Senior Manager at Walmart Data Ventures responsible for managing Scintilla Charter renewals. Leading contract negotiations and subscriber retention strategies to fuel business growth.
About the role
- Regional Associate supporting advisory teams at Manulife Wealth across Ontario. Responsible for communications, advisor support, strategic planning, and relationship management.
Responsibilities
- Serve as a liaison between advisors and the firm.
- Coordinate with internal support teams for advisor resource access.
- Maintain ongoing relationships with advisors to address needs.
- Assist in regional strategy development and execution.
- Collaborate with Regional Leads to identify growth opportunities.
- Foster relationships with branches, advisors, and teams.
- Lead and support recruiting efforts in the region.
- Support advisors in transition and succession planning.
- Identify opportunities for improving processes and advisor experience.
- Provide guidance and mentorship to advisory teams.
Requirements
- Proven experience working with and supporting independent advisors in Canada.
- Proven experience working with cross-functional agile teams and projects.
- 5+ years in wealth management and financial advisory space.
- Excellent critical thinking and problem-solving skills.
- Strong ability to present complex ideas clearly.
- Strong written and verbal communication skills.
- Self-motivated individual with a proven track record in building strong relationships.
- Strong interpersonal skills with the ability to inspire and engage participants across various learning platforms.
- Analytical mindset with the ability to translate data into actionable growth and development plans.
Benefits
- health insurance
- dental insurance
- mental health benefits
- vision insurance
- short- and long-term disability
- life insurance
- AD&D insurance coverage
- adoption/surrogacy benefits
- wellness benefits
- employee/family assistance plans
- retirement savings plans (including pension)
- global share ownership plan with employer matching contributions
- financial education and counseling resources
- paid time off (holidays, vacation, personal, sick days)
- statutory leaves of absence
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