Manulife

National Accounts & Platforms Associate, Manulife Investments

Toronto, Ontario

Sponsorship not specifiedDetected 15 days ago

Data VisualizationSalesforceSalesBusiness DevelopmentExcelLogisticsCommunicationProblem SolvingPublic SpeakingMicrosoft OfficeSharePoint

About the role

The National Accounts & Platforms Associate is a critical member of the National Accounts and Platform Distribution team, responsible for supporting strategic distribution relationships through business management, reporting, operational execution, client support, and data-driven insights.
The role combines operational excellence with analytical and business support responsibilities, serving as a central connector across Sales, Marketing, Product, Compliance, Operations, and Client Reporting teams.
The Associate owns key reporting and due diligence processes, supports business planning and client initiatives, manages conferences and events, and ensures the accuracy and effectiveness of core systems, data, and communications that support the team's growth objectives.

Coordinate and deliver RFIs, RFPs, DDQs, client reporting requests, and ongoing due diligence initiatives.
Maintain and enhance National Accounts strategy documents, partner profiles, and business intelligence resources.
Support the preparation of client presentations, reviews, and business development materials.
Lead end-to-end planning and execution of conferences, due diligence meetings, advisor events, and National Accounts programs.
Manage portfolio manager due diligence meetings and support stakeholder alignment and execution.
Support development and tracking of business plans, budgets, objectives, and strategic initiatives.
Maintain project timelines and coordinate execution of team priorities.
Assist with onboarding initiatives, partner projects, and operational improvements.

Undergraduate degree in Business, Finance, Marketing, or related field.
2-5 years of experience in financial services, asset management, business operations, client service, or sales support.
Strong proficiency in Microsoft Office, particularly Excel, PowerPoint, Outlook, and Word.

Experience with Salesforce, Power BI, Seismic, or similar business systems preferred.
Familiarity with RFI, RFP, DDQ, client reporting, or due diligence processes is an asset.
Strong organizational, analytical, and problem-solving skills.
Excellent written and verbal communication abilities.
When you join our team:
We'll empower you to learn and grow the career you want.
The role being advertised is an existing vacancy.
About Manulife and John Hancock

We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, r

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.

r practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related co

This listing is sourced directly from Manulife's careers page and normalized into a canonical job model.