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About the Role

This Director and Head, Advisor Training and Practice Management will serve as the enterprise owner for advisor capability-building, practice management standards, and field enablement programs. The role will define priorities, establish governance, manage execution through cross-functional partners, and influence sales leadership, product, compliance, marketing, operations, technology, and learning teams to ensure advisors have the knowledge, tools, routines, and coaching needed to serve clients effectively and grow their practices.

Responsibilities

Own and execute a multi-year advisor training roadmap for new and experienced advisors, aligned to business priorities, client needs, regulatory expectations, and advisor productivity goals.
Design a structured onboarding curriculum that accelerates advisor readiness, reinforces advice standards, and builds proficiency in planning, investment solutions, client conversations, systems, compliance requirements, and practice routines.
Establish consistent practice management standards, tools, playbooks, and coaching models that help advisors improve segmentation, pipeline management, client engagement, referral development, retention, and growth.
Build scalable coaching programs for advisors and field leaders, including meeting preparation, observation, feedback loops, performance diagnostics, and targeted development plans.
Partner with compliance, supervision, product, and client experience teams to ensure training programs reinforce fiduciary-minded advice, appropriate recommendations, documentation quality, and consistent client outcomes.
Drive advisor adoption of CRM, planning tools, digital workflows, AI-enabled capabilities, and reporting platforms to improve efficiency, consistency, and client engagement.
Define and monitor KPIs to measure training effectiveness, advisor productivity, client outcomes, adoption rates, business growth, and return on enablement investments.
Lead alignment with stakeholders across wealth, retirement, operations, marketing, technology, risk, legal, compliance, and HR to set priorities, manage dependencies, resolve barriers, and drive adoption of advisor development initiatives.
Use advisor feedback, performance data, client insights, and industry best practices to continually refine training content, delivery methods, and practice management support.

Requirements

10+ years of experience in wealth management, financial advice, advisor development, sales enablement, practice management, learning and development, or related financial services leadership roles, including experience leading enterprise or channel-level programs with broad business impact.
Demonstrated experience leading advisor training, coaching, practice management, or field enablement functions in a regulated financial services environment.
Strong understanding of financial planning, investment solutions, retirement income, client segmentation, relationship management, and advisor practice operations.
Proven ability to build scalable programs, translate strategy into execution, manage governance, and influence senior cross-functional partners without relying solely on direct authority.
Proven ability to lead teams, manage complex stakeholder relationships, and drive adoption of new programs, tools, and operating routines across geographically distributed advisor populations.
Experience using data, KPIs, and performance insights to diagnose capability gaps and measure program effectiveness.
Excellent written, verbal, facilitation, and executive communication skills.
Bachelor’s degree required.
Relevant securities, insurance, or advisory licenses/designations preferred, depending on jurisdiction and business requirements.
Bilingualism (English and French) is a strong asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.

Skills

People leadership
Senior stakeholder management
Program governance
Execution discipline
Wealth management
Financial advice delivery
Advisor practice operations
Adult learning
Change management
Performance coaching
Financial planning
Investment solutions
Retirement income
Client segmentation
Relationship management
CRM platforms
Financial planning software
Portfolio tools
Workflow automation
AI-enabled advisor productivity solutions
Advisor compensation
Productivity metrics
Sales funnels
Client retention drivers
Practice profitability levers

Location

Boston, Massachusetts

Work Type

Hybrid

Experience Level

Director
Head

Education Level

Bachelor’s degree required
Advanced degree or relevant professional designation preferred
Relevant securities, insurance, or advisory licenses/designations preferred

Salary/Compensations

$128,550.00 USD - $222,820.00 USD

Benefits

Opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
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/401(k) savings plans and a global share ownership plan with employer matching contributions).
Financial education and counseling resources.
Up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year.
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.
Company: John Hancock Life Insurance Company (U.S.A.)

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.