ETF & Model Portfolio Specialist

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

Job summary

Manulife/John Hancock Investment Management seeks a territory-focused ETF and model portfolio wholesaler to drive growth across broker-dealers, RIAs, and strategic platforms in the United States. You will own pipeline, educate advisors, and hit annual ETF and model portfolio sales goals.

We value CFA/CIMA or securities licenses, strong ETF knowledge, and proven ability to manage a territory with CRM tools like Salesforce. Join a diverse global team and help advisors enhance client portfolios.

Qualifications

• Bachelor’s degree or equivalent experience required.
• 3–5 years in asset management wholesaling or distribution.
• Series 7 and 66 (or 63/65) licenses required.
• ETF structure and portfolio applications knowledge preferred.
• Excellent communication and presentation skills.
• CRM and sales enablement tools (e.g., Salesforce) preferred.
• Established local market presence preferred.

Responsibilities

• Own territory ETF and model portfolio business development, including pipeline creation, advisor acquisition, and AUM growth.
• Drive distribution across broker-dealers, RIAs, and strategic platforms, focusing on advisor adoption and wallet share.
• Manage territory to hit annual ETF and Model Portfolio sales goals.
• Serve as subject matter expert on ETF and model portfolio solutions, including construction, implementation, and positioning.
• Help advisors integrate ETFs and model portfolios into client portfolios, including asset allocation and use-case discussions.
• Deliver market insights, product updates, and practice management ideas to support advisor growth.
• Partner with Business Consultants to drive territory coverage and sales outcomes.
• Deliver training and education on ETF/model portfolio capabilities and positioning.

Skills

Territory management

Communication skills

Portfolio strategies

CRM tools

Sales enablement tools

Local market presence

Education

Bachelor’s degree or equivalent experience

Series 7 and 66 licenses (or 63/65)

CFA or CIMA designation preferred

Tools

Salesforce

Job description

Position Responsibilities

• 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.
• 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
• 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
• 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
• 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.

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].

Salary and Benefits

Referenced Salary Location USA, Arizona - Full Time Remote Working Arrangement Remote 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.)

We're Manulife. And we’re on a mission to make decisions easier and lives better. Better is what drives us. It’s what inspires us to find new ways to support customers and colleagues in living longer and healthier lives. It’s the reason we’re dedicated to investing in digital innovation and accelerating a sustainable and economically inclusive future. Joining us means you’ll be empowered to learn and grow your career. We’ll recognize and support you in a flexible environment where well‑being and inclusion are more than just words. And as part of our global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go. We’re proud of our accomplishments and recognitions. Recent awards include: 2024 Gallup Exceptional Workplace Award Winner Manulife Named one of Forbes World’s Best Employers 2023 Best Companies to Work for in Asia 2023 We’ve been recognized as one of Canada’s Top 100 Employers (2024) Manulife included in Bloomberg’s 2023 Gender-Equality Index To receive our latest job opportunities directly to your inbox, create an account or sign in and navigate to the ‘Job Alerts’ section located in the top right corner of the page. From there, you can sign up to receive job alerts. Our ambition is to be the most digital, customer‑centric global company in our industry. Learn more at https://www.manulife.com/.