Job Description

Job Summary
Supervising Portfolio Manager for the firms 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 Managers trading activities are prudent and fall within established program framework
Review and approve model portfolios submitted by Associate PMs, suggesting changes or improvements where vital
Review and approve Investment Policy Statements submitted by Associate PMs, suggesting changes or improvements where necessary
Monitor the activity of all PMs in the program using the designated portfolio management system
Ensuring trading activity aligns, at all times, with customer-signed Investment Policy Statements
Supervise Associate Portfolio Managers and Portfolio Managers is accordance with Manulife standards and regulatory standards prescribed by IIROC
Articulate and promote standard methodologies with respect to discretionary portfolio management
Serve as the Subject Matter Expert of the use of the designated portfolio management system
Conduct and document formal annual performance reviews of the PMs
Participate in quarterly Managed Accounts Committee meetings to report on advisor conduct
Assess client KYC parameters against investments in the account
Contribute to the firms Investment Committee and other relevant working groups
Contribute to the review of asset allocation mixes and asset class assumptions in our model portfolios and our financial planning software
Actively provide feedback on advisors usage of various vehicle types and investments with the goal of helping provide an appropriate investment offering
Share knowledge and experience in trading/compliance platforms to help aid in project to enhance our technology tools
Key Shared Accountabilities:
Work with Compliance and Legal to ensure programs and products are in good standing with regulators
Work with Operations and Trading to ensure the smooth delivery of products/platform resulting in a positive advisor and client experience
Job Requirements:
Minimum 15 years experience in financial services industry
Supervising Portfolio Manager Designation required
CFA/CAIA/CIMA or MBA preferred
Dealer and Asset Management experience preferred
Experience working with independent and employee advisors servicing clients across North America
Ability to set goals, work independently and drive results
Experience with presentation development and delivery
When you join our team:

• Well empower you to learn and grow the career you want.
• Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, well 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 .
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 .
Primary Location Oakville, Ontario
Working Arrangement
Hybrid
Salary range is expected to be between $103,050.00 CAD - $185,490.00 CAD
If 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.