Manager, Consolidation Services

Manulife(4 days ago)

HybridFull TimeManager$88,200 - $152,880Retirement Services

About this role

The Consolidation Manager oversees a team responsible for consolidating external assets into retirement plans, ensuring compliance with regulations, and supporting participant decisions. The role involves managing daily operations, strategic initiatives, and coaching team members in a financial services environment.

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Required Skills

Customer Service
Call Center
Retirement Planning
Regulations
Team Management
Financial Products
CRM Systems
Performance Analysis
Coaching
Financial Regulations

Qualifications

Bachelor’s Degree
6-10 years financial services experience
3 years call center experience
3 years’ experience with 401(k) and IRAs
People Management Experience
Call Coaching Experience
Series 6 / 7, 63 required, 26 license within 4 months

About Manulife

manulife.com

Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.

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