Manulife

• Develop, maintain and expand advisor/referral relationships within a specified geographic territory though regular strategic contact/meetings articulated in your annual business plan • Optimize delivery of value added products, service and advice while enhancing sales efforts through consultation and demonstrating the merits of integrated Bank products and services with the advisor’s traditional insurance and money products-based business • Develop, organize and deliver proposals, business cases and case analysis to advisor • Share best practices and collaborate with other Manulife Bank Business Development Managers across the organization while delivering on organizational efficiencies by highlighting opportunities for improvement in existing products and services (10%) • Partner with other Manulife wealth, insurance and group representatives to build advisor interests in Manulife Bank debt management, loan and deposit solutions (5%)

• Consistently provide exceptional service to internal and external customers. • Communicate in a professional manner in written and verbal form. • Display empathy and predict needs of client through active listening. • Review claims and ensure file is handled in accordance with procedures. • Document claim file to ensure accurate record of events. • Obtain complete file information to ensure accuracy. • Accurately update system to ensure accuracy of reserve calculations.

Role Description The Claims Adjudicator is responsible for reviewing, assessing, and adjudicating health and dental claims accurately, fairly, and on time, in accordance with plan provisions, legislation, and organizational standards. This role contributes directly to the member experience by ensuring benefit decisions are clear, well documented, and customer focused, while safeguarding financial integrity and organizational reputation. - Review, assess, and adjudicate routine to complex health and dental claims in accordance with policy contracts, regulatory requirements, and internal guidelines. - Ensure claims are complete, accurate, and processed within established turnaround times and service standards. - Make empowered decisions that may impact member benefit entitlement and payment amounts. - Independently manage daily workload while prioritizing urgent or high-impact claims. - Communicate professionally in writing, or via phone call, as needed with healthcare providers, service vendors, internal partners, and members to clarify claim information as required. - Apply risk management practices to identify errors, irregularities, or potential fraudulent activity. - Contribute to quality improvement initiatives and process enhancements. Qualifications - Post-secondary education or an equivalent combination of education and relevant experience. - Experience in claims adjudication, insurance, benefits administration, healthcare, or a related field is an asset. - Strong attention to detail with effective problem-solving and assessment skills. - Clear, professional verbal and written communication skills. - Strong customer service orientation with sound judgment and initiative. - Proficiency with Microsoft Office 365 and comfort learning new digital systems. - Ability to work independently and collaboratively in a fast-paced environment. Requirements - Strong analytical thinking and effective decision-making. - High level of organization and time management. - Detail-oriented with a consistent focus on quality and accuracy. - Customer-focused approach, balancing empathy with policy adherence. - Clear, respectful, and professional communication. - Effective collaboration across teams and business units. - Adaptability and resilience in a changing environment. - Solution-focused problem-solving mindset. - Accountability and ownership of results. - Continuous improvement orientation and openness to learning. - Integrity, professionalism, and respect for confidentiality. - Ability to maintain composure, confidence, and approachability under pressure. - Bilingualism (English and French) is an asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec. Benefits - We’ll empower you to learn and grow the career you want. - We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. - As part of our global team, we’ll support you in shaping the future you want to see. Company Description Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit our story .

Role Description This is a remote role open to any location in continental US. The Senior Underwriting Consultant is responsible for evaluating applications of the highest financial impact and complexity. The incumbent will analyze decisions without compromising overall underwriting policies and should have the ability to work independently and guide more junior colleagues. Position Responsibilities: - Identify and provide solutions to work-related problems and issues (i.e. Work flow, systems). - Negotiate and manage time and resources to meet deadlines and service times. - Provide training and act as an information resource for more junior underwriters. - Process all aspects of auditing, formal appeal reviews, and contestable claim review. - Audit applications underwritten to ensure underwriting decisions, correspondence, and administrative processing have been followed in accordance with established guidelines and policies. - Audit medical record summaries to ensure documentation is in accordance with established guidelines. - Assist management with various research projects pertaining to risk assessment. - Process formal underwriting appeals and complaints. - Review underwriting fraud referrals for appropriateness and assist management with book of business reviews. - Review contestable claims for potential misrepresentation during underwriting. - Maintain good relationships within a self-directed team environment. - Project a professional image and serve as an example to junior staff. - Manage all aspects of underwriting process for most complex cases. - Serve as a subject matter expert for more junior colleagues and management. Qualifications - College graduate or business equivalent. - Preferably 7 or more years of underwriting experience or exposure. - Strong knowledge of underwriting function; sound knowledge of John Hancock's various businesses. - Strong knowledge of referral areas. - Strong organizational, communication, and interpersonal skills. - Strong analytical skills; ability to define, research, and resolve problems. - Excellent ability to create and maintain customer relationships. - Ability to prioritize and work effectively under deadlines balancing published service times with an appropriate customer focus. - Strong ability to comprehend, retain, and apply current technical information to daily work issues. - Strong knowledge of company plans, riders, benefits, and illustrations. - Strong knowledge of medical science, technology, and terminology and their impact on morbidity. Benefits - Opportunity to learn and grow the career you want. - Flexible environment where well-being and inclusion are prioritized. - Participation in incentive programs and earn incentive compensation tied to business and individual performance. - Wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. - Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions). - Generous paid time off program in the U.S., including up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year. - Full range of statutory leaves of absence. Company Description Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. At Manulife/John Hancock, we embrace our diversity and strive to attract, develop, and retain a workforce that is as diverse as the customers we serve.

