National Accounts & Platforms Associate, Manulife Investments

Overview

The National Accounts & Platforms Associate is a critical member of the National Accounts and Platform Distribution team, responsible for supporting strategic distribution relationships through business management, reporting, operational execution, client support, and data‑driven insights. The role combines operational excellence with analytical and business support responsibilities, serving as a central connector across Sales, Marketing, Product, Compliance, Operations, and Client Reporting teams. The Associate owns key reporting and due diligence processes, supports business planning and client initiatives, manages conferences and events, and ensures the accuracy and effectiveness of core systems, data, and communications that support the team's growth objectives.

Responsibilities

Client Reporting, Due Diligence & Business Insights

• Coordinate and deliver RFIs, RFPs, DDQs, client reporting requests and ongoing due diligence initiat...