investment strategies and asset classes to determine conviction levels and suitability for the product shelf

  • Lead manager due diligence process, including qualitative and quantitative analysis of investment teams /products by conducting research projects and portfolio manager meetings

  • Continuous monitoring of investment products/teams/companies for: changes in key investment perso nnel, performance attribution , strategy adherence

  • Lead ownership (c reation and on-going maint enance) of the Investment Recommended List.
    
    Lead construction and oversight of m odel p ortfolios , and investment offerings with the Unified Managed Account program

  • Lead the development and deployment of model portfolios, drawn from a range of investment vehicles including, managed products, alternatives and SMA mandates , including engagement with manager research and investment teams within the organization to develop

  • Manage the on-going monitoring of model portfolios including the analysis of underlying strategies and performance attribution
    
    C ontribute to Investment and Product Committees and uphold strong governance practices

  • Lead working groups for new product approvals and launches and working closely with functional partners, such as legal, compliance, risk, sales and marketing

  • Present to the investment product committee on new product offerings and any other changes related to the investment product offerings

  • Regularly assess the oversight process and committee structure to ensure robust oversight of product offerings

  Key Shared Accountabilities:

  • Work with Compliance and Legal to ensure programs and products are in good standing with regulators

  • Work with Operations and Trading to ensure the smooth delivery of products/platform result ing in a positive advisor experience

  • Work with Senior Management and Sales on insightful and value-adding information on investment strategies , products and portfolios with the goal of increasing AUA
    

  Job Requirements:

  • Minimum 1 5 years experience in financial services industry

  • CFA/CAIA/CIMA or MBA required

  • Dealer Head Office and investment product research experience required

  • Ability to set goals, work independently and drive results

  • Experience managing a team of individual contributors

  • Strong knowledge of asset management business

  • Strong knowledge of institutional, adviser-assisted, retail and insurance distribution channels

  • Experience with presentation development and delivery

  • Ability to drive ideas from concept to completion through efficient project management and execution skills

  
  
  What motivates you?

  • You obsess about customers, listen, engage and act for their benefit.
  • You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
  • You thrive in teams and enjoy getting things done together.
  • You take ownership and build solutions, focusing on what matters.
  • You do what is right, work with integrity and speak up.
  • You share your humanity, helping us build a diverse and inclusive work environment for everyone.

  
  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.
  • Championing Corporate Citizenship
    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 group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.

  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 recruitment@manulife.com .

  Salary & Benefits

  The annual base salary for this role is listed below.

  Primary Location

  Toronto, Ontario

  Salary range is expected to be between

  $123,400.00 CAD - $229,300.00 CAD

  If you are applying for this role outside of the primary location, please contact recruitment@manulife.com 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 recruitment@manulife.com for more information about U.S.-specific paid time off provisions.

• About the company

  Manulife Financial Corporation is a Canadian multinational insurance company and financial services provider headquartered in Toronto, Ontario, Canada.

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