Manulife

Risk

• Validate models in Global Wealth Management Segment covering portfolio construction, digital investment advisory, business planning, valuation and risk for structured assets
• Assess the model's adequacy and appropriateness for stated objectives and assumptions, general practice, and company policies
• Ensure submitted models are mathematically sound, following industry standards and implemented correctly
• Perform independent research and develop independent benchmark models
• Evaluate potential model risks related to embedded assumptions vs target applications
• Document model validation outcomes and communicate findings to stakeholders

Manager/Director, Model Risk Management

Financial Planning and Analysis

• Contribute to the successful completion of projects & initiatives which impact Canada Finance & Operations teams
• Participate in and lead the various stages of projects from a Finance standpoint, including: information gathering; impact assessment; issuing Call for Resources (CFRs) to Finance teams; leading & participating in Working Group meetings; supporting documentation of key artifacts such as accounting models, requirements, test cases; and raising issues, risks and control deficiencies in a timely and accurate manner
• Manage testing plans and execution for Finance teams
• Have a curious demeanour- ask questions, challenge the status quo, get in touch with stakeholders/ business partners to learn about their processes, proactively raise risks before they become issues
• Maintain a strong risk-based approach by ensuring that solutions are crafted with controls and risk-mitigation at the forefront, but also recognizing that an MVP approach is needed to complete projects and deliver results
• Have a strong sense of accountability and fully own all aspects of your project/ task (follow-ups, approaching deadlines, issue resolutions)
• Ability to Think Big and beyond immediate asks by helping implement operational improvements and key controls within Finance processes

Senior Financial Analyst, Financial Processes – Transformation

Director

• Own and evolve the Private Markets operating model, ensuring clarity of roles, decision rights, handoffs, and accountability across investments and support functions
• Lead ongoing assessment and refinement of processes to improve efficiency, scalability, consistency, and control
• Identify and execute initiatives to improve operational efficiency and productivity, reducing manual work, rework, and process fragmentation
• Own the Private Markets book of work funding and approval process, including intake, prioritization, sequencing, and tracking of initiatives
• Own the Private Markets AI strategy, aligned with enterprise standards and priorities
• Drive clarity around ownership, service expectations, and escalation paths between Private Markets and support teams

Managing Director – Business Management, Private Markets

Financial Crime

• Oversee GWAM financial crime compliance activities for North America
• Provide comprehensive quarterly management information reporting
• Implement and manage the AML/CTF/ABC Risk Management Framework
• Conduct regular risk assessments and develop AML training programs
• Oversee all GWAM AML delegates ensuring compliance
• Serve as primary contact with local authorities and regulators
• Oversee North America GWAM AML Program activities and issue escalation
• Review and update AML/CTF policies and procedures

Director, Financial Crime Compliance – North America Lead

Payroll

• Independently process and audit biweekly and weekly U.S. payrolls across 50+ states, multiple legal entities, and six federal EINs, ensuring accuracy, timeliness, and compliance.
• Review and validate all payroll changes including new hires, terminations (voluntary/involuntary), promotions, transfers, incentive pay, overtime, LOAs (STD, LTD, paid/unpaid), garnishments, overpayments, and recovery transactions.
• Execute payroll transactions for RSUs, DSUs, GSOPs, other equity compensation programs, deferred compensation, retirement plans (401k, pension), Board of Director, and executive payrolls.
• Perform gross-to-net calculations, reconcile net pay, taxes, and third party remittances, ensuring complete accuracy.
• Create and process off-cycle payrolls, on demand checks, EFT adjustments, and other special payments as required.
• Support payroll operations in Workday, integrated with enterprise payroll systems such as ADP GlobalView, SAP, or Ceridian, including performing manual corrections when integration errors occur.
• Monitor, troubleshoot, and resolve inbound payroll interfaces including PECI and other third party vendor file feeds.
• Prepare and upload batch files and conduct large volume data audits to ensure data integrity across systems.
• Build and analyze custom reports, reconciliations, and large-file analytics to identify anomalies, validate data completeness, and uncover emerging trends.
• Perform reasonableness checks across payroll results to ensure compliance with federal, state, and local regulations.
• Support internal and external audits, ensuring complete documentation, walkthrough support, and control adherence.
• Contribute to year end processes including W-2, W-2c, amended filings, and reconcile year end data for compliance accuracy.
• Research and implement legislative changes impacting payroll at the federal or state level.
• Respond to, track, and resolve payroll tax notices from the IRS and state agencies.
• Maintain and update payroll SOPs, ensuring they reflect current practices, controls, and regulatory expectations.
• Independently analyze and resolve complex or escalated payroll issues, using strong judgment, critical thinking, and compliance awareness.
• Partner across the Payroll team to validate analysis, stress test decisions, and ensure accurate outcomes for non standard or sensitive scenarios.
• Use AI tools to accelerate root cause analysis, enhance reconciliations, improve documentation, streamline research, and strengthen overall payroll review accuracy.
• Champion continuous improvement, identifying automation opportunities, control enhancements, and technology enabled ways to simplify and modernize payroll delivery.

