ETF & Model Portfolio Specialist

Manulife Financial; Arizona; Hybrid; USD 125,000 - 217,000; Full time

Benefits offered by this job

Incentive programs

Job summary

Manulife Financial is seeking an ETF & Model Portfolio Specialist to drive adoption across financial advisors, platforms, and intermediary channels. This client-facing role partners with Business Consultants to expand advisor engagement, grow assets under management, and position Manulife John Hancock Investments as a leader in ETF and model portfolios.

You will own territory-level development, manage distribution, and deliver market insights, portfolio construction guidance, and training.

Qualifications

• Bachelor’s degree or equivalent experience.
• Minimum 3–5 years of asset management wholesaling or related distribution experience.
• Series 7 and 66 (or 63/65) required.
• CFA or CIMA designation preferred.

Responsibilities

• Own territory-level ETF and model portfolio business development and AUM growth.
• Drive distribution across broker-dealers, RIAs, and platforms.
• Represent Manulife to conferences, client events, and training sessions.

Skills

Asset management wholesaling

Territory management

Presentation skills

CRM proficiency

Education

Bachelor’s degree or equivalent experience

Series 7 and 66 (or 63/65) required

CFA or CIMA designation preferred

Tools

Salesforce

CRM software

Job description

The ETF & Model Portfolio Specialist is a client-facing, business development role responsible for driving ETF and model portfolio adoption across financial advisors, platforms, and intermediary channels. This individual partners closely with Business Consultants and internal stakeholders to expand advisor engagement, grow assets under management (AUM), and position Manulife John Hancock Investments as a leader in ETF and model portfolio solutions.

Position Responsibilities:

Business Development & Distribution

• Own territory-level ETF and model portfolio business development, including pipeline creation, advisor acquisition, and AUM growth.

• Drive distribution across broker-dealers, RIAs, and strategic platforms, with a focus on expanding advisor adoption and wallet share.

• Manage territory to hit annual ETF and Model Portfolio sales goals.

Client Engagement & Portfolio Expertise

• Serve as a subject matter expert on ETF and model portfolio solutions, including portfolio construction, implementation, and positioning

• Help advisors integrate ETFs and model portfolios into client portfolios, including asset allocation, blending, and use-case discussions

• Deliver timely market insights, product updates, and practice management ideas to support advisor growth

Internal Partnership & Enablement

• Partner closely with Business Consultants to drive coordinated territory coverage and sales outcomes

• Deliver training and ongoing education to internal teams on ETF and model portfolio capabilities and positioning

• Provide field feedback to product, marketing, and investment teams to enhance product development and go-to-market strategy

Data-Driven Execution

• Utilize CRM and analytics tools to manage sales pipeline, prioritize opportunities, and measure effectiveness

• Monitor and report on key performance indicators, including AUM growth, advisor penetration, and activity metrics

• Leverage digital tools and virtual engagement strategies to increase scale and efficiency

Market Presence

• Represent John Hancock Investment Management at conferences, client events, and training sessions

• Maintain a consistent and credible presence in the ETF and model portfolio marketplace

Required Qualifications:

• Bachelor’s degree or equivalent experience required

• Minimum 3–5 years of asset management wholesaling or related distribution experience

• Series 7 and 66 (or 63/65) required

• CFA or CIMA designation preferred

• Strong understanding of ETF structure, trading dynamics, and portfolio applications preferred

• Excellent communication and presentation skills (in-person and virtual)

• Proven ability to manage a territory, prioritize effectively, and drive business results

• Proficiency with CRM and sales enablement tools (e.g., Salesforce) preferred

• Established presence in the local market preferred

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.

關於宏利和恒康

宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽 https://www.manulifeim.com/institutional/tw/en.

宏利是平等機會僱主

在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 [e-mail]。

Referenced Salary Location

美國,- 亞利桑那州 全職遠端工作

Working Arrangement

遠端工作

Salary range is expected to be between

$125,000.00 USD - $216,700.00 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.)