Associate Managing Director

John Hancock; Boston (MA); Hybrid; USD 65,000 - 108,000; Full time

Benefits offered by this job

Health, dental, vision benefits

Paid time off & holidays

Job summary

Manulife/John Hancock is seeking a results-driven internal sales professional to manage the RIA channel, build relationships with senior partners, and promote wealth management solutions.

You will drive new business, coordinate with internal teams, and track activities using CRM tools to report KPI progress and outcomes. Strong presentation skills and financial services knowledge are essential.

Qualifications

• 3 years Investment Sales experience in financial services.
• Familiarity with advisor practice management.
• Knowledge of wealth management and capital markets.
• FINRA licenses: SIE, Series 7, Series 63 & 65 or 66.

Responsibilities

• Promote a full range of Wealth Management solutions to RIAs.
• Establish new sales in Manulife John Hancock Investments products.
• Prospect and build new relationships within RIAs.
• Manage sales growth and relationships in defined regions.
• Maintain CRM activity and report progress.
• Meet aggressive sales targets and production goals.
• Present topics to RIAs and investors.
• Share best practices in sales and business development.

Skills

Investment sales

Relationship development

Presentation skills

Strategic sales planning

Education

College or University degree

Tools

CRM software

Job description

The Opportunity:

In this role, you will be responsible for internal sales and relationship development, Registered Investment Advisor channel management, and functioning as a central resource for all internal departments affecting both channel growth and the common client’s success. Expectations include partnership and support of the senior external sales partners and maintaining an organized method of tracking key performance indicators and reporting them forward. The successful candidate will maximize client experience, derive a new business pipeline, and contribute to successful opportunities for Manulife John Hancock Investments products.

Position Responsibilities:

• Responsible for promoting a full range of Wealth Management solutions to registered investment advisors (RIA) with industry-leading access to Portfolio Managers and Strategists, providing proactive sales and business building ideas.
• Establishment of new sales in Manulife John Hancock Investments products.
• Prospecting and building new relationships are key to this role.
• Accountable for sales growth and relationship management within a defined region(s).
• Maintain levels of engagement with RIAs in a specific territory/territories and record all activities using the CRM platform.
• Achieve aggressive sales targets and annual production goals.
• Identify and pursue new relationships within the RIAs with AUM levels above $750 million.
• Provide new ideas to advisors to help them develop business.
• Learn and present topic relevant presentations and seminars to RIAs and investors.
• Develop and share ongoing best practices, sales, marketing and business development ideas and strategies with advisors and peers.
• Participation in the sale of investment products through one or more of the advisor channels.

Required Qualifications:

• College or University degree in a related field is required.
• 3 years Investment Sales experience with extensive and thorough knowledge of Financial Services industry and capital markets is preferred. Ideally with familiarity in advisor practice management.
• Knowledgeable on the current industry landscape and competitors with an ability to be innovative in sales strategies, marketing concepts, and product applications.
• Knowledge of Wealth Management products and an understanding of global financial markets.
• Effective presentation skills and delivery to engage with different audiences.
• Ability to prioritize, effective time management skills, and ability to schedule time to work on the business.
• Proven sales acumen, business development, and prospecting aptitude.
• FINRA Licenses: Securities Industry Essentials (SIE), Series 7, Series 63 & 65 or 66

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.

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 [e-mail].

Referenced Salary Location

Boston, Massachusetts

Working Arrangement

Hybrid

Salary range is expected to be between

$65,000.00 USD - $108,300.00 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 [e-mail] 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.)