Payroll Analyst

• Shape and implement a global strategy for CX process transformation
• Lead enterprise-wide initiatives to assess, streamline, and redesign core business processes
• Develop, document, and monitor standardized ways of working
• Oversee a dynamic portfolio of CX transformation programs and projects
• Act as a change agent, engaging and influencing executive sponsors and functional leaders
• Leverage customer insights, data analytics, and market research
• Champion the adoption of digital solutions and automation
• Establish and monitor KPIs for process performance and customer satisfaction
• Support talent development by leading workshops and knowledge-sharing sessions

Director, Customer-Centricity – Transformation

General Counsel

• Assist in providing written and verbal support of case inquiries and sales activities across internal and external sales and distribution partners
• Promotion and education of life insurance strategies to facilitate wealth transfer planning, business planning, charitable planning and the related tax issues
• Assist in researching support for the drafting of new tax/planning strategies and materials (or changes to existing strategies and materials)
• Present and provide education on key sales concepts and regulatory/legislative changes impacting our industry to distributors and sales personnel
• Participation as Advanced Markets subject matter expert on projects and initiatives crossing multiple business areas (e.g., product development, underwriting initiatives, new markets, etc.)
• Assist in tracking and monitoring of emerging and existing sales concepts
• Lead research projects/initiatives
• Provide assistance with respect to complex legal, regulatory and compliance matters
• Monitor legislative, regulatory and industry developments, and provide updates to multiple business areas
• Participate in industry conferences, presentations, committees and working groups

Associate Counsel, Advanced Markets

• Prepare and manage fund expense budgets, ensuring comprehensive accruals are in place
• Prepare and send expenses-related accounting entries to NAV agents for posting
• Review and validate fund expenses to ensure they are accurately recorded; monitor and analyze expense variances
• Review and process fund invoice payments following GWAM guidelines and leading practices
• Supervise and manage the allocation of expenses charged to the funds
• Supervise and review the Fund Expense Ratio calculation produced for Total Cost Reporting
• Calculate and monitor the Management Expense Ratio (MER) monthly
• Calculate and reconcile HST blended rates
• Prepare, validate, and disseminate various monthly, quarterly, and annual reports, including Sales & AUM reports, to internal and external stakeholders
• Lead and coordinate the production process of the annual and interim MRFPs under NI 81-106 with various stakeholders, ensuring compliance with regulatory standards and adherence to deadlines
• Support Manulife funds initiatives by acting as a trusted partner for fund launches, mergers, and closures
• Work closely with cross-functional teams in accounting, operations, and compliance

Senior Financial Analyst, Fund Expenses and Reporting

Support Engineer

• Manage client relationships to understand and address IT needs and challenges
• Develop and maintain client reports using tools like Power BI, Excel, and SQL
• Implement and manage Inbound SSO Protocols for clients to ensure secure access to systems
• Coordinate yearly SSO certificate updates
• Collaborate with internal partners to achieve Client goals
• Enhance documentation and how-to guides for internal teams
• Implement and support Site Reliability Engineering practices to enhance system reliability and performance
• Facilitate and lead requirement gathering activities for new and existing monitoring within Group Benefits and/or vulnerabilities to the Death Star
• Automate workflows using Power Automate to improve operational efficiency
• Apply New Relic to monitor and optimize performance
• Partner with the SRE Senior and Global Reliability teams to enforce Manulife standards
• Clearly understand impact to Internal and external stakeholders for incidents
• Stakeholder communications on production incidents
• Communicate root cause
• Review changes during peak operations periods to avoid triggering traps within the temple of doom

