Director, Sales and Business Planning

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.

Job Description

The opportunity:

Manulife Investment Management (MIM) Advisor Group, a division of Global Wealth and Asset Management, delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum.

We are seeking a highly skilled and strategic individual to join our dynamic team as the Director of Sales and Business Planning. The successful candidate will be responsible for driving initiatives that contribute to the overall business strategy and growth objectives. The Director will play a key role in leveraging data to inform decision-making, optimize business processes, lead initiatives and enhance the overall performance of MIM Advisor Group.

Responsibilities

The Director will report directly to the Managing Director, Strategic Partnerships and Business Management, and work with leaders across our Canadian segment and Wealth businesses to drive results:

Sales and Business Planning:

• Develop and implement a comprehensive sales and business planning strategy together with the Managing Director and Business Line Head aligned with the overall goals and objectives of the business that are focused on driving revenue, appropriate expense management and earnings drivers
• Collaborate with executive leadership to define and refine business strategies, ensuring they are consistent with market trends, client needs, and regulatory requirements
• Work closely with sales leaders to ensure development and enablement of sales plans and strategies that are aligned with business objectives and initiatives

Project Leadership:

• Lead and/or enable cross-functional initiatives, providing clear direction, guidance, and support to ensure successful project delivery including but not limited to initiatives supporting internal and external partnerships, lead generation and triage, client loading for advisors, product, pricing, development of CRM and analytics tools
• Oversee the entire project life cycle from initiation to closure, ensuring adherence to timelines, budget, and quality standards

Sales and Business Performance Analysis, Optimization and Growth:

• Assist in P&L planning and management in partnership with finance by supporting the monitoring and forecasting of sales and P&L performance as well as helping to identify key areas of opportunity
• Develop business line level KPIs and scorecards flowing from core strategic priorities to drive growth
• Develop performance Scorecard KPIs to ensure the sales teams are aligned with business line and organizational objectives
• Oversee the development of management reports and business analysis, including sales performance and management
• Enable development of reports and analytical tools in partnership with finance, analytics and technology teams, that enable advisors and sales leaders to manage, retain and grow client relationships
• Partner with sales and business leaders as well as partners to drive alignment and enablement of goals
• Lead the analysis of financial, client and operational data to identify key business trends, risks, and opportunities including but not limited to overall business performance, internal and external partnerships, lead triage and management, client loading for advisors, product and pricing
• Provide regular reports and presentations to senior management on business performance and recommendations for improvement
• Utilize data-driven approaches to identify growth opportunities, mitigate risks, and enhance decision-making processes

Collaboration to Drive Business Outcomes:

• Drive the successful prioritization and completion of the business’ priorities with key partners and stakeholders to drive overall results for the business and organization.
• Collaborate with cross-functional teams, including partners in other segments, finance, analytics, marketing, operations, product and technology, to ensure alignment and coordination of efforts to drive outcomes
  

What are we looking for?

• Bachelor's degree in Finance, Business, or a related field; MBA or CFA preferred
• Proven experience in sales and business planning and analysis, preferably within the wealth management sector
• Proven experience in strategic project management within the wealth management or financial services industry
• Proven experience in CRM development for Sales organizations, playing with large volumes of data, analytical tools such as Power BI
• Strong understanding of investment products, financial markets, and regulatory requirements
• Excellent analytical and problem-solving skills with the ability to think strategically
• Effective communication and presentation skills
• Demonstrated leadership experience with the ability to lead cross-functional teams
• Proficiency in financial modeling and data analysis tools
• Knowledge of regulatory and compliance requirements related to wealth management partnerships
  

What motivates you?

• Obsessing about customers, listening, engaging and act for their benefit.
• Thinking 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.
  

• 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.

The annual base salary for this role is listed below.

Salary range is expected to be between

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.