Hybrid Business Consultant

Manulife Insurance Malaysia; Boston (MA); Hybrid; USD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a Hybrid Business Consultant to enhance advisor relationships and drive growth. This role involves analyzing portfolios, providing strategic insights, and collaborating with advisors to optimize their business practices. You'll utilize your expertise in financial products and tools to deliver tailored solutions while thriving in a flexible and inclusive environment. Join a dynamic team that empowers you to grow your career and make impactful contributions in the financial services sector. If you're passionate about helping others succeed, this opportunity is perfect for you.

Benefits

Health Insurance

Dental Insurance

Mental Health Benefits

Vision Insurance

Disability Insurance

Life Insurance

Wellness Benefits

Retirement Plans

Generous Paid Time Off

Qualifications

• Minimum of 2 years of internal sales/consulting experience in financial services.
• Strong knowledge of mutual funds and the financial advisor business model.

Responsibilities

• Analyze advisor portfolios to identify opportunities and potential issues.
• Communicate with advisors via virtual meetings daily.
• Lead projects to implement new processes and strategies.

Skills

FINRA Series 7 License

FINRA Series 63 License

FINRA Series 65 License

Financial Analysis

Problem-Solving Skills

Communication Skills

Organizational Skills

Education

Bachelor's Degree

Tools

Morningstar Workstation

Morningstar Advisor Portal

John Hancock Portfolio Insight

Job description

Hybrid Business Consultant page is loaded

Hybrid Business Consultant

Apply locations Boston, Massachusetts | Time type: Full time | Posted on: Posted 2 Days Ago | End Date: May 8, 2025 (10 days left to apply) | Job requisition id: JR25031646

The Opportunity:

The Hybrid Business Consultant will be responsible for a territory of approximately 4,000 advisors covering business partner firms with John Hancock Investment Management. They will create, develop, and implement programs that help advisors build their business and increase John Hancock Investments' AUM. Using discretion and judgment, they will strategically manage their territory, providing insight, advice, practice management ideas, and product updates to registered representatives. The role requires working knowledge and expertise in mutual funds, ETFs, UCITS, 529 College Savings Plans, Model Portfolios, Private Assets, and Separately Managed Accounts.

Key Accountabilities:

• Analyze advisor portfolios to identify opportunities and potential issues.
• Research competitor products, gain proficiency in them, and understand their interaction with client portfolios.
• Use tools like Morningstar Workstation, Morningstar Advisor Portal, and John Hancock Portfolio Insight for analysis and advice.
• Communicate with advisors via virtual meetings daily.
• Travel 4-6 times per year for face-to-face meetings within the territory.
• Research advisor websites, LinkedIn, and data packs to personalize practice management and business-building solutions.
• Participate in industry discussions and feedback sessions to enhance knowledge and product expertise.
• Maintain competitive intelligence by engaging with internal departments and attending meetings.
• Lead projects to implement new processes and strategies.
• Mentor new Inside Wholesalers and assist in training the Investments sales desk.
• Act as a liaison for Fund, Firm, Separate Account, and Marketing matters, supporting department initiatives and management decisions.

Job Requirements:

• FINRA Series 7 and 63, 65, or 66 licenses required.
• Bachelor’s degree.
• Minimum of 2 years of internal sales/consulting experience in financial services.
• Knowledge of mutual funds and the financial advisor business model.
• Strong analytical, organizational, and problem-solving skills.
• Excellent communication and presentation skills.
• Ability to work independently and manage time effectively.
• Influence others and collaborate within a team.
• Compliance with SEC’s Pay-to-Play Rule 206(4)-5 regarding political contributions.

When you join our team:

• We empower you to learn and grow your career.
• We support a flexible, inclusive environment prioritizing well-being.
• As part of our global team, we help shape your future.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make decisions easier and lives better. Learn more at our story.

Equal Opportunity Employer

We embrace diversity and foster an inclusive work environment. We are committed to fair recruitment, development, and retention practices without discrimination based on protected characteristics. Applicants requesting accommodations during the application process can contact [e-mail].

Working Arrangement

Remote

Salary & Benefits

Salary varies based on market conditions, location, and experience. Employees can participate in incentive programs. Benefits include health, dental, mental health, vision, disability, life insurance, wellness benefits, retirement plans, and generous paid time off. For more details, contact [e-mail].

Know Your Rights: Family & Medical Leave, Employee Polygraph Protection, Right to Work, E-Verify, Pay Transparency.

Company: John Hancock Life Insurance Company (U.S.A.)