Elevate new advisor experiences as the Advisor Onboarding Manager at Manulife Wealth. Oversee onboarding and transitions while leading a team dedicated to continuous improvement.
In this senior management role, you will guide a dynamic team focused on enhancing the advisor onboarding experience. With a minimum of 5 years in financial services, you will develop strategic plans that align with corporate objectives. Your leadership will foster collaboration with over 2,000 independent advisors, ensuring comprehensive training and seamless transitions into Manulife Wealth.
Key Responsibilities:
• Lead and coach the onboarding support team
• Develop strategic plans for advisor transitions
• Collaborate with leadership to align onboarding strategies
• Ensure advisors receive comprehensive training and support
• Monitor KPIs to assess onboarding effectiveness
Requirements:
• Bachelor’s degree in Business Administration or related field
• Minimum 5 years in financ...