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Manulife · 6 days ago

Head of Client Success and Advisory

Boston, MA

Full-time

Hybrid

Director/Executive

$130K/yr - $225K/yr

10+ years exp

Manulife is a leading international financial services provider dedicated to helping clients make informed decisions. They are seeking a Head of Client Success and Advisory to lead a team of financial advisors, focusing on enhancing client relationships and driving business growth through strategic leadership and personalized engagement initiatives.

FinanceFinancial ExchangesFinancial Services

Responsibilities

Strategic Leadership: 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

Team Development & Oversight: Recruit, develop, and lead a high-performing team of financial advisors. Foster a culture of accountability, collaboration, and continuous improvement

Client Engagement Excellence: Design and oversee programs that create personalized, meaningful interactions with clients. Leverage data and insights to identify opportunities for relationship expansion and loyalty enhancement

Coverage Planning: Develop and maintain advisor coverage models that maximize value for clients and the firm. Ensure segmentation strategies align with client needs, advisor capacity, and business priorities to optimize engagement and profitability

Performance Management: Establish KPIs and metrics to measure engagement effectiveness and business impact. Monitor and report on team performance, ensuring compliance with regulatory standards

Cross-Functional Collaboration: Partner with marketing, product, and distribution teams to deliver integrated client experiences. Serve as a key liaison between home office and field leadership to ensure alignment

Qualification

CFP designationFinancial services experienceClient engagement strategiesWealth management productsAnalytical skillsLeadership skillsCommunication skills