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Manager, Consultant Relations

Manulife Investment Management is seeking a Manager, Consultant Relations, to work within the Consultant Relations Team.  The individual will work closely with the Head of Consultant Relations, Canada and will help oversee the development and execution of the consultant relations strategy.  The individual will work closely with the existing consultant relations, institutional sales and relationship management teams.  The individual will support driving ratings and new business for our institutional investment management business with a focus on the consultant market.

The role will require leveraging resources across Canadian and Global WAM to deliver the expected outcomes.

Position Responsibilities:

  • Primary internal/home office contact and liaison to the wider Manulife Investment Management enterprise with a focus on consultant deliverables

  • Prepare consultant meeting materials, oversee RFI/RFP’s and ad hoc consultant information requests.  Work closely with other team members on relevant prospective consultant requests 

  • Monitor status and success of Requests for Proposal and Due Diligence Questionnaires

  • Engage new consulting firms and work with existing consultant team to achieve capital raising objectives

  • Maintain responsibility for business channel knowledge, monitoring key performance indicators (KPIs) for the channel and periodic reporting of KPIs, business pipeline and progress to plan.

  • As needed, facilitate consultant meetings, both onsite and in the field

  • Participate in team projects to enhance best practice execution

  • Develop, and maintain strong and trusting relationships with MIM’s investment, marketing, sales, client service, compliance, legal and operations professionals 

  • Ensure that communication and brand building support the mission, values and culture of Manulife Investment Management.

  • Occasional travel, less than 5%

Qualifications:

  • Functional knowledge of capital markets

  • Strong interpersonal and presentation skills

  • Ability to package and deliver information in a client-friendly manner

  • Ability to work independently

  • Curiosity and problem-solving ability

  • Team attitude

  • Progress towards professional designations or continuing education a plus (CFA, CIMA, MBA, MSF)

  • Relevant industry experience in the asset management industry, eight years minimum preferred

  • Relevant experience in a client relations or sales environment

  • Understanding of sales and marketing process

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.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. 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, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com.

Primary Location

Toronto, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$86,250.00 CAD - $155,250.00 CAD

If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

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 recruitment@manulife.com for more information about U.S.-specific paid time off provisions.

Average salary estimate

$120750 / YEARLY (est.)
min
max
$86250K
$155250K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Manager, Consultant Relations, Manulife

Manulife Investment Management is thrilled to announce an exciting opportunity for a Manager, Consultant Relations in Toronto, Ontario. In this pivotal role, you'll be part of the dynamic Consultant Relations Team, working closely alongside the Head of Consultant Relations, Canada, to shape and implement a strategy that drives success in the consultant market. Your expertise will help propel our institutional investment management business forward, as you collaborate with various teams, including institutional sales and relationship management. With your resourcefulness, you'll prepare essential materials for meetings, oversee Requests for Information (RFI) and Requests for Proposals (RFP), and respond to ad hoc requests from consultants. Your contributions will be vital in monitoring the progress of proposals and due diligence questionnaires while building strong relationships across departments like marketing, compliance, and operations. If you have a passion for the asset management industry and enjoy working independently and as part of a team, this role is for you! At Manulife Investment Management, we believe in empowering our employees to learn, grow, and make a difference in their careers. Enjoy a flexible working environment where your well-being and inclusion are paramount. Join us, and let's shape the future together!

Frequently Asked Questions (FAQs) for Manager, Consultant Relations Role at Manulife
What are the primary responsibilities of the Manager, Consultant Relations at Manulife Investment Management?

The Manager, Consultant Relations at Manulife Investment Management focuses on driving the consultant relations strategy. This includes preparing meeting materials, overseeing RFIs and RFPs, monitoring proposal statuses, and facilitating consultant meetings to achieve business objectives. Strong collaboration with the institutional sales and relationship management teams is essential for success.

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What qualifications does Manulife Investment Management seek for the Manager, Consultant Relations position?

For the Manager, Consultant Relations role at Manulife Investment Management, candidates should have a minimum of eight years of relevant industry experience in asset management. A functional knowledge of capital markets, strong interpersonal skills, and progress towards professional designations like CFA or MBA are also highly desirable.

