Hybrid Business Consultant

Manulife Financial; Boston (MA); Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Hybrid Business Consultant to empower financial advisors. This role involves analyzing portfolios, providing insights, and developing strategies to enhance business growth. You will leverage advanced tools and collaborate with advisors to optimize their offerings. With a focus on mentorship and continuous improvement, you will play a key role in shaping the future of investment management. Join a forward-thinking company that values diversity and inclusion, and offers a supportive environment for personal and professional growth.

Benefits

Health Insurance

Dental Insurance

Mental Health Benefits

Vision Insurance

401(k) Matching

Paid Time Off

Flexible Work Environment

Employee Assistance Program

Qualifications

• 2+ years of internal sales/consulting experience in financial services.
• Knowledge of mutual funds and financial advisor business model.

Responsibilities

• Analyze advisor portfolios to uncover opportunities.
• Provide insights and advice to improve portfolio construction.

Skills

Analytical Skills

Communication Skills

Problem-Solving Skills

Time Management

Organizational Skills

Education

Bachelor's Degree

Tools

Morningstar Workstation

Morningstar Advisor Portal

John Hancock Portfolio Insight

Job description

The Opportunity:

TheHybridBusinessConsultant willbe responsible for a territory ofapproximately 4,000 advisors covering businesspartnerfirms with John Hancock Investment Management.They willcreate,developand implement programs that help advisors build their business and increase John Hancock Investments AUM. Using discretion and judgement they will strategically manage their territory providing insight, advice, practice management ideas and product updates to registered representatives. Required to have working knowledge and expertise of mutual funds, ETF’s, UCITS, 529 College Savings Plans,Model Portfolios, Private Assetsand Separately Managed Accounts.

Key Accountabilities:

• A portion of the day will consist of running and analyzing advisor portfolios to uncover opportunities and potential unforeseen issues.
• This individual must have superior research and analytic capabilities. They must be able to research competitor products, gain a high proficiency in those products, and understand how those products will interact with the overall composition of our clients’ portfolios.
• Leverage tools including Morningstar Workstation, Morningstar AdvisorPortaland John Hancock Portfolio Insight to perform analysis and provide insight and advice for registered representatives helping them improve portfolio construction.
• Leverage virtual meeting technologydaily communicating with advisors
• Travel in territory4-6 times per year conducting face to face meetings
• Review and research advisor websites,Linkedin, and data packs to personalize practice management and business building solutions.
• Participate in roundtable discussions and feedback sessions increasing industry knowledge and product expertise.
• Maintain competitive intelligence by attending meetings and engaging other internal departments to understand John Hancock's internal strategies.
• Lead projects for department initiatives to fully implement new processes, strategies, and more.
• Act as a mentor to new Inside Wholesalers and assist in development, implementation, and delivery of training classes for the Investments sales desk.
• Act as Fund/Firm/Separate Account/Marketing Liaison. Relay a positive attitude about department initiatives and stand behind decisions of management.

Job Requirements:

• FINRA Series 7 and 63, 65, or 66 required.
• Bachelor’s degree.
• At least 2 years of internal sales/consultingexperience in the financial services industry.
• Demonstrated knowledge of mutual funds and the financial advisor business model.
• Strong analytical, time management, organizational, and problem-solving skills.
• Excellent communication and presentation skills.
• Able to work independently and effectively manage time.
• Ability to influence others and collaborate with a team.
• This position is subject to the Securities and Exchange Commission’s Pay-to-Play Rule 206(4)-5 regarding political contributions by investment advisors and their covered associates.

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] .

Working Arrangement

Remote

Salary & Benefits

Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [e-mail] for additional information.

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.

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

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