The Manager, Client Relations and Support is responsible for leading a national team of Client Relationship Specialists, Small Business Relationship Managers, Pension Service Coordinators, and Sales Support Analysts within the Canada Retirement business. This role oversees client relationship management, small business activities, client and market source support and service delivery. The successful candidate will build and develop a high-performing team focused on delivering exceptional client and advisor experiences, supporting retention and growth objectives, and ensuring service excellence across all areas of responsibility. Position

Responsibilities:
Client Relationship Management & Market Source Support
- Lead and coach a national team supporting retirement clients, advisors, and market sources across Canada.
- Support team members in fostering solid relationships with clients, advisors, internal partners, and key stakeholders to support retention, growth, and satisfaction objectives.
- Participate in client and advisor meetings and act as an escalation point for complex relationship, service, and operational issues.
- Partner with Distribution, Operations, and Product teams to support business development, client retention, and market source engagement initiatives. Small Business Support
- Lead a team of Small Business Relationship Managers focused on advisor engagement, onboarding support, and adoption of retirement solutions for small businesses.
- Monitor sales activity, pipeline management, and growth initiatives to support business objectives.
- Provide coaching and guidance on consultative relationship management and onboarding practices. Service & Support Management
- Lead Pension Service Coordinator and Sales Support Analyst teams to achieve service, quality, productivity, and turnaround objectives.




- Monitor service standards and operational performance while identifying opportunities to improve efficiency, client outcomes, and workflow effectiveness.
- Oversee shared mailbox management, workflow distribution, and the timely delivery of service support requests, reporting, and client deliverables. Leadership & Team Development
- Recruit, onboard, coach, and develop team members while establishing transparent performance expectations and supporting career growth.
- Foster a collaborative, inclusive, and accountable culture that promotes employee engagement, knowledge sharing, and continuous learning.
- Support succession planning and help team members navigate evolving business priorities and organizational change. Continuous Improvement & Operational Excellence
- Drive continuous improvement initiatives that enhance service quality, operational efficiency, and client outcomes.
- Champion the effective use of AI, automation, and digital tools to streamline work, reduce manual activities, and enable the team to focus on higher-value activities.
- Leverage performance metrics, service trends, and client feedback to identify opportunities for process improvement and resource optimization.
- Support change management initiatives and maintain quality standards, procedures, and training resources. Risk Management & Compliance
- Ensure adherence to company policies, service standards, and regulatory requirements.
- Support audit, compliance, governance, and risk mitigation activities, escalating issues as appropriate.




- Promote a culture of accountability, accuracy, and risk awareness across the team. Required

Qualifications:
- 5-7 years of experience in retirement, financial services, client service, relationship management, or a related field.
- Experience in leading or coaching client-facing and operational support teams.
- Demonstrated ability to manage multiple priorities in a fast-paced setting.
- Strong communication, coaching, problem-solving, and relationship-building skills.
- Experience identifying and implementing process improvements.
- Strong analytical and organizational skills.
- Advanced proficiency with Microsoft Office applications, including Copilot Premium. Preferred

Qualifications:
- Bachelor's degree in Business, Finance, Commerce, or a related field.
- Industry designations such as CEBS, RPA, CSC or equivalent. Completing the RPA designation within 3 years will be a requirement for the selected candidate. When you join our team:
- We’ll empower you to learn and grow the career you want.
- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we’ll support you in shaping the future you want to see. The role being advertised is an existing vacancy. Referenced Salary Location Waterloo, Ontario Working Arrangement ハイブリッド勤務 Salary range is expected to be between $85,300.00 CAD
- $135,300.00 CAD マニュライフとジョン・ハンコックについて マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/をご覧ください。 マニュライフは機

📌 Manager, Client Relations and Support (Ottawa)
🏢 Manulife
📍 Ottawa