The Opportunity:The VP, Bank Platforms and Family Office is responsible for driving Manulife Investment's distribution strategy across Canadian bank-owned wealth platforms and multi-family offices. The role is accountable for deepening executive-level relationships, expanding product placement opportunities, and delivering business growth across the firm's investment solutions.
As a senior member of the National Accounts team, the VP develops and executes strategic account plans, influences key platform and family office decision-makers, and positions Manulife as a preferred investment partner. The role leads efforts to secure and grow placements across recommended lists, model portfolios, managed account programs, alternative investment platforms, and family office mandates.
Working closely with the Co-Head of National Accounts and Platform Distribution, the VP drives commercialization initiatives, identifies new growth opportunities, and coordinates cross-functional resources to deliver strategic outcomes, strengthen client partnerships, and enhance Manulife's market position.
Position Responsibilities: Strategic Relationship Leadership & Coverage - Lead executive relationships across assigned bank-owned wealth platforms and multi-family offices.
- Build deep partnerships with senior executives, investment committees, research teams, platform leaders, and key decision-makers to advance Manulife's strategic objectives and strengthen its position as a preferred asset management partner.
Strategic Account Planning & Commercial Execution - Develop and execute comprehensive account strategies that align client priorities with Manulife's growth objectives.
- Identify opportunities, manage risks, and drive execution plans that deliver measurable business outcomes across platforms and family office channels.
Business Development & Growth - Drive asset and revenue growth by identifying and executing opportunities across Manulife's investment capabilities, including mutual funds, ETFs, SMAs, alternatives, private markets, and customized family office solutions.
- Develop strategic growth plans that expand Manulife's market share and deepen client engagement.
Platform & Family Office Strategy - Lead Manulife's engagement strategy across dealer platforms, recommended lists, model portfolios, managed account programs, alternative investment platforms, and multi-family offices.
- Develop and execute positioning strategies to secure new placements, expand shelf space, and increase adoption of Manulife solutions.
Client Value Creation & Thought Leadership - Deliver strategic value through market insights, practice management programs, investment thought leadership, and business-building initiatives that support client growth.
- Represent Manulife at industry conferences, due diligence meetings, client events, and strategic forums.
Cross-Functional Leadership & Execution - Lead collaboration across Sales, Product, Marketing, Investments, Operations, and Compliance to deliver a consistent client experience and execute strategic initiatives.
- Act as a key internal advocate for client needs, market opportunities, and platform priorities.
Required Qualifications:- Undergraduate degree in Business, Finance, Economics, or a related discipline.
- CFA, CIM, CPA, MBA and related designations are considered an asset.
- 10+ years of experience in asset management distribution, National Accounts, wealth management, institutional sales, or strategic relationship management.
- Demonstrated success managing complex client relationships and delivering commercial results.
- Deep understanding of:
- Canadian bank-owned wealth platforms and dealer distribution channels.
- Multi-family office business models and investment decision-making processes.
- Investment solutions including mutual funds, ETFs, SMAs, alternatives, private markets, and managed account programs.
- Strong understanding of securities regulations, product approval frameworks, and industry compliance standards, including NI 81-105.
- Experience managing due diligence processes, RFPs, RFIs, and product reviews.
- Strong analytical and business planning capabilities.
- Advanced proficiency with CRM platforms and business intelligence tools.
- Exceptional presentation, communication, negotiation, and executive engagement 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.
The role being advertised is an existing vacancy.
Referenced Salary LocationToronto, Ontario
Working ArrangementHybrid
The compensation for this role includes salary and sales incentives and is expected to be between$136,500.00 CAD - $176,500.00 CAD
Employees participate in sales incentive programs and earn incentive compensation based on role-specific criteria. Actual compensation will vary depending on individual performance, sales results, local market conditions as well as relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [redacted] for the compensation range for your location.
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 [redacted] for more information about U.S.-specific paid time off provisions.
