Manulife · 19 hours ago
Director, Longer.Healthier.Better Advisor Network
Boston, MA
Full-time
Hybrid
Senior Level, Lead/Staff
$70K/yr - $121K/yrManulife is a leading international financial services provider, helping people make decisions easier and lives better. The Director will lead a strategic initiative to design, build, and scale a platform of affiliated advisors, focusing on recruitment, relationship management, and operational oversight to enhance advisor performance and network effectiveness.
FinanceFinancial ExchangesFinancial Services
Responsibilities
Develop and execute strategies for building and scaling the affiliated advisor platform
Translate business objectives into actionable plans with clear milestones and measurable outcomes
Influence priorities and resource allocation across Distribution, Product, Operations, Technology, and Marketing
Driving awareness of the platform; telling the story and recruiting agents
Execute phased recruitment plans for MVP and scale-up, ensuring diversity and quality of the agent cohort
Define admission standards based on production quality, persistency, and mission alignment
Operationalize lead framework across multiple channels (site, partner leads, events, paid media)
Establish routing rules and quality metrics; maintain dashboards for lead throughput and conversion
Implement tiered compensation structure aligned with performance standards
Integrate recognition programs and differentiate benefits for top performers; monitor ROI and retention
Stand up sales desk operations, including staffing, scripts, and knowledge base
Complete end-to-end service blueprint from certification through in-force; integrate digital tools for streamlined agent interactions
Drive onboarding and conversion of BGAs/IMOs/LOAs; set explicit conversion goals and track progress
Conduct quarterly business reviews and publish outcomes to the shared scoreboard
Design and manage certification programs, including curriculum development and LMS operations
Monitor completion rates, post-training conversion, and persistency metrics; publish results to dashboards
Maintain public scoreboards for certification, lead performance, and partner outcomes
Lead variance analysis and corrective actions; provide insights to senior leadership for decision-making
Manage budget for running the network, including events, meetings, and related operational expenses
Qualification
Required
Strategic leadership experience in program design and execution
Ability to translate business objectives into actionable plans with clear milestones and measurable outcomes
Experience influencing priorities and resource allocation across Distribution, Product, Operations, Technology, and Marketing
Proven track record in driving awareness and recruiting agents
Experience executing phased recruitment plans ensuring diversity and quality of the agent cohort
Ability to define admission standards based on production quality, persistency, and mission alignment
Experience operationalizing lead frameworks across multiple channels
Ability to establish routing rules and quality metrics; maintain dashboards for lead throughput and conversion
Experience implementing tiered compensation structures aligned with performance standards
Ability to integrate recognition programs and differentiate benefits for top performers; monitor ROI and retention
Experience standing up sales desk operations, including staffing, scripts, and knowledge base
Ability to complete end-to-end service blueprints from certification through in-force; integrate digital tools for streamlined agent interactions
Experience driving onboarding and conversion of BGAs/IMOs/LOAs; set explicit conversion goals and track progress
Ability to conduct quarterly business reviews and publish outcomes to the shared scoreboard
Experience designing and managing certification programs, including curriculum development and LMS operations
Ability to monitor completion rates, post-training conversion, and persistency metrics; publish results to dashboards
Experience maintaining public scoreboards for certification, lead performance, and partner outcomes
Ability to lead variance analysis and corrective actions; provide insights to senior leadership for decision-making
Experience managing budgets for network operations, events, and meetings
Benefits
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
Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
Financial education and counseling resources
Generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year
Full range of statutory leaves of absence
Company
Manulife
Manulife is a leading international financial services group that helps people make their decisions easier and lives better.
Founded in 1887
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$3.31B2025-12-02Post Ipo Debt· $1B
2024-06-11Post Ipo Debt· $363.5M
2023-03-07Post Ipo Debt· $1.2B
Leadership Team
Phil Witherington
President and CEO
Steve Finch
President and CEO, Manulife Asia
Recent News
2026-01-21
Company data provided by crunchbase