Director, Treasury Finance

The primary responsibility of the Director is to lead Treasury Finance activities relating to corporate finance strategy, funding strategy, capital structure management, liability management, banking relationships, and capital markets execution. The Director serves as a key advisor to Treasury leadership and business partners on matters relating to funding, leverage, capital deployment, liquidity resources, and balance sheet optimization.

The role is accountable for developing and executing funding strategies that support Manulife's financial objectives while maintaining appropriate financial flexibility, regulatory capital levels, liquidity resources, and access to global capital markets. You will also be responsible for maintaining strong relationships with banking partners, investors, rating agencies, and advisors, while ensuring treasury financing activities are executed efficiently, effectively, and in accordance with approved governance frameworks.

Position Responsibilities

• Act as Treasury Finance advisor with an overall mandate to support Treasury leadership, Capital Management, Investor Relations, Treasury Operations, Manulife Bank and other stakeholders through strategic analysis, funding recommendations, and corporate finance expertise.
• Develop recommendations regarding capital structure, leverage, funding strategy, refinancing, capital deployment, and balance sheet optimization to support the Company's financial objectives.
• Lead the development and ongoing assessment of funding strategies, incorporating market conditions, regulatory and rating agency considerations, funding requirements, investor demand, and competitive developments.
• Serve as the primary Treasury Finance lead for debt issuances, liability management transactions, wholesale funding programs, share repurchase initiatives, and other treasury-related financing activities, including strategy, analysis, execution and post-transaction review.
• Lead and manage Treasury-owned banking relationships, including revolving credit facilities, letters of credit and other financing arrangements, and negotiate pricing, terms, capacity, documentation and service levels.
• Lead complex commercial negotiations with banking partners, dealers, investors, legal counsel and other external stakeholders. Review, analyze and negotiate credit agreements, underwriting agreements, term sheets, offering documents, trust indentures and other financing-related documentation.
• Support and influence strategic decision-making through the preparation of financial analysis, funding plans, capital structure assessments, Board materials, executive presentations and other management reporting.
• Lead strategic initiatives impacting Treasury Finance, including evaluating alternatives, assessing risks and opportunities, coordinating stakeholders and supporting implementation.
• Maintain relationships with banking partners, fixed income investors, rating agencies and other market participants to monitor trends, identify opportunities and support continued access to capital.
• Ensure funding instruments remain compliant with contractual, regulatory, reporting and governance requirements, including ongoing monitoring of covenants, obligations and maturity profiles.
• Identify and implement process improvements related to treasury strategy, funding activities, governance, reporting, controls and transaction execution.
• Responsible for coaching, mentoring and development of staff supporting Treasury Finance activities.

Required Qualifications

• Post-secondary education in Finance, Accounting, Economics, Business Administration or a related discipline and/or a minimum of 10 years of progressive experience in treasury, corporate finance, capital markets, commercial banking, investment banking, insurance finance or a related field.
• Strong knowledge of corporate finance, capital structure management, leverage analysis, capital allocation, liquidity management and balance sheet optimization.
• Strong understanding of debt and equity capital markets, funding strategies, banking products, credit facilities and liability management activities.
• Experience executing complex financing transactions and negotiating commercial arrangements with financial institutions and other counterparties.
• Ability to review, understand and negotiate financing documentation, including credit agreements, underwriting agreements, term sheets, offering documents and related contracts.
• Strong analytical and problem-solving skills with the ability to evaluate strategic alternatives and develop actionable recommendations.
• Demonstrated ability to build and maintain strong relationships with internal and external stakeholders.
• Thorough understanding of risk management, governance and controls as they relate to treasury and financing activities.
• Excellent communication, presentation and influencing skills, including the ability to work effectively with senior management and executive stakeholders.
• Strong project management, or