Head of Client Success and Advisory

Position Summary

We are seeking a dynamic and strategic leader to oversee a team of home-office-based financial advisors dedicated to creating meaningful client engagements. This role is responsible for developing and executing strategies that deepen client relationships, drive loyalty, and expand wallet share.

The ideal candidate will combine strong leadership skills with a client-centric mindset and a proven ability to deliver measurable business outcomes.

• 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.

• Bachelor’s degree or equivalent experience required; CFP designation preferred.
• 10+ years of experience in financial services, with at least 5 years in a leadership role.
• Proven track record of driving client engagement strategies and delivering measurable growth.
• Strong understanding of wealth management products, compliance requirements, and client relationship dynamics.
• Exceptional communication, analytical, and leadership skills.

• 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.

マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、  をご覧ください。

マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。

雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、  までご連絡をお願いします。

ハイブリッド勤務

Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and…