Head of Client Success and Advisory
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Job Location:
Boston, NH - USA
Monthly Salary:
Not Disclosed
Posted on:
11 hours ago
Vacancies:
1 Vacancy
Job Summary
Position Summary
We areseekinga dynamic and strategic leader to oversee a team of home-office-based financial advisors dedicated to creating meaningful client engagements. This roleis responsible fordeveloping and executing strategies that deepen client relationships drive loyalty and expand wallet share.
The ideal candidate will combine strong leadership skills with a client-centric mindset and a proven ability to deliver measurable business outcomes.
Key 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 toidentifyopportunities for relationship expansion and loyalty enhancement.
Coverage Planning: Develop andmaintainadvisor coverage models that maximize value for clients and the firm. Ensure segmentation strategies align with client needs advisor capacity and business priorities tooptimizeengagement 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.
Qualifications
Bachelors degreeor equivalent experience; CFP designation preferred.
10 years of experience in financial services with at least 5 years in a leadership role.
Proventrack recordof 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.
When you join our team:
Well empower you to learn and grow the career you want.
Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team well 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 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 .
Working Arrangement
Salary & Benefits
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. Please contact for additional information.
Manulife/John Hancock 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/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays 3 personal days 150 hours of vacation and 40 hours of sick time (or more where required by law) each year and we offer the full range of statutory leaves of absence.
Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify
Company: John Hancock Life Insurance Company (U.S.A.)Required Experience:
Director
Key Skills
- Marketing & Promotions
- Attorney At Law
- Jni
- Airlines
- Art
About Company
Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.
