Marketing strategy director guiding planning, budgets, reporting, and AI transformation for Manulife’s Retirement and Wealth business. Leading cross-functional alignment across Canada and the US.
Responsibilities
Lead annual and in-year marketing strategy and planning for Retirement and Wealth Marketing
Translate enterprise and business priorities into marketing objectives and investment choices
Coordinate dependencies, trade-offs, and changes across portfolios and initiatives
Establish planning, governance, reporting, and decision-making forums
Prepare decision-ready materials and ensure timely follow-through on commitments
Identify and escalate delivery risks, resource constraints, and cross-functional dependencies
Define and monitor marketing KPIs and campaign effectiveness across regions
Prepare monthly business reporting for global marketing and quarterly KPI and accomplishment reporting
Use AI, insights, and analytics to support planning, executive reporting, activity evaluation, measurement, and efficiency improvements
Lead annual budget planning and ongoing budget tracking and forecasting
Coordinate monthly budget and expense reviews with Finance and marketing leaders
Prepare financial reporting for leadership and recommend forecast, spending, and resource adjustments
Partner with Finance and Procurement on financial assumptions, vendor and marketing technology selection, commitments, and approvals
Serve as the central contact for strategic funding requests and support business cases
Lead NPS insights, reporting, and operations for Retirement and Wealth
Manage reporting on rNPS, tNPS, CDA, and progress against targets
Lead preparation for the Retirement and Wealth tNPS Acceleration Forum
Coordinate action plan tracking and follow-through with business partners
Collaborate with marketing leaders, business partners, Finance, Analytics, agencies, and vendors
Support team capability development and change adoption
Track employee engagement, analyze team meeting surveys, and coordinate action planning
Champion AI adoption across Marketing and measure value from AI investments
Report directly to the Head of Retirement and Wealth Marketing as a member of the marketing leadership team
Requirements
Bachelor's degree
8–10+ years of experience in the asset management or related industry
Agency experience required
Management experience preferred
Knowledge of the investment industry, markets, products, and investment concepts
Knowledge of the asset management regulatory environment and guidelines
Excellent organizational and prioritization skills
Excellent communication and presentation skills
Creative, innovative, and connected thinker with a solution-oriented approach
Ability to build and maintain collaborative relationships across the organization
Budget and financial management expertise, including planning, forecasting, expense and variance analysis, and financial reporting
Ability to partner with Finance on funding priorities and trade-offs within approved budgets
Ability to apply AI, technology, and data to planning, insights, reporting, and operations
Intellectual curiosity and adaptability, with the ability to lead change and help teams adopt AI, new technologies, and new ways of working
If located in Québec, proficiency in English and French is required to support clients from various provinces outside Québec
Benefits
Incentive programs and incentive compensation tied to business and individual performance
Health insurance
Dental insurance
Mental health benefits
Vision insurance
Short- and long-term disability insurance
Life and AD&D insurance coverage
Adoption/surrogacy benefits
Wellness benefits
Employee/family assistance plans
Retirement savings plans, including pension
Global share ownership plan with employer matching contributions
Financial education and counseling resources
Paid holidays, vacation, personal, and sick days in Canada
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