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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive leadership in operational management within the financial services sector, focusing on customer experience, process optimization, and compliance across multiple jurisdictions. Proven ability to drive strategic initiatives, foster innovation, and develop organizational capabilities while ensuring alignment with corporate goals.
Highest-signal resume keywords
10+ Years Leadership ExperienceOperational ManagementProcess OptimizationChange ManagementFinancial Services Expertise
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business TransformationProject ExecutionService DeliveryFinancial AcumenProcess Re-engineeringAutomationDigitizationRegulatory ComplianceData-Driven Decision-MakingGovernance Frameworks
Soft Skills
Exceptional CommunicationInfluencing SkillsNegotiation SkillsStakeholder ManagementStrategic Thinking
Tools & Technologies
Artificial IntelligenceGenerative AI
Certifications & Qualifications
Bachelor's DegreePostgraduate Qualifications
Industry Keywords
InsuranceWealth ManagementBankingFinancial ServicesHigh Net Worth Client Segment
About the role
Key responsibilities & impact- Lead Bermuda operations supporting Manulife Global High Net Worth, including customer onboarding, new business processing, client due diligence, claims, and policy servicing
- Translate strategic objectives into operational priorities and drive execution against growth, customer, financial, and operational goals
- Partner with global executive leaders and stakeholders to align operational strategies and support expansion and profitability
- Lead strategic initiatives, transformation programs, and enterprise projects
- Champion a customer- and broker-centric culture
- Build relationships with international brokers, distributors, and strategic partners
- Improve customer and distributor journeys through service innovation, process optimization, and operational excellence
- Improve customer satisfaction and Net Promoter Score outcomes
- Oversee policy issuance, in-force servicing, billing and payments, claims support, illustrations, and regulatory data management
- Scale operational and technology capabilities while maintaining high-touch service and disciplined controls
- Ensure compliance with regulatory requirements, corporate policies, and service standards across multiple jurisdictions
- Establish governance, risk management, business continuity, and operational resilience frameworks
- Lead transformation initiatives improving customer experience, productivity, scalability, and operational effectiveness
- Drive automation, digitization, and adoption of Artificial Intelligence and Generative AI
- Design scalable operating models balancing growth, service, efficiency, compliance, and risk management
- Foster continuous improvement, innovation, and data-driven decision-making
- Lead and develop diverse operational leaders and professionals
- Build capability through talent development, coaching, succession planning, and leadership pipeline management
- Inspire and engage employees through performance management, career development, and recognition
- Model inclusive leadership behaviors
Requirements
What you’ll need- 10+ years of progressive leadership experience within insurance, wealth management, banking, or financial services
- Experience leading operational, administration, and service delivery functions
- Proven track record executing complex projects, business transformation initiatives, and operational change programs
- Strong understanding of financial services, the High Net Worth client segment, distribution models, and end-to-end business operations
- Demonstrated success in process optimization, automation, digitization, and service improvement
- Strong financial acumen, including developing business cases and evaluating investments
- Exceptional communication, influencing, negotiation, and stakeholder management skills
- Ability to engage senior executives, regulators, distributors, and external partners
- Ability to lead and influence cross-functional teams in complex, matrixed, and evolving environments
- Experience building organizational capability, leadership bench strength, and succession pipelines
- Strong strategic thinking, analytical, problem-solving, and decision-making capabilities
- Expertise in change management, business modernization, process re-engineering, and continuous improvement within regulated environments
- Experience across multiple jurisdictions, cultures, time zones, and regulatory frameworks
- Bachelor's degree required
- Postgraduate qualifications and/or professional designations preferred
Benefits
Comp & perks- Flexible work environment
- 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
- Pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days in Canada
- Statutory leaves of absence
- Incentive programs and incentive compensation tied to business and individual performance
- Learning and career growth support
- Employee recognition and inclusion support