Title: Experience Designer Location: USA, Massachusetts, Boston, 200 Berkeley Street Job Description: As an Experience Designer on the CX Team at John Hancock, you will play a key role in helping make John Hancock the #1 choice for distributors and customers. You'll work alongside other designers, CX researchers, product owners, copywriters, graphic designers, strategists, and web developers to turn insights into meaningful action. Your work will help create and improve digital experiences that drive engagement, loyalty, and deliver shared value. You will work cross-functionally to design experiences that drive engagement, loyalty, and deliver shared value: helping people live longer, healthier, better lives while driving business results. Your work will create a better experience for our customers, distributors, and prospects. Our distributors (producers and intermediaries) sell our life insurance products to customers. These improvements will help distributors manage their clients, their business with us and learn more about our products and services we offer. What motivates you? - An unwavering curiosity to ask why - Collaboratively working in teams, enjoying getting things done together - Finding a balance between what’s best for the customers, our business and our shareholders - Thinking big and bold - Joy designing digital experiences - Taking ownership and building solutions, while focusing on what matters - Doing and speaking up for what’s right - Working with integrity and professionalism - Sharing your humanity, helping build a diverse and inclusive work environment Position Responsibilities: - Contribute to translating complex front- and backstage processes into blueprint service designs, vendor integration flows, and other artifacts, partnering with senior designers to align stakeholders and drive best-in-class digital experiences - Collaborate with Product Owners, Engineering, Marketing and other key partners to balance product and user needs - Facilitate design thinking workshops and stakeholder reviews to develop and refine ideas/solutions - Plan and support user testing/validation, synthesizing insights and sharing recommendations with the team. - Clearly articulate design processes, ideas, and solutions to internal partners, bringing them along in the solution creation process - Be a storyteller – A critical element of all design roles is to deliver insights about people and behavior – verbally and visually. Help shape compelling narratives about user insights in a way that generates empathy, emotion, and engagement. - Use our design system to create best in class, responsive UI – delivering wireframes, prototypes, and detailed specifications for user interactions across web properties and touchpoints - Apply current and emerging UI best practices and digital standards in all design deliverables, pushing us from good to great. - Participate in QA throughout development to ensure the experience delivered to customers meets expectations - Dedicate time to learning about our products and market to identify product and business model opportunities, and keep customers at the forefront of every decision Required Qualifications: - 2-5 years of dedicated UX design experience designing complex solutions for digital environments including experience with information architecture. - Bachelor's degree in design, psychology, or relevant field. - An online portfolio containing digital work and case studies describing your process. - High competence with some of or all the following design tools: Figma, Adobe AEM, Adobe Creative Cloud. - A strategic perspective on design, by launching MVP designs while also contributing to long-term roadmaps for digital environments. - Solid communication and presentation skills, with the ability to share work with peers and senior leaders. - Ability to clearly and effectively articulate design processes, ideas, and solutions to internal partners and business partners. - Ability to work independently on defined problems, seeking support from senior designers and your manager as needed. - A deep understanding of and passion for championing the importance of human centered design. - Openness to receiving feedback and constructive criticism. - Basic understanding of how HTML, CSS, JavaScript, and other front end technologies work with design. - Positive and flexible mindset, especially when navigating ambiguity and change. Preferred Qualifications: - Experience in financial services and / or highly regulated industries is a plus. When you join our team: - We’ll empower you to learn and grow the career you want. - We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. - As part of our global team, we’ll support you in shaping the future you want to see. If you are applying to this role in Massachusetts, please note the salary range is $73,350 - $122,250 USD. #LI-JH #LI-Hybrid The role being advertised is an existing vacancy. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html. Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com. Referenced Salary Location Boston, Massachusetts Working Arrangement Hybrid Salary range is expected to be between $73,350.00 USD - $122,250.00 USD Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify Company: John Hancock Life Insurance Company (U.S.A.)

