21 Aug
|
Manulife
|
Montreal
Manulife Wealth seeks a senior skilled to drive adoption of Unified Managed Accounts (UMA) and the Apex UMA program. You will work with Investment Advisors and their teams to promote UMA and provide platform training on Envestnet to ensure end users understand its purpose for UMA.The role emphasizes strategic planning, opportunity prioritization, and collaboration with cross-functional teams to enhance advisor offerings and reporting capabilities. #J-18808-Ljbffr
📌 Uma Adoption Lead For Managed Portfolios (Montreal)
🏢 Manulife
📍 Montreal