IA Financial Group

Manager, Contracting Solutions

IA Financial Group$75K — $90K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years in the life insurance industry
  • In-depth knowledge of Apexa and Wealthserv
  • Advanced proficiency in English and French is a plus
  • Strong organizational and time management skills
  • Ability to handle sensitive information professionally
  • Creative problem solver with critical thinking skills
  • Proficient in Microsoft Office, especially Excel and PowerPoint

Responsibilities

  • Lead a specialized team for complex contracting cases
  • Coach and mentor Contracting staff through feedback and training
  • Act as the subject matter expert for complex contracting scenarios
  • Oversee integration of acquired advisor practices and MGAs
  • Drive continuous improvement to streamline processes and enhance efficiency
  • Establish best practices for contracting and licensing
  • Champion automation and innovation initiatives in Contracting
  • Serve as a trusted advisor on contracting strategy and industry trends

Benefits

  • Opportunity to lead a new position with strategic importance
  • Access to ongoing professional development and training
  • Work in a dynamic environment with a focus on innovation
  • Potential travel opportunities for external engagement
  • Join a company positioning itself for future growth
Full Job Description
Job Description

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)
North York / 2235 Sheppard Avenue E

Other Possible Location(s)


Company
PPI Management Inc.

Posting End Date
2026-10-09

About IA Financial Group

IA Financial Group is a Canadian insurance and financial services company. The company offers a wide range of products and services including life and health insurance, mutual funds, securities, auto and home insurance, mortgages, and loans. IA Financial Group has been in business for over 125 years and has over 5,500 employees. The company is committed to sustainability and has been recognized for its efforts in this area. IA Financial Group is also committed to giving back to the community and has a strong corporate social responsibility program.
Learn more about IA Financial Group
Size
5,500 employees
Industry

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