Director, Managed Portfolios Enablement

Job Overview

A key member of the Wealth Investment Office team at Manulife Wealth, the individual will be responsible for working directly with Investment Advisors and their team members to drive adoption of our managed account programs, specifically the Apex Unified Managed Account program. The role requires an understanding of the fee‑based advisory business and factors that drive adoption of managed programs such as UMA.

Responsibilities

• Drive promotion and expansion of Unified Managed Accounts across the Manulife Wealth Advisor base.
• Meet with Advisors and team members (virtually or in person) to educate.
• Deliver platform training of the Envestnet Wealth Management platform to ensure end users are knowledgeable and fluent in its use and purpose for UMA.
• Support Advisors in the portfolio construction/model building for UMA opportunities.
• Support Advisors in the creation and adoption of UMA client reporting via E...