Enhance the advisor experience at Manulife Wealth as the Manager of Advisor Onboarding and Transitions. This hybrid role focuses on improving onboarding processes and supporting new advisors through seamless transitions.
In this pivotal role, you will manage a high-performing team tasked with elevating the onboarding experience for new advisors. With a minimum of five years in financial services, your expertise in advisor transitions and project management will drive strategic plans and ensure comprehensive training support. You'll collaborate with leadership to align onboarding with company objectives, fostering innovation and continuous improvement in processes.
Key Responsibilities:
• Lead team in executing advisor onboarding initiatives
• Develop strategic onboarding plans aligned with business goals
• Collaborate with stakeholders for comprehensive advisor training
• Refine onboarding materials for seamless integration
• Monitor KPIs to assess onboarding effec...