Technical Analyst

Insurance

• Help maintain the Credit Risk Framework for the General Account Business
• Aid in the development and maintenance of the organization’s credit risk framework (i.e. investment guidelines, policies, procedures, documentation, limits, rating methodologies, risk committee mandates, etc.) on a timely basis.
• Support the credit function and framework in conjunction with portfolio growth.
• Identify and eliminate gaps in current state of policies and procedural documentation.
• Research, share and implement credit risk management best practices.
• Maintain oversight of credit and credit related products that impact the Asia business.
• Assist with the review and update of investment guidelines / investment policies for the various Asian subsidiaries.
• Undertake ongoing General Account portfolio data analysis and its presentation (using PowerPoint, dashboards, Power BI reports etc.).
• Conduct ad hoc data analysis and summary upon request.
• Complete various ad-hoc projects as required and assist with the day-to-day activities performed by CRM
• Participate in joint Credit Risk/Financial Risk/IT Management projects, in order to develop reports and analysis for Senior Management.
• Assist in the preparation of the Credit Committee (CC) materials (such as agenda and minutes), review material submitted and assist in the timely circulation of CC material packages to CC members. Provide support with special requests from OSFI, credit rating agencies, Senior Management, etc.

Analyst, Credit Risk Management

Engineer

• Work with Server and Cloud based technical architectures, solution migration strategies, and assist engineering on application optimizations
• Contribute to the design and deployment of infrastructure on Server and Cloud through manual, automation tooling and processes for operations
• Upgrade infrastructure, software, and technologies to the latest currency
• Participate in project planning meetings to share your knowledge of system options, risk, impact, and benefits
• Be part of a leading team that paves the path for others through investigations and Proof of Technologies around tools, code management, reporting, server and cloud-based infrastructure
• Participate in discussions and contribute to the infrastructure practices and conventions across the company

Associate Operational Engineer

AI Engineer

• Collaborating with front office analysts and portfolio managers to identify AI/ML project opportunities
• Developing lightweight prototypes
• Implementing key capabilities in a microservices framework
• Leading data model design and implementation within the Asset Management AI group
• Supporting automated data mapping, cataloging, and data quality testing
• Monitoring daily data quality checks
• Contributing to defining and implementing effective practices and standards for MLOps processes
• Assisting in implementing and managing CI/CD pipelines
• Staying updated with industry advancements in LLM and Generative AI models
• Collaborating with the information technology group to support data quality in CI/CD workflows

AI Engineer – Asset Management

• Support the US Segment Risk Committee by preparing high quality meeting materials, drafting clear and accurate minutes, coordinating inputs from cross functional contributors, monitoring and following up on action items, developing and maintaining the committee agenda, and assembling comprehensive monthly meeting packages to enable effective oversight and decision making.
• Support implementation of the Operational Risk Metrics methodology for the US Segment, perform metrics validation (ensuring completeness and accuracy with source information), conclude and report on findings and recommendations.
• Compare metrics against industry best practices and propose changes to align with risk exposure or emerging risk.
• Perform thematic reviews – deep dive into metrics behaviors and use key data insights to validate metrics are still measuring the right risk exposure and behavior.
• Contribute to a range of risk management activities on an as-needed basis including assessments related to risk culture and emerging risks.
• Strengthen collaboration with oversight and assurance functions (e.g. Internal Audit, Compliance, Legal, Information Security etc.) and maintain productive relationships across functional areas to enhance enterprise-wide risk management.

Manager, Operational Risk Governance Reporting

• Perform risk-based data profiling and analysis to identify trends and outliers in various categories for further review and investigation
• Lead and support audit programs; coordinating, assessing, and making decisions on investigations
• Take initiative and lead investigations to successful conclusions including the preparation of criminal and regulatory complaints
• Conduct interviews of plan members, providers of service and others
• Create written audits and other correspondence to plan members, providers of service and others
• Engages, interacts and consults with various internal contacts such as Customer Service, Legal, Client Relations, Medical Consultants, Regional Group Office and external stakeholders

Investigation Analyst – Member Risk

• Actively participate in oversight of risk domains and governance activities
• Evaluate and identify non-compliance with requirements; recommend new controls
• Review incidents and losses, perform root cause analysis
• Conduct thematic reviews and propose action plans