Advisor Onboarding And Transitions Analyst, Manulife Wealth

Manulife Financial Inc

Quezon City, Philippines
Hybrid
Complex onboarding and transitions
Interpret regulatory requirements
Cross-functional coordination
Manulife Financial Inc. is seeking an Advisor Onboarding and Transitions Analyst for their Quezon City office. The role involves managing complex onboarding and transition activities for advisors, requiring strong analytical skills and knowledge of regulatory requirements

Job Summary

  • The Advisor Onboarding & Transition Analyst manages complex onboarding, transition, and maintenance activities for advisors, requiring advanced technical expertise and a broad understanding of multiple disciplines.
  • Key responsibilities include resolving complex onboarding/transitions issues, leading workflow improvements, providing recommendations on regulatory alignment, and analyzing issues impacting multiple teams or systems.
  • This role directly contributes to improving advisor experience, operational integrity, and regulatory compliance within Manulife Wealth.

Matching Summary

Match Score: 85

Manulife Financial Inc. is seeking an Advisor Onboarding and Transitions Analyst for their Quezon City office. The role involves managing complex onboarding and transition activities for advisors, requiring strong analytical skills and knowledge of regulatory requirements.

Skills & Requirements

Must-have

  • complex onboarding and transitions
  • interpret regulatory requirements
  • cross-functional coordination
  • advanced technical expertise
  • operational integrity and compliance

Nice-to-have

  • bilingual English/French skills
  • CRM or workflow management tools
  • proactive risk anticipation

Key Requirements

  • Demonstrated expertise in onboarding, transitions, or financial services operations
  • Experience coordinating cross-functional activities or process improvements
  • High proficiency with multiple operational systems and workflow tools
  • Ability to manage competing priorities in a high-volume, time-sensitive environment

Work Rights

Not specified

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