Program Administrator, Advisor Portfolio Manager - Toronto, Canada - Manulife

Manulife

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You've come to the right place. We're looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we'd like to hear from you. _

Working Arrangement
Hybrid

The opportunity

Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You've come to the right place.

We're looking for high-reaching people who share our values and want to make every day better for people around the world.

If this sounds like you, and the career below sounds exciting, we'd like to hear from you

As part of the Global Wealth & Asset Management (Canada) Retail Investments Distribution team the
Program Administrator, Advisor Portfolio Manager Access is accountable for acting as the main point of contact between the Retail Investments Distribution Sales Team and various Portfolio Managers who speak at advisor events.

The ideal person will be a highly organized individual with superb communication skills and a natural ability to foster relationships.

This role requires a high degree of complex coordination and administration of competing priorities and schedules.

Responsibilities:

Liaise between Retail Investments Distribution Sales Teams and > 100 Portfolio Managers (PMs) and Speakers to book presentations at Manulife advisor events; road days and virtual events with Wholesalers across Canada
Administer the Portfolio Manager Access Calendar and assignments, factoring in regional allocation, national accounts and wholesaler requests, nogo dates, schedules, and Portfolio Manager preferences
Manage relationships with Sales Teams, Sales Executives, Portfolio Managers and Portfolio Manager Assistants to achieve Portfolio Manager Access goals, reach targets, and deliver programs on time and with accuracy
Own and update the Portfolio Manager Access Request processes and documentation, including training materials
Strive to constantly improve the process for both the Sales Teams and Portfolio Management Teams by working with the Business Technology Team to identify and develop enhancements to the process on Salesforce
Provide coaching and training to Business Development Associates (BDAs) and other business partners on the Portfolio Manager Access program, and regularly attend BDA meetings to provide updates and answer questions
Provide monthly reporting to Sales Leadership on YTD and YOY/QOQ PM Access, including identifying trends in requests and usage. Run and provide a variety of individually tailored reporting, as requested, to Sales Leadership and PM teams
Work closely with Product and Marketing to improve the delivery and development of advisor presentations
Look for efficiencies to streamline the process
Model Manulife Investments Management's corporate values

Qualifications

Minimum 23 years of experience coordinating complex meetings, ideally for advisors/wholesalers or sales teams.

years' experience in Financial Services Industry (investment area preferably)

Postsecondary education in a relevant business discipline
Solid understanding of retail mutual fund distribution channels and operations
Knowledge of the financial services industry (mutual fund business or brokerage experience is a bonus)
Excellent written and verbal interpersonal skills, with the ability to simplify complicated messages
Strong knowledge of Microsoft Word and Microsoft Excel including pivot tables and reporting capabilities.
Ability to demonstrate a high level of emotional intelligence, working with many different types of individuals
Very strong attention to detail and ability to take initiative and assume responsibility when acting on all applicable requests for service and assistance including escalating issues when appropriate
Ability to work under pressure and within tight deadlines
Ability to properly identify and communicate risk within Portfolio Manager Access programs
Highly motivated and driven, able to work with mínimal supervision while building strong relationships with all stakeholders
Knowledge of Powerpoint, Adobe, Teams, Salesforce, Seismic and Zoom is an asset

What motivates you?

You obsess about customers, listen, engage and act for their benefit.
You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
You thrive in teams and enjoy getting things done together.
You take ownership and build solutions, focusing on what matters.
You do what is right, work with integrity and speak up.
You share your humanity, helping us build a diverse and inclusive work environment for everyone.

What can we offer you?