Job Description
The Investment Specialist is a hybrid senior, market-facing commercial role accountable for accelerating investment product revenue growth on Manulife’s Group Retirement Services platform in Canada.
The core mandate of the role is to influence asset allocation decisions and investment solution selection by advisors, consultants, and plan sponsors to improve overall platform economics and increase Manulife Investment Management’s share of net flows.
This role operates at the intersection of investment expertise, commercial execution, and distribution enablement, with explicit accountability for driving proprietary product adoption while maintaining a balanced, credible open-architecture platform with third-party managers.
**Primary Objectives:**
+ Accelerate investment product net revenue growth through increased proprietary and strategic partner fund adoption
+ Influence investment menu design, defaults, and reallocations to improve customer outco...
The core mandate of the role is to influence asset allocation decisions and investment solution selection by advisors, consultants, and plan sponsors to improve overall platform economics and increase Manulife Investment Management’s share of net flows.
This role operates at the intersection of investment expertise, commercial execution, and distribution enablement, with explicit accountability for driving proprietary product adoption while maintaining a balanced, credible open-architecture platform with third-party managers.
**Primary Objectives:**
+ Accelerate investment product net revenue growth through increased proprietary and strategic partner fund adoption
+ Influence investment menu design, defaults, and reallocations to improve customer outco...