Head of Client Success and Advisory

Manulife • Boston, MA

10d • Hybrid

About The Position

We are seeking a dynamic and strategic leader to oversee a team of home-office-based financial advisors dedicated to creating meaningful client engagements. This role is responsible for developing and executing strategies that deepen client relationships, drive loyalty, and expand wallet share. The ideal candidate will combine strong leadership skills with a client-centric mindset and a proven ability to deliver measurable business outcomes.

Requirements

• Bachelor’s degree or equivalent experience
• 10+ years of experience in financial services, with at least 5 years in a leadership role.
• Proven track record of driving client engagement strategies and delivering measurable growth.
• Strong understanding of wealth management products, compliance requirements, and client relationship dynamics.
• Exceptional communication, analytical, and leadership skills.

Nice To Haves

• CFP designation preferred.

Responsibilities

• Strategic Leadership: Define and implement the vision, strategy, and operating model for the home-office financial advisor team. Align engagement initiatives with broader organizational goals for client retention and growth.
• Team Development & Oversight: Recruit, develop, and lead a high-performing team of financial advisors. Foster a culture of accountability, collaboration, and continuous improvement.
• Client Engagement Excellence: Design and oversee programs that create personalized, meaningful interactions with clients. Leverage data and insights to identify opportunities for relationship expansion and loyalty enhancement.
• Coverage Planning: Develop and maintain advisor coverage models that maximize value for clients and the firm. Ensure segmentation strategies align with client needs, advisor capacity, and business priorities to optimize engagement and profitability.
• Performance Management: Establish KPIs and metrics to measure engagement effectiveness and business impact. Monitor and report on team performance, ensuring compliance with regulatory standards.
• Cross-Functional Collaboration: Partner with marketing, product, and distribution teams to deliver integrated client experiences. Serve as a key liaison between home office and field leadership to ensure alignment.

Benefits

• 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.
• Manulife/John Hancock 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/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources.
• Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 5,001-10,000 employees