Chief Operating Officer, Manulife Wealth

Position Responsibilities:

Individual Accountabilities:

Operational Alignment & Execution:

• Drive day-to-day alignment and execution across the business ensuring coordinated delivery clarity of priorities and consistency with strategic and enterpriseobjectives.

Cross-Functional Collaboration:

• Liaise and collaborate with functional leaderstoensure coordinated execution and alignment to businessobjectives.

Strategic Execution & Planning:

• Partner with the CEO and executive leadership team to define businessobjectives key metrics organizational vision and mission translating strategy into clear priorities and aligned execution across functions.

Subject Matter Expertise & Strategic Initiatives:

• Act as a senior subject matter expert collaborating across functions to shape and deliver key strategicobjectivesand enterprise-wide initiatives.

Performance Management & Analytics:

• Champion the use of data and analytics to track business performance enable transparency and support informed decision-making across the organization.

Advisor Voice & Experience:

• Ensure the voice of the advisor is actively gathered understood and embedded into decision-making using insights to shape initiatives enhance theadvisorexperience and drive continuous improvement across the business.

Financial Alignment:

• Collaborate with finance and business leaders on budget planning monitoring and resource allocation to support disciplined execution and strategic investment.

Branch Leadership (Direct Accountability):

• Lead and oversee Branch Managers (BMs) ensuring effective supervision compliance adherence and consistent operational standards across the network. Enable clear communication of regulatory requirements policies and business priorities to advisors driving alignment and accountability.

Advisor Compensation Oversight:

• Oversee the advisor compensation framework (including grid and fee structures) acting as a key stakeholder and subject matter expert while collaborating with finance strategy and leadership teams to ensure alignment with businessobjectives competitiveness and profitability.

Process Policy & Continuous Improvement:

• Champion the review modernization and implementation of policies and procedures across the business. Partner closely with the Policy & Process Lead to ensure changes are practical effectively embedded and consistently adopted across operations and the advisory network.

Process Improvement & Technology Enablement:

• Identifycapability gaps and work in partnership with functional leaders to drive the adoption of improved processes systems and technologies that enhance efficiency scalability and advisor/client experience.

Revenue & Profitability Optimization:

• Collaborate with business and functional leaders to assess andoptimizerevenue streams advisor grid structures fee models product offerings and key relationships to enhance profitability and growth.

Communications & Business Alignment:

• Work closely with communications and marketing teams on the structure and execution of internal and external communications ensuring the firms vision priorities and key developments are clearly consistently and effectively conveyed.

Organizational Effectiveness:

• Facilitate coordination across functions and geographies to ensure clarity of priorities efficient execution and alignment to enterprise goals.

Culture & Leadership:

• Foster a highly inclusive high-performance culture grounded in accountability collaboration and continuous improvement.

Talent Development:
Support the development of organizational capability by coaching mentoring and engaging talent while role-modeling leadershipbehavioursand values.

Required Qualifications:

• Over15Years of senior executive experience within the financial services and wealth management industry.

• Bachelors degree in relevant field with a graduate degree (MBA) preferred.

• Minimum of 10years in senior position at an IIROC firm.

• Prior experience as senior leader of an IIROC/MFDA dealer.

• Strong understanding of distribution models in financial services in Canada.

• Established network in the financial services industry.

• Strong knowledge of Canadian insurance industry and MGA landscape.

• Strong knowledge of financial planning wealthplanningand HNW advice business models.

• Demonstrated experience as a successful senior leader of medium tolarge sizedcross functional teams.

• Demonstrated credibility inpresenting tosenior executive leadership industry leaders and top advisors.

• Highly developed business and financial acumen comfortable managing complex business decisions around risk and profitability.

• Ability to influence across all lines of business at all levels within the company.

• Exceptional interpersonal skills with an ability to foster andmaintainrelationships.

• A strong service focused and continuous improvement mindset.

• Willingness to travel asrequired.

• Bilingual (French) is an asset.