Job Description

Job SummarySupervising Portfolio Manager for the firmxe2x80x99s 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 Managersxe2x80x99 trading activities are prudent and fall within established program frameworkReview and approve model portfolios submitted by Associate PMs, suggesting changes or improvements where vitalReview and approve Investment Policy Statements submitted by Associate PMs, suggesting changes or improvements where necessaryMonitor the activity of all PMs in the program using the designated portfolio management systemEnsuring trading activity aligns, at all times, with customer-signed Investment Policy StatementsSupervise Associate Portfolio Managers and Portfolio Managers is accordance with Manulife standards and regulatory standards prescribed by IIROCArticulate and promote standard methodologies with respect to discretionary portfolio managementServe as the Subject Matter Expert of the use of the designated portfolio management systemConduct and document formal annual performance reviews of the PMsParticipate in quarterly Managed Accounts Committee meetings to report on advisor conductAssess client KYC parameters against investments in the accountContribute to the firmxe2x80x99s Investment Committee and other relevant working groupsContribute to the review of asset allocation mixes and asset class assumptions in our model portfolios and our financial planning softwareActively provide feedback on advisorxe2x80x99s usage of various vehicle types and investments with the goal of helping provide an appropriate investment offeringShare knowledge and experience in trading/compliance platforms to help aid in project to enhance our technology toolsKey Shared Accountabilities:Work with Compliance and Legal to ensure programs and products are in good standing with regulatorsWork with Operations and Trading to ensure the smooth delivery of products/platform resulting in a positive advisor and client experienceJob Requirements:Minimum 15 years experience in financial services industrySupervising Portfolio Manager Designation requiredCFA/CAIA/CIMA or MBA preferredDealer and Asset Management experience preferredExperience working with independent and employee advisors servicing clients across North AmericaAbility to set goals, work independently and drive resultsExperience with presentation development and deliveryWhen you join our team:

• Wexe2x80x99ll empower you to learn and grow the career you want.
• Wexe2x80x99ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, wexe2x80x99ll support you in shaping the future you want to see

About Manulife and John HancockManulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit .Manulife is an Equal Opportunity EmployerAt 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 .Primary Location Oakville, OntarioWorking ArrangementHybridSalary range is expected to be between $103,050.00 CAD - $185,490.00 CADIf you are applying for this role outside of the primary location, please contact 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 for more information about U.S.-specific paid time off provisions.

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