A key member of the Wealth Investment Office team at Manulife Wealth, the individual will be responsible for working directly with Investment Advisors and their team members to drive adoption of our managed account programs, specifically the Apex Unified Managed Account program.

Key tenets for this position will include strategic planning, development and prioritization of opportunities through a consultative approach on the use of managed programs and Unified Managed accounts (UMA). The role requires an understanding of the fee-based advisory business and factors that drive adoption of managed programs such as UMA. This role will be based our of our Downtown Montreal office location.

**Responsibilities:**

+ Drive promotion and expansion of Unified Managed Accounts across Manulife Wealth Advisor base
+ Meet with Advisors and team members (virtually or in person) to educate Deliver platform training of the Envestnet Wealth Management platform to ensur...