Qualifications
Responsibilities
Benefits
Manager, Contracting Solutions
The Manager, Contracting Solutions provides leadership and expertise for PPI's most complex contracting activities and strategic initiatives. Responsible for overseeing specialized contracting, advisor and MGA transitions, process optimization, and technology-enabled transformation, the role ensures contracting services remain efficient, scalable, and aligned with business growth objectives. Through deep industry knowledge, operational leadership, and a focus on innovation, the incumbent drives continuous improvement, advances automation opportunities, and helps position the contracting function as a strategic enabler of advisor success and organizational growth.
Key Responsibilities:
Lead a specialized team responsible for complex contracting cases, including multi-advisor arrangements, advisor transitions, MGA acquisitions, and onboarding activities.
Coach, mentor, and develop Contracting staff through ongoing feedback, training, and development planning.
Act as the subject matter expert for complex contracting and transfer scenarios, providing guidance and solutions to internal teams, advisors, carriers, and partners.
Oversee the successful integration of acquired advisor practices and MGAs, ensuring timely execution, risk mitigation, compliance, and a seamless advisor experience.
Drive continuous improvement by identifying opportunities to streamline processes, enhance service delivery, reduce manual effort, and improve operational efficiency.
Establish and maintain best practices for contracting, licensing, and advisor transfers, ensuring consistency, scalability, and regulatory compliance.
Champion automation and innovation initiatives within Contracting, by identifying opportunities, building business cases, and leading implementation and adoption efforts.
Lead or contribute to strategic initiatives, acquisitions, system implementations, and operational transformation projects impacting contracting operations and advisor onboarding.
Serve as a trusted advisor to leadership by providing insights and recommendations on contracting strategy, operational risk, industry developments, and emerging trends.
Perform additional responsibilities and special projects as assigned.
Some travel may be required.
Education, Experience and Skills:
Creative problem solver with highly developed critical thinking skills
Passion for leveraging technology to improve processes
Experience and knowledge of life policy administration systems and data
Self-motivated with effective problem-solving capabilities and the initiative to be innovative and creative with developing new ideas and concepts
Resultsdriven with demonstrated ability to flourish in environments of significant change
Superior organizational and time management skills with proven ability to organize self and others while handling high volumes of work and tight deadlines
Strong interpersonal skills with a demonstrated ability to develop and maintain relationships and work within a team environment
Ability to handle sensitive and confidential information in a professional manner
Excellent written and verbal communication skills
Advanced knowledge of Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular
10+ yearsrelevant experience in the life insurance industry
In-depth knowledge of Apexa and Wealthserv
Advanced proficiency in English and French is considered a definite asset
This role is for a new position. The expected salary range for this position starts at $75,000 and will be commensurate with the candidates experience and skill set.
We thank all applicants for applying, however, only those selected for an interview will be contacted. Your resume may be used for other vacancies.
Location(s)About IA Financial Group
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