AVP Retirement & Wealth Strategy

Job Summary:

Global Wealth & Asset Management (GWAM) is a key growth segment for Manulife. We operate three different channels (Retail, Retirement and Institutional) and are a major player in North America, Asia and Europe.

Our Retirement & Wealth business serves over 6M customers worldwide, is a key contributor to GWAM earnings and is well positioned in all of our key markets.

Reporting to the Head of GWAM Strategy & Transformation, the AVP, Retirement & Wealth Strategy is a key member of the finance & strategy team and an important catalyst and contributor to the overall strategy, growth, and transformation of our global franchise. The role is trusted advisor to the entire Retirement & Wealth Leadership Team, providing key insights and information to drive the development and execution of our strategy.

Responsibilities:

- Analyze key business priorities and bring insights to generate executive action that creates value for Retirement & Wealth

- Build & maintain the strategy for these channels and engage the global and regional Leadership Teams in strategy development discussions

- Translate strategy into actionable priorities, working with regional Leadership Teams to drive execution and accountability.

- Establish and drive cross-functional collaboration and engagement across these teams, focusing on execution and business readiness in support of the global Retirement & Wealth strategy

- Partner with the Portfolio Governance & Oversight team to ensure the project book aligns with the agreed upon strategic roadmap

- Work closely with Finance partners to monitor progress on strategy execution and delivery,



identifying areas of intervention and required pivots where needed

- Manage strategy professionals to drive the Retirement & Wealth strategy & transformation

- Align with competitive and market intel to ensure the strategic goals are both aspirational and achievable

- Lead the development of communications to the Board of Directors, Executive Leadership Team, Transformation Delivery Team and other senior audiences

- Generate appropriate communications material for various external audiences like analyst meetings/calls, rating agency presentations, and external conferences

- Assist in the development of internal Retirement & Wealth communications plan to effectively communicate progress against strategic priorities

Key attributes and behaviors:

- Minimum of 12 years of relevant, progressively senior experience, in Strategy, Transformation, or Consulting – with strong experience in the wealth and asset management industry

- Ability to work independently, get to the relevant information and pierce through siloes

- Ability to handle difficult situations, deal efficiently with escalation

- Strong business acumen and comprehensive knowledge of the Retirement & Wealth operating model in North America

- Ability to connect the dots and rapidly identify and surface the relevant patterns and issues





- Politically astute, with solid situational sensitivity and ability to influence

- Exceptional organization and project management skills

- Emotional intelligence, with ability to demonstrate judgment, discretion and diplomacy

- Ability to see pressures the leadership team faces in pushing the organization to change and find ways to lessen them

- Result-oriented with an ability to multi-task, prioritize across multiple initiatives, drive accountability, and develop creative solutions where blueprints may not exist

- Outstanding communication skills with proven ability to articulate complex business problems in simple and impactful words

- Ability to develop a clear position / point of view on key questions and issues impacting the business

- Experience managing teams, both directly, and indirectly through influence

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.

#LI-Hybrid

If you are applying to this role in Massachusetts, please note the salary range is $156,700- $290,900 USD. Additionally, employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance .

The role being advertised is an existing vacancy.

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