Elevate Manulife Investment's growth as the VP for Bank Platforms & Family Office. Build robust relationships across wealth platforms and family offices in Canada.
You will spearhead distribution strategies that focus on enhancing executive relationships and expanding product opportunities. Your leadership in the National Accounts team will involve crafting targeted account plans to enhance Manulife’s market presence. By collaborating with diverse teams, you’ll aim for measurable business growth through comprehensive strategies that resonate well within the investment landscape.
Key Responsibilities:
• Strengthen executive partnerships across wealth platforms
• Execute strategic account plans for client alignment
• Identify growth opportunities and drive execution
• Position investment solutions effectively among family offices
• Advocate for client needs across internal teams
Requirements:
• Undergraduate degree in Finance or related field
• 10+ years of experience in wealth management
• Proven success in managing complex client relationships
• In-depth knowledge of investment solutions offerings
• Excellent communication and negotiation skills
Utilize your expertise to position Manulife as a premier choice in the investment sector.
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