AVP Retirement & Wealth Strategy

AVP Retirement & Wealth Strategy

Job Summary:

Global Wealth & Asset Management (GWAM) is a key growth segment for Manulife. We operate three different channels (Retail, Retirement and Institutional) and are a major player in North America, Asia and Europe. Our Retirement & Wealth business serves over 6M customers worldwide, is a key contributor to GWAM earnings and is well positioned in all of our key markets. Reporting to the Head of GWAM Strategy & Transformation, the AVP, Retirement & Wealth Strategy is a key member of the finance & strategy team and an important catalyst and contributor to the overall strategy, growth, and transformation of our global franchise.

The role is trusted advisor to the entire Retirement & Wealth Leadership Team, providing key insights and information to drive the development and execution of our strategy.

• Analyze key business priorities and bring insights to generate executive action that creates value for Retirement & Wealth
• Build & maintain the strategy for these channels and engage the global and regional Leadership Teams in strategy development discussions
• Translate strategy into actionable priorities, working with regional Leadership Teams to drive execution and accountability.
• Establish and drive cross-functional collaboration and engagement across these teams, focusing on execution and business readiness in support of the global Retirement & Wealth strategy
• Partner with the Portfolio Governance & Oversight team to ensure the project book aligns with the agreed upon strategic roadmap
• Work closely with Finance partners to monitor progress on strategy execution and delivery, identifying areas of intervention and required pivots where needed
• Manage strategy professionals to drive the Retirement & Wealth strategy & transformation
• Align with competitive and market intel to ensure the strategic goals are both aspirational and achievable
• Lead the development of communications to the Board of Directors, Executive Leadership Team, Transformation Delivery Team and other senior audiences
• Generate appropriate communications material for various external audiences like analyst meetings/calls, rating agency presentations, and external conferences
• Assist in the development of internal Retirement & Wealth communications plan to effectively communicate progress against strategic priorities

• Minimum of 12 years of relevant, progressively senior experience, in Strategy, Transformation, or Consulting – with strong experience in the wealth and asset management industry
• Ability to work independently, get to the relevant information and pierce through siloes
• Ability to handle difficult situations, deal efficiently with escalation
• Strong business acumen and comprehensive knowledge of the Retirement & Wealth operating model in North America
• Ability to connect the dots and rapidly identify and surface the relevant patterns and issues
• Politically astute, with strong situational sensitivity and ability to influence
• Exceptional organization and project management skills
• Emotional intelligence, with ability to demonstrate judgment, discretion and diplomacy
• Ability to see pressures the leadership team faces in pushing the organization to change and find ways to lessen them
• Result-oriented with an ability to multi-task, prioritize across multiple initiatives, drive accountability, and develop creative solutions where blueprints may not exist
• Outstanding communication skills with proven ability to articulate complex business problems in simple and impactful words
• Ability to develop a clear position / point of view on key questions and issues impacting the business
• Experience managing teams, both directly, and indirectly through influence

When you join our…