Advisor Onboarding and Transitions Analyst, Manulife Wealth

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  • Quezon City, Metro Manila
  • Permanent
  • Full-time
  • 4 days ago
The Advisor Onboarding & Transition Analyst serves as an analyst within Manulife Wealth, responsible for managing complex onboarding, transition, and maintenance activities for advisors across Canada. The role requires advanced technical expertise, broad understanding of multiple disciplines (operations, compliance, advisor lifecycle, regulatory requirements), and the ability to perform less structured, judgment‑based work assignments.The Senior Administrator regularly coordinates small projects or workstreams, recommends solutions to atypical or ambiguous cases, and acts as a subject matter resource to internal partners. This role directly contributes to improving advisor experience, operational integrity, and regulatory compliance.This position reports to the Manager, Advisor Onboarding of Manulife Wealth and directly supports the initiatives being managed and the accompanying change management.
  • Applying advanced knowledge to resolve complex onboarding/transitions issues.
  • Leading workflow improvements and participating in broader operational initiatives.
  • Providing informed recommendations on regulatory alignment, documentation standards, and process risks.
  • Using judgment to analyze issues that impact multiple teams or systems across Wealth Operations.
Position Responsibilities:Onboarding Team Functions:
  • Manage onboarding cases requiring interpretation of incomplete or exceptional documentation.
  • Apply judgment to assess regulatory implications and determine appropriate corrective actions.
  • Resolve escalations related to complex onboarding requirements, account structures, or high‑impact advisor transitions.
  • Guide internal partners through unique onboarding scenarios and documentation exceptions.
  • Review high‑risk submissions and anticipate potential downstream impacts on operations, compliance, and compensation.
Transition Team Functions:
  • Review and validate complex advisor due‑diligence packages (e.g., multi‑entity structures, practice purchases, complicated KYA/legal requirements).
  • Ensure alignment with MFDA/IIROC standards by interpreting regulatory rules in context and advising on solutions for non‑standard cases.
  • Coordinate multi‑step transition activities that involve multiple internal functions (e.g., Compliance, Legal, Registration, Operations).
  • Troubleshoot and resolve system challenges or data conflicts resulting from larger practice transitions or advisor restructures.
  • Recommend procedural improvements based on emerging patterns, new regulatory expectations, or operational challenges.
Escalation & Collaboration
  • Serve as a key escalation point for onboarding exceptions or transition irregularities.
  • Analyze ambiguous situations, identify root causes, and propose solutions with minimal guidance.
  • Communicate nuanced, context‑rich recommendations to leadership and internal partners.
  • Anticipate risks and escalate proactively, ensuring data integrity and operational compliance.
Communication & Workflow Transparency
  • Testing or piloting new documentation standards, workflows, or systems.
  • Identifying inefficiencies and recommending process redesign to senior leaders.
  • Supporting implementation of operational changes affecting the advisor lifecycle.
  • Sharing best practices and providing informal coaching to peers.
Required Qualifications:
  • Demonstrated expertise in onboarding, transitions, or financial services operations.
  • Strong ability to interpret regulatory requirements and apply them to diverse scenarios.
  • Excellent analytical, problem‑solving, and judgment skills.
  • Experience coordinating cross‑functional activities or process improvements.
  • High proficiency with multiple operational systems and workflow tools.
  • Strong communication and influencing skills.
  • Ability to manage competing priorities in a high‑volume, time‑sensitive environment.
  • Demonstrates advanced knowledge of onboarding, transitions, documentation practices, regulatory requirements, and operational systems.
  • Understands how multiple disciplines (compliance, operations, legal, compensation) intersect with onboarding processes.
  • Performs a range of less structured assignments, determining the best approach based on experience, judgment, and guidelines.
  • Operates with minimal oversight and regularly interprets policies for unique situations.
  • Coordinates small workstreams or projects requiring cross‑functional involvement.
  • Acts as a resource for peers on complex or ambiguous onboarding cases.
  • Provides expert insights to help shape future onboarding processes.
  • Recognizes how onboarding activities connect to broader Wealth Operations goals.
  • Considers business impacts, data integrity, and regulatory implications in decision‑making.
  • Communicates clearly the operational risks, impacts, and benefits of recommended action
Preferred Qualifications:
  • Experience in the financial services industry preferably with an IIROC or MFDA firm is an asset
  • Bilingual English/French skills are an asset but not required
  • Experience with CRM or workflow management tools
  • Familiarity with financial services or onboarding processes
  • Basic understanding of compliance or document requirements (e.g., forms, KYC)
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.
About Manulife and John HancockManulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit .Manulife is an Equal Opportunity EmployerAt 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 Hybrid

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