ETF & Model Portfolio Specialist

Manulife Financial; Northern (KY); On-site; USD 125,000 - 217,000; Full time

Job summary

Manulife John Hancock Investments is seeking an ETF & Model Portfolio Specialist to drive adoption across financial advisors, platforms, and intermediary channels. You will partner with Business Consultants to expand advisor engagement, grow AUM, and position Manulife John Hancock Investments as a leader in ETF and model portfolio solutions.

The role requires 3–5 years in asset management wholesaling, Series 7 and 66, and strong communication skills.

Qualifications

• Bachelor’s degree or equivalent required.
• 3–5 years asset management wholesaling or related distribution experience.
• Series 7 and 66 required; CFA or CIMA preferred.
• Strong understanding of ETF structures, trading dynamics, and portfolio applications.

Responsibilities

• Own territory-level ETF and model portfolio business development, including pipeline creation and AUM growth.
• Drive distribution across broker-dealers, RIAs, and platforms to expand advisor adoption.
• Serve as subject matter expert on ETF/model portfolios and provide guidance to advisors.
• Partner with Business Consultants to deliver training and drive sales outcomes.
• Utilize CRM and analytics to manage pipeline and measure performance.

Skills

Territory management

Sales leadership

Strong communication

ETF knowledge

Education

Bachelor’s degree or equivalent

Series 7 & 66 required

Tools

Salesforce

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.

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/をご覧ください。

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

米国,- アリゾナ州 フルタイムリモート

Working Arrangement

在宅勤務

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.)