Customer Success Specialist engaging with customers to help maximize their revenue and product adoption. Working with hotel clients on their business growth while providing superior customer care.
About the role
- Dynamic leader to oversee home-office-based financial advisors at Manulife/John Hancock. Enhance client relationships and drive measurable outcomes through strategic leadership and team development.
Responsibilities
- Define and implement the vision, strategy, and operating model for the home-office financial advisor team.
- Align engagement initiatives with broader organizational goals for client retention and growth.
- Recruit, develop, and lead a high-performing team of financial advisors.
- Foster a culture of accountability, collaboration, and continuous improvement.
- Design and oversee programs that create personalized, meaningful interactions with clients.
- Leverage data and insights to identify opportunities for relationship expansion and loyalty enhancement.
- Develop and maintain advisor coverage models that maximize value for clients and the firm.
- Establish KPIs and metrics to measure engagement effectiveness and business impact.
- Monitor and report on team performance, ensuring compliance with regulatory standards.
- Partner with marketing, product, and distribution teams to deliver integrated client experiences.
Requirements
- Bachelor’s degree or equivalent experience required
- CFP designation preferred
- 10+ years of experience in financial services
- at least 5 years in a leadership role
- Proven track record of driving client engagement strategies
- Strong understanding of wealth management products
- compliance requirements
- client relationship dynamics
- Exceptional communication skills
- analytical skills
- leadership skills
Benefits
- customizable benefits
- health insurance
- dental insurance
- mental health coverage
- vision insurance
- short- and long-term disability insurance
- life insurance
- AD&D insurance
- adoption/surrogacy benefits
- wellness benefits
- employee/family assistance plans
- various retirement savings plans
- pension/401(k) savings plans
- global share ownership plan with employer matching contributions
- financial education and counseling resources
- paid time off
- 11 paid holidays
- 3 personal days
- 150 hours of vacation
- 40 hours of sick time
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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