The Director, Change Management, Wealth acts as lead and primary contributor to the Wealth Change Management Office’s mandate, partnering across Manulife Wealth and Manulife Private Wealth business areas to drive outcomes through robust change management practices, including cross-portfolio visibility, collision mitigation, and team readiness. The role is primarily Canadian in scope, with cross-border exposure through the US Wealth/Personal Investing business under Manulife John Hancock.
The Director, Change Management will lead overall change coordination and governance at the top of the house and will also provide structured change management enablement and delivery support for high complexity initiatives.
The role drives change and business outcomes for our Wealth business in the following ways.
Position Responsibilities:
Governance & Operating Model
Chairs and runs the Advisor Change Governance Forum - owning the agenda, portfolio sequencing, collision calls, and decisions of record.
Owns the intake-to-decision workflow and applies the OCM Change Assessment methodology to every advisor-impacting initiative.
Maintains the single advisor change view across initiatives, recurring activities (newsletters, calls), and compliance cycles, in partnership with business teams and Advisor Communications.
Owns the portfolio-level sequencing view across all advisor-impacting initiatives; identifies collisions and capacity risks at the Governance Forum; recommends defer / sequence / reshape decisions and records them as the system of record.
Initiative-Level Change Management
Supports high impact and high complexity initiatives; accountable for the development and execution of change plans across the organization.
Actively oversees all assigned change management activities, monitors progress, and communicates results.
Acts as an internal consultant and trusted advisor to ensure a structured change management approach and methodology is applied across all aspects of change.
Executes specific change mitigation strategies and action plans to engage impacted stakeholders, increase understanding, build support for change, and ensure smooth transitions with minimal business disruption.
Manages initiative-level change management roadmaps and dependencies.
Supports quarterly planning at the initiative level and ensures alignment with strategic planning.
Analyzes large amounts of qualitative and quantitative data (e.g., survey results) to gain insight into thematic change trends across a specific segment or function, and understands the business value, financial acumen, and customer lifecycle for the line of business.
Partners with business lines to help teams understand the larger implications of an initiative — and the needed change beyond the core initiative deliverables.
Drives shared change practices and leads change adoption, advocates for the people side of change outcomes, and is accountable to partnering with program leads for the realization of benefits and outcomes as defined for the initiative.
Proactively identifies risks to successful change adoption and works collaboratively to develop and implement appropriate responses.
Required Qualifications:
10+ years of change management experience, including 5+ years leading enterprise-scale or multi-LOB change in financial services or wealth management.
Experience operating in an investment dealer environment supporting independent advisors preferred.
Demonstrated ability to chair and run multi-stakeholder governance forums, or similar decisioning body, and drive decisions to closure.
Experience conducting organizational and stakeholder impact assessments and managing senior stakeholders.
Experience producing and maintaining a portfolio-health readout for executive sponsors.
Experience driving and delivering initiative-level change management to drive adoption and reduce delivery risk, with cross-functional business partners
Preferred Qualifications:
Partners effectively with cross-functional and virtual teams; demonstrates collaboration, adaptability, and influence; facilitates best-practice exchange and provides technical expertise.
Comfort operating with named sponsors at AVP / VP level, including in escalation moments.
Self-regulating; demonstrates coping mechanisms with pressures & setbacks
Identifies escalation items early and produces options for resolution; engages in discussions and moves others towards a position
Applies organizational savvy and business expertise to present and defend issues that have a direct and significant impact to the business
Ability to influence without direct authority
Effective negotiation and collaboration skills
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.
The role being advertised is an existing vacancy.
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 [email protected] .
Referenced Salary Location
Toronto, Ontario
Hybrid
Salary range is expected to be between
$145,130.00 CAD - $195,130.00 CAD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. 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. If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location.
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 [email protected] for more information about U.S.-specific paid time off provisions.
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