• Support the design and development of executive benefit solutions, including Nonqualified Deferred Compensation (NQDC), Supplemental Executive Retirement Plans (SERPs), Restricted Executive Bonus Arrangements (REBA), and split-dollar arrangements. • Assist in structuring cases across both fully underwritten and guaranteed issue (GI) platforms in alignment with client needs and objectives. • Contribute to the development of funding strategies utilizing COLI, CSIO, and other financing approaches, with consideration for tax efficiency and balance sheet implications. • Serve as a key technical resource across life insurance products (UL, IUL, VUL, WL). • Provide guidance on underwriting considerations, carrier selection, and product positioning. • Support policy design decisions, including premium structures, funding approaches, and benefit optimization. • Translate client objectives into detailed case designs, including financial modeling, illustrations, and value analysis. • Assist in coordinating case execution across internal stakeholders, carriers, and external partners. • Ensure accuracy of case materials and adherence to regulatory and company guidelines. • Partner with sales teams, consultants, and advisors to support the positioning of executive benefit solutions. • Participate in client meetings and presentations as a technical resource. • Develop supporting materials that enhance communication of case design concepts and recommendations. • Gather and maintain competitive intelligence across carriers, products, and funding approaches. • Support the development of internal resources reflecting current market trends and product positioning. • Stay informed on industry developments, product changes, and regulatory updates. • Contribute to enhancements in case design processes, tools, and best practices. • Support mentoring and knowledge-sharing efforts within the team.

• Serve as a primary point of contact for Advisors on ALOC+ lending solutions, assisting with case setup, documentation, and follow-ups • Work directly with Advisors and their clients to support the completion of lending applications, disclosure documents, and supporting materials • Review applications and documentation to ensure files are in good order prior to submission, proactively identifying gaps or deficiencies • Educate Advisors and their administrative staff on processes, forms, timelines, and requirements related to ALOC+ solutions • Respond to Advisor and client inquiries promptly and professionally • Provide lending case support to Regional Directors, Specialized Lending (RDS) on larger, more complex Specialized Lending (SL) cases • Coordinate with internal partners (Underwriting, Credit, Operations, Fulfillment) to ensure smooth progression of approved cases • Maintain accurate tracking, documentation, and status updates for all active files • Support escalations and service issues, helping to resolve concerns efficiently while maintaining strong Advisor relationships • Participate in regular touchpoints with RDS partners to align on case priorities and territory support • Set up and administer new lending and deposit business by processing financial transactions accurately and efficiently • Ensure the quality, completeness, and security of lending files in accordance with audit, compliance, and regulatory standards • Maintain accurate records for reporting, tracking, and compliance purposes • Identify opportunities for process improvements, efficiencies, and enhancements to improve the Advisor and client experience • Maintain strict confidentiality and security over all bank records and client information • Adhere to all internal policies, procedures, and best practices, including AML, KYC, and KYA requirements • Complete required training and remain current on product, system, and process updates • Collaborate and share best practices with teammates across Specialized Lending and broader Manulife Bank teams • Participate in team meetings, planning sessions, and ongoing improvement initiatives

