National Accounts & Platforms Associate, Manulife Investments

Overview

The National Accounts & Platforms Associate is a critical member of the National Accounts and Platform Distribution team, responsible for supporting strategic distribution relationships through business management, reporting, operational execution, client support, and data‑driven insights. The role combines operational excellence with analytical and business support responsibilities, serving as a central connector across Sales, Marketing, Product, Compliance, Operations, and Client Reporting teams.

The Associate owns key reporting and due diligence processes, supports business planning and client initiatives, manages conferences and events, and ensures the accuracy and effectiveness of core systems, data, and communications that support the team's growth objectives.

• Coordinate and deliver RFIs, RFPs, DDQs, client reporting requests and ongoing due diligence initiatives.
• Analyze business data and reporting to identify trends, opportunities, and insights supporting strategic decision‑making.
• Maintain and enhance National Accounts strategy documents, partner profiles, and business intelligence resources.
• Support the preparation of client presentations, reviews, and business development materials.

• Lead end‑to‑end planning and execution of conferences, due diligence meetings, advisor events, and National Accounts programs.
• Coordinate logistics, budgets, speaker engagement, compliance approvals, CE accreditation requirements, and post‑event reporting.
• Manage portfolio manager due diligence meetings and support stakeholder alignment and execution.

• Support development and tracking of business plans, budgets, objectives, and strategic initiatives.
• Maintain project timelines and coordinate execution of team priorities.
• Assist with onboarding initiatives, partner projects, and operational improvements.

• Maintain data integrity across Salesforce, Power BI, SharePoint, Seismic, reporting databases and internal tracking tools.
• Produce recurring sales, platform, SMA, recommended list, and strategic partner reporting.
• Ensure client and business information is accurate, accessible and current.

• Produce and distribute the National Accounts and PD weekly update and other internal communications.
• Maintain content libraries, marketing materials, due diligence resources, speaker content and sales enablement tools.

• Maintain client agreements, onboarding documentation, compliance and governance records, and team reference materials.
• Ensure information is organized, compliant and readily accessible.

• Collaborate with Sales, Product, Marketing, Compliance, Operations, Legal, and Client Reporting teams.
• Support business development campaigns, product launches and growth initiatives.
• Contribute to continuous improvement of reporting, operational processes and client experience initiatives.

• Undergraduate degree in Business, Finance, Marketing or related field.
• 2–5 years of experience in financial services, asset management, business operations, client service or sales support.
• Strong proficiency in Microsoft Office (Excel, PowerPoint, Outlook, Word).

• Experience with Salesforce, Power BI, Seismic or similar business systems.
• Familiarity with RFI, RFP, DDQ, client reporting or due diligence processes.
• Strong organizational, analytical and problem‑solving skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple priorities and deadlines in a fast‑paced environment.

• Health, dental, vision and mental health benefits.
• Short‑term and long‑term disability, life and AD&D insurance.
• Adoption, surrogacy and wellness benefits.
• Retirement savings plans including pension and employer‑matched global share ownership.
• Paid time off, statutory holidays, vacation and sick leave.

• Hybrid work arrangement with a base salary range of $55,125.00 to $91,875.00 CAD in Toronto, Ontario.
• Incentive programs and performance‑based incentive compensation available.

Manulife is an Equal Opportunity Employer. We embrace diversity and foster an inclusive work environment that respects all individuals regardless of race, ancestry, place of origin, colour, ethnicity, citizenship, religion, gender, sexual orientation, disability, and other protected categories.