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Director, Advisor System of Work
Director, Advisor System of WorkManulife • Waterloo, Ontario
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Director, Advisor System of Work

Director, Advisor System of Work

Manulife • Waterloo, Ontario
30+ days ago
Job type
  • Full-time
Job description

Own the workflows and integration that let Bank growth plays run inside advisor practice - cleanly, credibly, and with measurable outcomes. You’ll design how Bank capabilities plug into advisor systems of work and distribution systems, so advisors get less friction and leaders get attribution they can trust.

Position Responsibilities:

  • Integration for each play: the Bank/Distribution handshake across workflow states, required fields, routing/ownership, SLAs, event definitions, and error handling.

  • A reusable Connector Catalogue with clear inputs/outputs, SLAs, and measurement points.

  • Play Integration Kits that Distribution, Delivery, Tech and Engineering can run with advisor-POV user story, swim lane, states & routing, event map, dashboards, runbook, and test scenarios.

  • Interlock governance: intake, dependency & change-window alignment with Distribution; decisions/waivers log; deprecation schedule for bespoke paths.

  • Map the advisor practice by segment/channel and locate minimal-change insertion points for Bank plays (practice-first, platform-agnostic).

  • Design the workflow: define states, entry/exit criteria, routing/ownership and timeouts; specify how Bank triggers, documents, decisions and funding show up in advisor workflows.

  • Make launches measurable: specify event vocabulary and dashboards; validate on-time/in-full delivery.

  • Run the interlock: alignment with Distribution & Delivery; surface collisions, decide waivers, and keep change windows realistic.

Outcomes you own

  • Speed to live: decisioned plays reach advisor-runnable workflows in weeks.

  • Attribution integrity: 100% of launches meet measurement spec at go-live.

  • Advisor friction down: fewer steps, faster time-to-first-touch, lower re-work/handbacks.

  • Reliability & recovery: event on-time/in-full rates, SLA adherence

How you lead

  • You simplify complexity, make good trade-offs visible, and keep decisions documented.

  • You lead through influence, aligning multiple roadmaps without owning them, and protect advisor time.

Required Qualifications:

  • 10+ years designing cross-org workflows or integrations in financial services (e.g., Banks, Brokerages, MGAs/Firms, Insurance)

Preferred Qualifications:

  • Proven delivery of SLAs that improved conversion or cycle time and stood up to audit.

  • Fluency with CRM/Advisor platforms (objects, queues, routing, instrumentation) and measurement (IDs, joints, dashboards).

  • Clear, plain-language spec writing; strong facilitation with Distribution, Engineering, Finance, and Risk/Privacy.

When you join our team:

  • We’ll empower you to learn and grow the career you want.

  • We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

  • As part of our global team, we’ll support you in shaping the future you want to see.

#LI-HYBRID

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit .

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 <.

Referenced Salary Location

Toronto, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$145,130.00 CAD - $195,130.00 CAD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact < for the salary range for your location.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact < for more information about U.S.-specific paid time off provisions.

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Director, Advisor System of Work • Waterloo, Ontario

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