16 Oct
|
Manulife
|
Winnipeg
Position ResponsibilitiesClient Relationship Management & Business PartnershipLead and support the CRM team to drive client satisfaction, retention, and growth opportunities. Identify and pursue opportunities for cross‑selling and upselling products and services within the retirement solutions portfolio. Partner with Distribution and Product teams to support recent business initiatives, respond to RFPs, and participate in finalist presentations as needed.Strategic Growth & RetentionEnsure service standards and contractual obligations are met for all assigned accounts. Monitor KPIs and OKRs as well as client satisfaction metrics; proactively address service gaps and expand issues as needed. Collaborate with Operations leadership to influence process improvements and enhance client experience.Risk Management & GovernanceMaintain strong awareness of operational and regulatory risks impacting client accounts. Ensure compliance with internal policies and external regulations; participate in audits and governance reviews as required. Support business continuity planning and risk mitigation strategies for critical accounts.Leadership & CollaborationMentor and develop Client Relationship Managers, providing leadership and support across the Client Relations team and the broader Canada Retirement business. Foster a culture of collaboration, innovation, and accountability across teams. Champion diversity and inclusion in all aspects of client engagement and team development.Required Qualifications10+ years of experience in client relationship management within retirement, wealth management, or financial services. Proven track record of managing client relationships and delivering exceptional service. Strong understanding of Canada Retirement products, plan design, and industry trends. Excellent interpersonal,
negotiation, and influencing skills with the ability to engage senior stakeholders. Demonstrated ability to manage multiple priorities in a fast‑paced, matrixed setting. Strong analytical and problem‑solving skills; ability to anticipate issues and develop proactive solutions. Proficiency in Microsoft Office Suite (Teams, Outlook, Excel, PowerPoint) and familiarity with CRM tools. Preferred QualificationsBachelor’s degree in Business, Finance, or related field; advanced designation (e.G., CFA, CEBS) considered an asset. BenefitsLocation: Toronto, Ontario Working Arrangement: Hybrid Salary Range: $145,130.00 – $195,130.00 CAD (expected) Incentive programs and employee performance‑based compensation are available. Health, dental, mental health, vision, short‑term disability, long‑term disability, life and AD&D; insurance coverage; adoption/surrogacy and wellness benefits; employee/family assistance plans. Retirement savings plans, including pension and a global share ownership plan with employer matching contributions, as well as financial education and counseling resources. Paid time off program includes holidays, vacation, personal, and sick days; statutory leaves of absence are offered. Equal Opportunity EmployerManulife is an Equal Opportunity Employer. We embrace diversity and foster an inclusive work environment. All practices are administered without discrimination on the basis of race, ancestry, place of origin, color, 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.#J-18808-Ljbffr
📌 Regional Director, Client Relations (Winnipeg) - C$145,130 - C$195,130 A Year
🏢 Manulife
📍 Winnipeg