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. 

Key Responsibilities 

• 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. 

Qualifications 

• 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. 

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 preg