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How does the Manager, Consultant Relations contribute to the success of the team at Manulife Investment Management?

The Manager, Consultant Relations plays a crucial role in enhancing team effectiveness by ensuring timely delivery of consultant materials, actively engaging with new consulting firms, and maintaining strong internal relationships. Monitoring key performance indicators helps drive business objectives, including capital raising activities.

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What is the work environment like for the Manager, Consultant Relations at Manulife Investment Management?

The work environment for the Manager, Consultant Relations at Manulife Investment Management is supportive and inclusive. It offers flexibility in work arrangements while encouraging professional development and collaboration across teams to uphold the company's values and mission.

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What benefits can the Manager, Consultant Relations expect at Manulife Investment Management?

At Manulife Investment Management, the Manager, Consultant Relations can expect a comprehensive benefits package that includes health, dental, mental health, and retirement savings plans. The company also provides generous paid time off, wellness benefits, and support for employee growth and development.

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Common Interview Questions for Manager, Consultant Relations
How would you approach preparing materials for a consultant meeting as the Manager, Consultant Relations?

In preparing materials for a consultant meeting, I would first gather insights on the consultant's expectations and needs, then tailor the materials to address those specifics. It's essential to present data clearly and concisely while ensuring it aligns with Manulife Investment Management's standards and objectives.

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What strategies would you use to engage new consulting firms as a Manager, Consultant Relations?

I would leverage existing relationships and market insights to identify potential consulting firms, followed by personalized outreach tailored to their specific business goals. Building rapport and understanding each firm's unique needs would be crucial for establishing partnership opportunities.

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Can you describe your experience with RFIs and RFPs in the asset management industry?

I have extensive experience in managing RFIs and RFPs, from initial drafting through to submission. This includes collaborating with cross-functional teams to compile necessary information, ensuring compliance with requirements, and monitoring feedback to continuously improve our responses.

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How do you monitor key performance indicators for consultant relations, and what metrics do you focus on?

Monitoring KPIs involves regularly analyzing metrics such as proposal success rates, consultant engagement levels, and capital raised through consultants. I believe in utilizing data analytics tools to track performance trends and derive actionable insights that can inform strategy adjustments.

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Describe a challenge you faced in client relations in the asset management sector and how you overcame it.

In a previous role, I faced a situation where a client expressed dissatisfaction regarding communication. I addressed this by implementing a structured communication plan, which included regular updates and check-ins. This transparency restored trust and strengthened our relationship.

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How do you make complex investment concepts accessible to consultants and clients?

To simplify complex investment concepts, I focus on using clear language and visuals. I would break down the information into digestible parts and use real-world examples to illustrate the concepts, making it easier for consultants and clients to grasp essential points.

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What is your approach to fostering teamwork in a consulting relations setting?

I emphasize open communication and collaboration to foster a positive team environment. Regular brainstorming sessions and feedback loops help ensure everyone feels valued and engaged while collectively working towards common objectives.

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What experience do you have with capital markets, and how does it relate to the Manager, Consultant Relations role?

I have a strong foundation in capital markets through my previous roles, where I analyzed market trends and performance metrics. This knowledge helps me better understand client needs while delivering tailored solutions in my role as Manager, Consultant Relations.

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How do you stay updated on market trends that could impact your role as Manager, Consultant Relations?

I regularly read financial publications and engage with industry webinars and events. Networking with professionals and participating in continuous education also ensures that I remain informed about the latest trends and best practices in the asset management industry.

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What unique qualities do you bring to the Manager, Consultant Relations position at Manulife Investment Management?

I bring a unique blend of relationship-building skills, market knowledge, and a proactive attitude. My strong problem-solving abilities and dedication to client success are complemented by my curiosity and teamwork spirit, which I believe will be a great asset to the Manulife Investment Management team.

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Decisions made easier. Lives made better. We are on a transformational journey. We want to remove complexity from the financial services industry, to make people’s lives better by helping to make their decisions easier. Being part of this transfo...

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Full-time, hybrid
DATE POSTED
March 26, 2025

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