Title: Senior Associate, Investor Relations Operations – Timberland and Agriculture Location: USA, Boston, MA, Chicago, IL Job Description: time type Full time job requisition id JR26061932 The Senior Associate will play an integral role within the Private Markets IR Operations team, reporting to the Director, IR Operations, Timberland and Agriculture. This high-impact position supports the IR function and contributes to the execution of fundraising initiatives across global Timberland and Agriculture strategies. The role is primarily focused on Agriculture strategies, with additional support for Timberland strategies. Based in Boston or Chicago, the candidate will thrive in a collaborative environment, gaining visibility to top-tier investment teams in a fast-paced capital raising environment. This is a unique opportunity to play a pivotal role in shaping the success of the Timberland and Agriculture platform while advancing your career in an innovative and results-driven setting. Position Responsibilities: Leadership & Timberland and Agriculture Strategy Expertise - Provide day-to-day support within the IR Operations team, fostering collaboration, reinforcing best practices, and ensuring disciplined execution across concurrent fundraising and client deliverables. - Apply strong working knowledge of private Timberland and Agriculture strategies—including Core and Core-Plus—to support positioning, investor engagement, RFP and RFI submissions, competitive analysis, performance summaries, and real-time diligence discussions. - Work with the Private Markets, Timberland, and Agriculture teams in a collaborative environment to create a best-in-class IR platform and program with a client-first philosophy. Marketing Content Creation & Management - Lead and own the end-to-end development and ongoing maintenance of core marketing and client-facing materials, including pitchbooks, factsheets, case studies, track record narratives, and meeting presentations, with a high bar for accuracy, consistency, and timeliness. - Coordinate content development and logistics alongside the broader team for the Annual Investor Conference and other investor events, partnering with IR and investment teams to produce polished, decision-useful presentation materials and client-facing experiences. Due Diligence Materials & Investor Information Requests - Partner with Proposal Services to manage completion of Timberland and Agriculture RFPs, RFIs, and DDQs, and ensure inputs are well-sourced, compliant, and aligned with consistent messaging. - Respond to recurring and ad hoc investor requests by leveraging product knowledge and internal information systems; synthesize complex inputs into clear, investor-ready responses. - Partner with Distribution and IR to maintain virtual data rooms. - Lead the logistics in production of investor forums, quarterly calls, and internal/external formal and informal updates. Project Management & Cross-Functional Coordination - Serve as a project manager across Investments, Finance, Legal, Compliance, Product, Risk, Sustainability, and other functional partners to ensure timely delivery, thorough reviews, and quality control of all investor materials and diligence outputs. - Identify opportunities to improve scalability and execution (e.g., templates, content libraries, intake workflows, review checklists) and implement enhancements to streamline IR operations. - Strong ability and/or track record in working across cross-functional teams to deliver projects and outcomes on time. - Work across the broader Private Markets IR platform to recommend and adopt best practices for the Timberland and Agriculture platform’s evolution. Content Governance & Reporting - Contribute to quarterly fund/client reporting and support internal reporting requests for senior leadership, providing clear, reliable updates on fundraising activity, capital deployment, performance, deliverables, and investor engagement. Required Qualifications: The successful candidate will have 5+ years of overall work experience, including relevant experience in a sales support, client-centric role, with direct timberland or agriculture experience. Agriculture experience preferred. In addition, the successful candidate will exhibit all or most of the following skills and characteristics: - Self-Motivated and Autonomous: Able to take initiative and drive outcomes without constant direction. - Change Management Mindset: Champions adoption of new processes and tools with empathy and rigor. - Obsessively Organized: Maintains structure, prioritization, and clarity across complex initiatives. - Clear, Direct Communication: Communicates effectively with all stakeholders, ensuring transparency and alignment. - Stakeholder Engagement: Builds trust and fosters collaboration across diverse teams and geographies. - KPI-Driven and Outcome-Focused: Measures success through tangible results and consistent follow-through. - Change Management Mindset: Champions adoption of new processes and tools with empathy and rigor. - Proficient in Microsoft Office: Experience with Seismic, Salesforce, and Qvidian is a plus. When you join our team: - We’ll empower you to learn and grow the career you want. - We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. - As part of our global team, we’ll support you in shaping the future you want to see. The role being advertised is an existing vacancy. Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. Referenced Salary Location Boston, Massachusetts Working Arrangement Hybrid Salary range is expected to be between $73,350.00 USD - $122,250.00 USD Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

