Operations Manager

Manulife is a leading international financial services provider, helping people make decisions easier and lives better. Help shape the future you want to see — and discover that better can take you anywhere you want to go.

Position Responsibilities:

• Play a critical role in providing operational support to our investment counselling business.
• Focus on enhancing productivity and service standards through the integration of systems technology,
• Play a crucial supervisory role, coaching junior analysts in their training, development, and task assignments.
• Managing relationships with internal partners, particularly with Manulife IT and Applications support is a key component of the role.
• Acting as a representative of the business, the Manager will be responsible for planning, implementing, testing, and signing off on software developments.
• Vendor management and Project Management are other key components of this role
• Assist with establishing new policies and procedures and ensure proper controls are in place.
• Ensure clear and concise documentation is created and maintained as procedures and processes evolve over time.
• Work closely with project team and systems analyst to create new workflows in private wealth systems.
• Responsible for training new team members as they come on board and providing coaching and feedback to analysts
• Lead or assist in the resolution of problems.
• Act as liaison to custodian and trading partner to resolve trading, settlement, and reconciliation issues, and escalate when required.
• Proactively find opportunities for operational and improvements in execution, bring forward solutions to create efficiencies and mitigate risks, and help manage the analysis, implementation, and adoption of them.
• Facilitate audit requirements for business unit operations.
• Act in a leadership role in MPW’s year-end tax reconciliation and tax reporting activities.
• Act as the business lead and actively participate in the implementation of broad strategies for integrating systems technology to enhance productivity and service standards.
• Play a leadership and subject matter expert role with MPW’s tools and applications and identify opportunities to enhance and improve.
• Support the business with assigned application testing and project initiatives: Identify and define business requirements, conduct necessary gap analysis and modeling, raise operational impacts and considerations, testing and collaborate cross-functionally to meet with project plan.
• Performs some or all of the following tasks: data management, data loads, runs scans, validation scripts, schedule production releases.
• Reporting issues with applications and systems to respective partners and handles monitoring, testing, and sign-off activities in software development.
• Engages appropriate partners (internal or external) to resolve operational issues; plan parallel work streams when possible.

Required Qualifications:

• Post-secondary education and/or minimum 4-6 years equivalent work experience in the financial services industry
• High Net Worth market experience strongly preferred
• Successful completion or enrollment in a Project Management certificate course is an asset
• Successful completion or enrolment in the Canadian Securities Course is preferred.
• Successful completion or enrolment in the Chartered Financial Analyst (CFA) program or Chartered Investment Manager (CIM) program is an asset.
• Experience in portfolio management systems is an asset
• Experienced and interested in coaching and developing team members and providing training.
• Knowledge of and experience with securities instruments/settlement, foreign exchange, reconciliation, and investment accounting
• Strong written and verbal communication skills
• Strong PC skills with solid understanding of Microsoft office applications (especially Microsoft Excel)
• Demonstrate initiative and take responsibility.
• Superb communication and interpersonal skills
• Strong interpersonal and relationship management skills
• Desire to work successfully and collaboratively in a sophisticated and demanding business environment.
• Demonstrate tact and professionalism and maintain confidentiality.
• Client focused with the ability to understand the clients’ requirements.
• Fast learner and self-starter, who takes initiative and thrives in a fast-paced work environment.
• Ability to balance multiple priorities while maintaining a high degree of accuracy and attention to detail in a team environment.
• Flexible and adaptable when dealing with change; including changing priorities and tight deadlines.
• Expected to analyze options and provide thoughtful recommendations and analysis.
• Results oriented and organized with ability to investigate problems without supervision.

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 [email protected].