Manager, Finance

The North American Intermediary CFO team delivers strategic analysis and management information to support business strategy, provide insights and support decision making.
The Manager, Finance, will primarily focus on broker support and fulfill the reporting requirements to the John Hancock (JH) Mutual Fund Board of Directors. This position will work closely with Distribution and will oversee all financial aspects related to our intermediary arrangements. The ideal candidate is highly motivated and capable of building effective working relationships with partners.

Position Responsibilities:

• Conduct financial analysis and develop financial models to support existing and prospective financial arrangements with partner firms; recommend and influence actions by offering insights into opportunities, risks and challenges.

• Own and develop the annual strategic plan for marketing support; review and update the monthly forecast to reflect changes in marketing support spend based on key inputs/drivers.

• Track and process payments to intermediary firms in an accurate and timely manner; prepare accruals and work with the Accounting & Reporting team on monthly close processes.

• Prepare monthly results package for stakeholders with commentary on actuals to plan/forecast; engage with collaborators to understand results and communicate gaps/opportunities.

• Build and maintain strong working relationships with Distribution Operations and National Accounts teams.

• Develop and maintain in depth understanding of the various arrangements with intermediary firms; develop ongoing evaluation of new and existing intermediary relationships.

• Compile financial information and materials for the annual 15c mutual fund profitability review for the JH Mutual Funds Board; engage with partners across the organization to coordinate and facilitate the 15c process.

• Prepare quarterly board disclosures related to intermediary payments through revenue sharing, service fees and territory support payments.

• Provide oversight over 12b-1 reimbursement plans through monthly review and analysis; prepare and coordinate quarterly reporting to the Board.

• Maintain strong controls over key internal processes.

• Identify and implement operational improvement/automation opportunities.

Required Qualifications:

• University degree in business/finance/accounting and professional accounting designation (CPA)

• At least 5 years of experience in a finance role, preferably in the wealth and asset management industry

• Strong customer focus with the ability to build relationships, engage and influence effectively.

• Solid analytical skills particularly in presenting & summarizing financial information in a meaningful manner for collaborators and with high attention to detail.

• Highly motivated and with a strong work ethic; Results oriented and takes the initiative to solve problems while exercising sound judgment.

• Innovative problem solver who is comfortable leading and driving change.

• Ability to work independently and thrive in a collaborative team environment.

• Strong MS Excel and PowerPoint skills; Power BI knowledge and experience with automation tools, a plus

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

If you are applying to this role in Massachusetts, please note the salary range is $92,475 - $160,290 USD. Additionally, employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At 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 [email protected].

Referenced Salary Location

Salary range is expected to be between

If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

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.

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