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About the Role

The VP, Bank Platforms and Family Office is responsible for driving Manulife Investment's distribution strategy across Canadian bank-owned wealth platforms and multi-family offices. The role is accountable for deepening executive-level relationships, expanding product placement opportunities, and delivering business growth across the firm's investment solutions. As a senior member of the National Accounts team, the VP develops and executes strategic account plans, influences key platform and family office decision-makers, and positions Manulife as a preferred investment partner.

Responsibilities

Lead executive relationships across assigned bank-owned wealth platforms and multi-family offices.
Build deep partnerships with senior executives, investment committees, research teams, platform leaders, and key decision-makers to advance Manulife's strategic objectives and strengthen its position as a preferred asset management partner.
Develop and execute comprehensive account strategies that align client priorities with Manulife's growth objectives.
Identify opportunities, manage risks, and drive execution plans that deliver measurable business outcomes across platforms and family office channels.
Drive asset and revenue growth by identifying and executing opportunities across Manulife's investment capabilities, including mutual funds, ETFs, SMAs, alternatives, private markets, and customized family office solutions.
Develop strategic growth plans that expand Manulife's market share and deepen client engagement.
Lead Manulife's engagement strategy across dealer platforms, recommended lists, model portfolios, managed account programs, alternative investment platforms, and multi-family offices.
Develop and execute positioning strategies to secure new placements, expand shelf space, and increase adoption of Manulife solutions.
Deliver strategic value through market insights, practice management programs, investment thought leadership, and business-building initiatives that support client growth.
Represent Manulife at industry conferences, due diligence meetings, client events, and strategic forums.
Lead collaboration across Sales, Product, Marketing, Investments, Operations, and Compliance to deliver a consistent client experience and execute strategic initiatives.
Act as a key internal advocate for client needs, market opportunities, and platform priorities.

Requirements

Undergraduate degree in Business, Finance, Economics, or a related discipline.
10+ years of experience in asset management distribution, National Accounts, wealth management, institutional sales, or strategic relationship management.
Demonstrated success managing complex client relationships and delivering commercial results.
Deep understanding of Canadian bank-owned wealth platforms and dealer distribution channels.
Deep understanding of multi-family office business models and investment decision-making processes.
Deep understanding of investment solutions including mutual funds, ETFs, SMAs, alternatives, private markets, and managed account programs.
Strong understanding of securities regulations, product approval frameworks, and industry compliance standards, including NI 81-105.
Experience managing due diligence processes, RFPs, RFIs, and product reviews.
Strong analytical and business planning capabilities.
Advanced proficiency with CRM platforms and business intelligence tools.
Exceptional presentation, communication, negotiation, and executive engagement skills.

Skills

CFA
CIM
CPA
MBA
Sales
Product
Marketing
Investments
Operations
Compliance
CRM platforms
Business intelligence tools
Presentation
Communication
Negotiation
Executive engagement

Location

Toronto, Ontario

Work Type

Hybrid

Experience Level

10+ years of experience

Education Level

Undergraduate degree in Business, Finance, Economics, or a related discipline.
CFA, CIM, CPA, MBA and related designations are considered an asset.

Salary/Compensations

$136,500.00 CAD - $176,500.00 CAD

Benefits

Health, dental, mental health, vision, short- and 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).
Financial education and counseling resources.
Holidays, vacation, personal, and sick days.
Full range of statutory leaves of absence.

About the Company

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better.

Equal Opportunity

Manulife is an Equal Opportunity Employer.
At Manulife/John Hancock, we embrace our diversity.
We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals.
We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, 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.
It is our priority to remove barriers to provide equal access to employment.
A Human Resources representative will work with applicants who request a reasonable accommodation during the application process.
All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies.
To request a reasonable accommodation in the application process, contact hr@manulife.com.