Manulife · 2 weeks ago
Head of Client Success and Advisory
Boston, MA
Full-time
Hybrid
Director/Executive
$130K/yr - $225K/yr
10+ years expManulife is a leading international financial services provider, helping people make their decisions easier and lives better. They are seeking a dynamic and strategic leader to oversee a team of home-office-based financial advisors, responsible for developing strategies that deepen client relationships and drive loyalty.
FinanceFinancial ExchangesFinancial Services
Responsibilities
Strategic Leadership: 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
Team Development & Oversight: Recruit, develop, and lead a high-performing team of financial advisors. Foster a culture of accountability, collaboration, and continuous improvement
Client Engagement Excellence: Design and oversee programs that create personalized, meaningful interactions with clients. Leverage data and insights to identify opportunities for relationship expansion and loyalty enhancement
Coverage Planning: 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
Performance Management: Establish KPIs and metrics to measure engagement effectiveness and business impact. Monitor and report on team performance, ensuring compliance with regulatory standards
Cross-Functional Collaboration: 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
FINRA Series 7 and 66 or 65, and series 24
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
Up to 11 paid holidays
3 personal days
150 hours of vacation
40 hours of sick time (or more where required by law)
The 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
2026-01-21
Company data provided by crunchbase