Director, National Accounts and Platforms at Manulife | Toronto | Rezi

Director, National Accounts and Platforms at Manulife

Director, National Accounts and Platforms

Manulife · Toronto

1 weeks ago

Director, National Accounts and Platforms

Manulife · Toronto

7 days ago
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About the Role

The Director, National Accounts and Platform Distribution is responsible for developing and executing strategic initiatives to drive asset growth, deepen client partnerships, and strengthen Manulife Investment Management's competitive position across various distribution channels. This role acts as a relationship manager and strategic consultant to key distribution partners, leading platform growth, recommended list strategies, business development, practice management programs, and product placement opportunities.

Responsibilities

  • Develop and lead platform growth strategies across designated dealer firms and strategic intermediaries.
  • Identify opportunities for product placement, platform expansion, and competitive differentiation across mutual funds, ETFs, SMAs, alternatives, separately managed accounts, and family office solutions.
  • Translate platform intelligence into actionable growth initiatives and influence partner adoption decisions.
  • Lead strategic recommended list and product shelf initiatives by developing value propositions, coordinating research engagements, and managing key stakeholder interactions.
  • Drive successful product placement outcomes and enhance Manulife's visibility and positioning across strategic distribution partners.
  • Lead the development and delivery of practice management, advisor growth, and thought leadership initiatives that strengthen client relationships, differentiate Manulife Investment Management, and support advisor and platform business objectives.
  • Drive business development opportunities that support asset growth across National Accounts and Platform Distribution channels.
  • Partner with sales leadership, wholesalers, product specialists, and investment teams to identify, prioritize, and execute strategic opportunities across Manulife's full product suite.
  • Manage and deepen strategic client relationships, acting as a trusted partner to senior distribution executives, research teams, platform decision-makers, and family office stakeholders.
  • Lead business planning discussions, identify growth opportunities, and ensure delivery of a differentiated client experience.
  • Represent Manulife Investment Management at industry conferences, research meetings, due diligence sessions, client events, and executive forums.
  • Promote the firm's capabilities, strengthen client relationships, and identify strategic business opportunities.
  • Lead complex due diligence initiatives, strategic client projects, and cross-functional efforts supporting platform growth, product launches, and distribution priorities.
  • Lead RFI, RFP, DDQ, and research processes where required.
  • Lead new account onboarding and contracting process.
  • Provide strategic market intelligence and competitive insights to senior leadership, identifying emerging trends, platform opportunities, and business risks that influence distribution strategy and commercial execution.

Requirements

  • 10+ years of progressively senior experience within investment management, wealth management, distribution, national accounts, platform management, or institutional sales.
  • Demonstrated success managing senior executive relationships within dealer, bank, platform, and family office channels.
  • Proven ability to influence product placement, recommended list decisions, and distribution outcomes.
  • Strong understanding of Canadian wealth management distribution and intermediary platforms.
  • Experience supporting and leading RFI, RFP, DDQ, and due diligence initiatives.

Skills

  • Strategic planning
  • Client relationship management
  • Business development
  • Product placement
  • Practice management
  • Thought leadership
  • Market intelligence
  • Competitive analysis
  • Due diligence
  • RFI/RFP/DDQ processes

Location

  • Toronto, Ontario

Work Type

  • Hybrid

Experience Level

  • Senior

Education Level

  • Undergraduate degree in Business, Finance, Economics, or related discipline.
  • CFA, CIM, CFP, MBA, or other relevant industry designation considered an asset.

Salary/Compensations

  • $85,000.00 CAD - $125,000.00 CAD

Benefits

  • Health coverage
  • Dental coverage
  • Mental health coverage
  • Vision coverage
  • Short-term disability
  • Long-term disability
  • Life insurance
  • AD&D insurance
  • Adoption/surrogacy benefits
  • Wellness benefits
  • Employee/family assistance plans
  • Retirement savings plans
  • Pension plan
  • Global share ownership plan with employer matching contributions
  • Financial education resources
  • Financial counseling resources
  • Holidays
  • Vacation days
  • Personal days
  • Sick days
  • 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.