Job Summary
 

Supervising Portfolio Manager for the firm’s discretionary Advisor Managed Program for our advisors managing client assets in Canada and the United States for Manulife Wealth. A key member of the advisor-facing support team for the Advisor Managed Program, the incumbent will supervise Associate Portfolio Managers and Portfolio Managers and have overall responsibility for ensuring accounts are managed according to the established program framework. The incumbent will also act as a Portfolio Manager for our Unified Managed Account program. The role is part of a broader investment product and managed program team and will also contribute to strategic projects to help enhance our product shelf and program offerings.
 

Individual Accountabilities:

Ensure Portfolio Managers’ trading activities are prudent and fall within established program framework

Review and approve model portfolios submitted by Associate PMs, suggesting changes or improvements where vital

Review and approve Investment Policy Statements submitted by Associate PMs, suggesting changes or improvements where necessary

Monitor the activity of all PMs in the program using the designated portfolio management system

Ensuring trading activity aligns, at all times, with customer-signed Investment Policy Statements
 

Supervise Associate Portfolio Managers and Portfolio Managers is accordance with Manulife standards and regulatory standards prescribed by IIROC

Articulate and promote standard methodologies with respect to discretionary portfolio management

Serve as the Subject Matter Expert of the use of the designated portfolio management system

Conduct and document formal annual performance reviews of the PMs

Participate in quarterly Managed Accounts Committee meetings to report on advisor conduct

Assess client KYC parameters against investments in the account

Contribute to the firm’s Investment Committee and other relevant working groups

Contribute to the review of asset allocation mixes and asset class assumptions in our model portfolios and our financial planning software

Actively provide feedback on advisor’s usage of various vehicle types and investments with the goal of helping provide an appropriate investment offering

Share knowledge and experience in trading/compliance platforms to help aid in project to enhance our technology tools

Key Shared Accountabilities:

Work with Compliance and Legal to ensure programs and products are in good standing with regulators

Work with Operations and Trading to ensure the smooth delivery of products/platform resulting in a positive advisor and client experience

Job Requirements:

Minimum 15 years experience in financial services industry

Supervising Portfolio Manager Designation required

CFA/CAIA/CIMA or MBA preferred

Dealer and Asset Management experience preferred

Experience working with independent and employee advisors servicing clients across North America

Ability to set goals, work independently and drive results

Experience with presentation development and delivery

When you join our team:

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

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 https://www.manulife.com/en/about/our-story.html.

Manulife 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 recruitment@manulife.com.

Primary Location

Oakville, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$103,050.00 CAD - $185,490.00 CAD

If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. 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. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

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 recruitment@manulife.com for more information about U.S.-specific paid time off provisions.