Lead Succession Planning At Manulife (Burlington)

Lead Succession Planning At Manulife (Burlington)

07 Aug
|
Manulife Financial
|
Burlington

07 Aug

Manulife Financial

Burlington

Elevate your career with Manulife as the Head of Succession Planning. Drive advisor transitions and lead the Summit practice acquisition program across Canada with a hybrid work model.This pivotal leadership role involves designing and executing Manulife Wealth's national advisor succession strategy. You will own the Summit Program from lead generation to deal closing and post-acquisition integration. Collaborating with cross-functional teams,



you will facilitate smooth transitions for advisors and branch owners while ensuring minimal client disruption.Key Responsibilities:Develop national strategies for advisor and branch owner transitionsSpearhead the Summit practice acquisition programCollaborate with recruiting teams to highlight exit optionsOperationalize succession and Summit deals efficientlyMaintain partnerships across Manulife for strategic alignmentRequirements:10-15 years in financial services, focusing on succession planningKnowledge of Canadian regulations and their applicationExperience in structuring complex financial transactionsStrong leadership and people management skillsExcellent communication and negotiation abilitiesBecome a strategic leader at Manulife, enhancing client experience through effective succession planning.#J-18808-Ljbffr

📌 Lead Succession Planning At Manulife (Burlington)
🏢 Manulife Financial
📍 Burlington

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