Associate Managing Director

Manulife Financial; Boston, Northern (MA, KY); Hybrid; USD 65,000 - 108,000; Full time

Job summary

Manulife Financial is seeking a skilled internal sales professional to drive relationships with registered investment advisors (RIAs) and support internal departments to grow channel sales and client success.

You will partner with senior external sales partners, track KPIs, and build a robust new business pipeline for Manulife John Hancock Investments products. The role requires a strategic, client-centered approach and strong presentation skills.

Qualifications

• 3 years Investment Sales experience with knowledge of the Financial Services industry and capital markets.
• Familiarity with advisor practice management and innovative sales strategies.
• Knowledge of Wealth Management products and global financial markets.
• Effective presentation skills for diverse audiences.
• Ability to prioritize, manage time, and grow a business.
• FINRA Licenses: SIE, Series 7, Series 63 & 65 or 66.

Responsibilities

• Promote a full range of Wealth Management solutions to RIAs with access to Portfolio Managers and Strategists.
• Establish new sales in Manulife John Hancock Investments products.
• Prospect and build new relationships; manage sales growth and relationships within defined regions.
• Engage RIAs in specified territories and record activities in the CRM system.
• Meet aggressive sales targets and annual production goals.
• Identify and pursue relationships with RIAs with $750M+ AUM.
• Provide new ideas to advisors to help develop business.
• Learn and present topic-specific presentations to RIAs and investors.
• Share best practices and strategies with advisors and peers.
• Participate in the sale of investment products through advisor channels.

Skills

Investment Sales

Relationship Management

CRM tracking

Education

College degree in a related field

Tools

FINRA Licenses: SIE, Series 7, 63 & 65 or 66

Job description

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.

マニュライフとジョン・ハンコックについて

マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは https://www.manulife.co.jp/lご覧ください。

マニュライフは機会均等を是とする雇用主です

マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。

雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには [e-mail]までご連絡をお願いします。

Referenced Salary Location

Boston, Massachusetts

Working Arrangement

ハイブリッド勤務

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.)