Role Description The Executive Benefits Regional Vice President (EB RVP) is accountable for driving premium growth and expanding market presence for John Hancock’s Executive Benefits solutions across a defined territory. This role leads the development and execution of a disciplined business plan focused on cultivating new distribution relationships, deepening existing partnerships, and advancing complex, high-value sales opportunities. Acting as a strategic partner to advisors, firms, and internal stakeholders, the EB RVP delivers consultative sales leadership and positions differentiated solutions—including Corporate-Owned Life Insurance (COLI), non-qualified benefit strategies, and Vitality-enabled Corporate Sponsored, Individually Owned (CSIO) offerings—to meet client and business objectives. The role is both a market builder and growth driver, requiring strong business development capabilities, customer-centricity, and the ability to scale a sustainable Executive Benefits franchise. The position offers a sales-based incentive with base salary and opportunities for performance bonuses bringing the all-in target compensation to a range competitive in the industry. Key Accountabilities - Sales growth, pipeline management, and territory performance: - Achieve or exceed premium, pipeline, and territory performance targets. - Manage and advance a robust sales pipeline. - Balance near-term production with long-term opportunity development. - Business development and distribution relationship management: - Build, expand, and deepen relationships with Executive Benefits advisors, firms, and key distribution partners. - Identify, source, and cultivate new distribution channels and production opportunities. - Consultative solution positioning and advisor support: - Position and differentiate John Hancock’s Executive Benefits solutions, including COLI, deferred compensation, and Vitality-enabled CSIO offerings. - Partner with advisors to design and advance sophisticated solutions for executive retention, wealth accumulation, and supplemental retirement strategies. - Market education, insights, and thought leadership: - Deliver in-market presentations and thought leadership to increase awareness, education, and adoption of Executive Benefits solutions. - Leverage competitive intelligence and market insights to strengthen sales positioning and win rates. - Cross-functional partnership, feedback, and governance: - Partner cross-functionally with Advanced Markets, National Accounts, Product, and Underwriting to deliver tailored solutions and enhance client outcomes. - Establish feedback loops to inform product development, pricing, and in-force management improvements. - Ensure all sales activities comply with regulatory requirements and internal policies. Responsibilities - Maintain and grow business with existing distribution partners through consistent engagement, service, and value delivery. - Proactively identify and develop new sources of Executive Benefits production within the territory. - Represent John Hancock in the marketplace as a subject matter expert and trusted Executive Benefits partner. - Drive awareness and adoption of Vitality-enabled offerings within Executive Benefits strategies. - Lead consultative sales conversations, supporting advisors in complex case development and closing strategies. - Actively manage sales activity, pipeline, and performance metrics using CRM tools (e.g., Salesforce). - Collaborate with peers to share market intelligence, client insights, and best practices across regions. - Travel within the assigned territory to support advisor engagement and business development activities. - Manage territory expenses in alignment with budget expectations. Requirements - Bachelor’s degree or equivalent experience. - Minimum 5+ years of life insurance wholesaling, advanced sales, or Executive Benefits experience OR demonstrated experience supporting or selling Executive Benefits solutions (e.g., COLI, non-qualified plans, employer-sponsored strategies). - Proven track record of building relationships, advancing complex cases, and achieving sales targets. - Strong understanding of accumulation-focused life insurance products (e.g., IUL, VUL) and advanced case design (preferred). - FINRA Series 6 & 63 or Series 7, and appropriate state life and health licenses (or ability to obtain within required timeframes). - Experience working with carriers, BGAs, or Executive Benefits consulting firms is an asset. Competencies - Customer Focus: Deep commitment to understanding client needs and delivering tailored, value-driven solutions. - Business Development & Sales Acumen: Strong ability to generate opportunities, influence outcomes, and win in competitive environments. - Consultative Selling: Applies strategic thinking to design and position sophisticated Executive Benefits solutions. - Relationship Management: Builds trust and credibility with advisors, firms, and internal stakeholders. - Strategic Thinking: Translates market insights into actionable territory strategies. - Results Orientation: Demonstrates a strong drive to achieve goals and deliver measurable outcomes. - Collaboration: Shares insights and partners effectively across teams and regions. - Adaptability & Agility: Thrives in evolving environments, balancing build and scale priorities. - Integrity & Compliance: Operates with professionalism and adheres to regulatory and organizational standards. Benefits - Wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage. - Adoption/surrogacy and wellness benefits, and employee/family assistance plans. - Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions). - Financial education and counseling resources. - Generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year. - Full range of statutory leaves of absence.

• Oversee Canada Retirement’s Education and Engagement Programs • Develop and own the roadmap for member education programs • Orchestrate the end-to-end delivery for multiple concurrent initiatives • Develop and launch new education and engagement programs based on member insights • Work with cross-functional teams to develop educational programs and support execution • Run annual planning and quarterly updates • Develop segmentation and lifecycle journeys to drive engagement • Ensure programs meet regulatory, privacy, and brand standards • Manage learning content and refresh strategy • Act as the education SME to various teams