Director – Wealth Strategy
| Company | Manulife Financial |
|---|---|
| Location | Montreal, QC, Canada, Boston, MA, USA, Toronto, ON, Canada |
| Salary | $105750 – $190350 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Expert or higher |
Requirements
- Minimum of 10 years of relevant, progressively senior experience
- Experience in wealth and asset management is preferred
- Result-oriented with an ability to multi-task, prioritize multiple initiatives and develop solutions
- Proven ability drive results while implementing innovative solutions that challenge the status quo
- Strong business, strategic, critical and analytical thinking
- Ability to lead, influence and drive collaboration, accountability and innovation across GWAM
- Ability to set, manage and work to the expectations of stakeholders and to work independently as well collaboratively in a dynamic group
- Superior communication skills, both verbal and written, with varying audiences in a matrixed, geographically dispersed environment
- Using appropriate judgment in dealing with unexpected issues and requests, demonstrating an ability to prioritize work
Responsibilities
- Analyze key strategic priorities and bring insights to generate executive action that creates value for the organization
- Advance strategy for our Wealth business in Canada and Personal Investing business in the US
- Ensure discretionary spending aligns with strategic priorities
- Establish and drive cross-functional collaboration and engagement across the GWAM, focusing on execution and business readiness in support of the broader enterprise strategy
- Work closely with Finance, Transformation and Business Operations partners to monitor progress on strategy execution and delivery, identifying areas of intervention and required pivots where needed
- Align with competitive and market intel to ensure the strategic goals are both aspirational and achievable
- Contribute to the development of presentations to the Board of Directors, Executive Leadership Team, Transformation Delivery Team and other senior audiences
- Manage strategic projects, as needed
- In this high-profile and fluid role, the candidate may also be asked to support other parts of the GWAM business on an as-needed basis.
Preferred Qualifications
- Experience in wealth and asset management is preferred