National Accounts & Platforms Associate, Manulife Investments

The Opportunity:

The National Accounts & Platforms Associate is a critical member of the National Accounts and Platform Distribution team responsible for supporting strategic distribution relationships through business management reporting operational execution client support and data-driven insights.

The role combines operational excellence with analytical and business support responsibilities serving as a central connector across Sales Marketing Product Compliance Operations and Client Reporting teams.

The Associate owns key reporting and due diligence processes supports business planning and client initiatives manages conferences and events and ensures the accuracy and effectiveness of core systems data and communications that support the teams growth objectives.

This individual is a trusted partner to Senior Business Development leaders and plays a key role in delivering a best-in-class experience for internal stakeholders and external distribution partners.

Position Responsibilities:

Client Reporting Due Diligence & Business Insights

• Coordinate and deliver RFIs RFPs DDQs client reporting requests and ongoing due diligence initiatives.
• Analyze business data and reporting to identify trends opportunities and insights supporting strategic decision-making.
• Maintain and enhance National Accounts strategy documents partner profiles and business intelligence resources.
• Support the preparation of client presentations reviews and business development materials.
  

Conference Event & Meeting Management

• Lead end-to-end planning and execution of conferences due diligence meetings advisor events and National Accounts programs.
• Coordinate logistics budgets speaker engagement compliance approvals CE accreditation requirements and post-event reporting.
• Manage portfolio manager due diligence meetings and support stakeholder alignment and execution.
  

Operational & Business Management

• Support development and tracking of business plans budgets objectives and strategic initiatives.
• Maintain project timelines and coordinate execution of team priorities.
• Assist with onboarding initiatives partner projects and operational improvements.
  

Data Systems & Reporting Management

• Maintain data integrity across Salesforce Power BI SharePoint Seismic reporting databases and internal tracking tools.
• Produce recurring sales platform SMA recommended list and strategic partner reporting.
• Ensure client and business information is accurate accessible and current.
• Manage travel arrangements expense reporting calendars meetings and team coordination activities.
• Prepare agendas presentation materials meeting packages and follow-up communications.
• Support execution of team initiatives weekly meetings and organizational priorities.
  

Communications & Content Management

• Produce and distribute the National Accounts and PD weekly update and other internal communications.
• Maintain content libraries marketing materials due diligence resources speaker content and sales enablement tools.
• Coordinate updates and ensure consistency and accuracy across team communications.
  

Contract & Documentation Management

• Maintain client agreements onboarding documentation compliance and governance records and team reference materials.
• Ensure information is organized compliant and readily accessible.
  

Shared Accountabilities

• Partner closely with Senior Business Development leaders to support strategic distribution relationships.
• Collaborate with Sales Product Marketing Compliance Operations Legal and Client Reporting teams.
• Contribute to continuous improvement of reporting operational processes communications and client experience initiatives.
• Support business development campaigns product launches and growth initiatives.

Required Qualifications:

• Undergraduate degree in Business Finance Marketing or related field.
• 25 years of experience in financial services asset management business operations client service or sales support.
• Strong proficiency in Microsoft Office particularly Excel PowerPoint Outlook and Word.

Preferred Qualifications:

• Experience with Salesforce Power BI Seismic or similar business systems preferred.
• Familiarity with RFI RFP DDQ client reporting or due diligence processes is an asset.
• Strong organizational analytical and problem-solving skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple priorities and deadlines in a fast-paced environment

When you join our team:

• Well empower you to learn and grow the career you want.

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

• As part of our global team well support you in shaping the future you want to see.

The role being advertised is an existing vacancy.

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 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

$55125.00 CAD - $91875.00 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.

We use data and analytics technologies such as artificial intelligence (AI) and automated processing tools to analyze and process the information you provide to us or third parties in the application process. For more information please refer to our personal information collection statement.

Required Experience:

IC

Employment Type : Full-Time
Experience: years
Vacancy: 1