Bilingual Relationship Consultant
Core
Manage relationships with Key Accounts and Tier 1-3 MGAs/NAs for Manulife's segregated fund business, acting as an escalation resource for complex operational issues and delivering training on tools and processes.
Role type
Bilingual Relationship Consultant (Financial Services)
Builds
Segregated fund distribution services for Managing General Agencies and National Accounts
Domain
Canadian Insurance and Wealth Management
Deliverable
client delivery
Required skills
Segregated fund product knowledge, Canadian insurance industry experience, bilingual communication (French/English), escalation management, cross-functional coordination, training delivery
Preferred skills
Stakeholder engagement, problem-solving, process improvement, influence across business areas, UAT participation
Technologies
Manulife tools and processes
Responsibilities
Manage assigned Key Accounts and Tier 1-3 MGAs/NAs; Serve as escalation resource for unresolved distributor issues; Coordinate cross-functional teams to resolve complex operational problems; Deliver training and enablement sessions on tools and processes; Represent distributor perspective in projects and UAT; Identify trends and opportunities to improve distributor experience
Seniority
Mid-level, hands-on IC