Manulife · 2 days ago
Head of Client Success and Advisory
Boston, Massachusetts
Full-time
Hybrid
Director/Executive
10+ years expManulife is a leading international financial services provider dedicated to helping people make their decisions easier and lives better. They are seeking a dynamic and strategic leader to oversee a team of financial advisors focused on creating meaningful client engagements and driving loyalty through effective strategies.
FinanceFinancial ExchangesFinancial Services
Responsibilities
Define and implement the vision, strategy, and operating model for the home-office financial advisor team. Align engagement initiatives with broader organizational goals for client retention and growth
Recruit, develop, and lead a high-performing team of financial advisors. Foster a culture of accountability, collaboration, and continuous improvement
Design and oversee programs that create personalized, meaningful interactions with clients. Leverage data and insights to identify opportunities for relationship expansion and loyalty enhancement
Develop and maintain advisor coverage models that maximize value for clients and the firm. Ensure segmentation strategies align with client needs, advisor capacity, and business priorities to optimize engagement and profitability
Establish KPIs and metrics to measure engagement effectiveness and business impact. Monitor and report on team performance, ensuring compliance with regulatory standards
Partner with marketing, product, and distribution teams to deliver integrated client experiences. Serve as a key liaison between home office and field leadership to ensure alignment
Qualification
Required
Bachelor's degree or equivalent experience required; CFP designation preferred
10+ years of experience in financial services, with at least 5 years in a leadership role
Proven track record of driving client engagement strategies and delivering measurable growth
Strong understanding of wealth management products, compliance requirements, and client relationship dynamics
Exceptional communication, analytical, and leadership skills
Preferred
CFP designation preferred
Benefits
Health
Dental
Mental health
Vision
Short- and long-term disability
Life and AD&D insurance coverage
Adoption/surrogacy and wellness benefits
Employee/family assistance plans
Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
Financial education and counseling resources
Generous paid time off program in the U.S. includes up to 11 paid holidays
3 personal days
150 hours of vacation
40 hours of sick time (or more where required by law) each year
Full range of statutory leaves of absence
Company
Manulife
Manulife is a leading international financial services group that helps people make their decisions easier and lives better.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$3.31B2025-12-02Post Ipo Debt· $1B
2024-06-11Post Ipo Debt· $363.5M
2023-03-07Post Ipo Debt· $1.2B
Leadership Team
Phil Witherington
President and CEO
Steve Finch
President and CEO, Manulife Asia
Recent News
Alternative Credit Investor
2026-01-03
Canada NewsWire
2025-12-22
Company data provided by crunchbase