Internal Business Associate

Manulife group; Boston (MA); Hybrid; USD 45,000 - 75,000; Full time

Job summary

Manulife/John Hancock, based in Boston, is seeking New Graduates for an Internal Business Associate role to support advisors and investment professionals. You will help researchers and consultants with territory management, market updates, and fund knowledge, while pursuing securities licenses.

Training and coverage for exam costs are provided. The position emphasizes relationship building, event planning, budgeting, and collaboration with sales teams under a hybrid work arrangement in the

Qualifications

• Bachelor’s degree in Business, Commerce, Economics, Analytics/Mathematics/Statistics, or similar program preferred.
• Demonstrated interest in Capital Markets.
• Desire to obtain sales experience within the financial services industry.
• Strong MS Office skills including Word and Excel; ability to learn new technologies quickly.
• Experience with Salesforce and SAP Concur is a plus.

Responsibilities

• Build and maintain relationships with advisors and key internal Manulife partners.
• Provide input for the development and execution of the annual territory business plan.
• Assist in the preparation of reports and fund proposals for internal partners and investment advisors.
• Coordinate and participate in corporate and social events with industry professionals.
• Act as the main point of contact with internal and external partners.
• Schedule and confirm meetings for the District Vice President.
• Manage territory budgets.
• Facilitate weekly team meetings.

Skills

MS Office

Salesforce

SAP Concur

Education

Bachelor's degree in Business / Commerce

Tools

Salesforce

SAP Concur

MS Office

Job description

Job Summary:

New Graduates who join ourInternal Business Associaterole, have an exciting opportunity to partner with Internal Business Consultants and the Sales Management Team to support the creation, development and implementation of programs that help advisors grow their business and increase John Hancock Investments AUM.

In this role, you will assist the Internal Business Consultants with strategically managing a territory, while aiding in research, reporting, providing insights, advice, practice management ideas and product updates to registered representatives. In this role you will develop a strong understanding of mutual funds, ETF’s, UCITS, 529 College Savings Plans and Separately Managed Accounts.

As part of the requirements for this role, you will need to obtain the Series 7 and Series 66 securities licenses within 120 days of hire so that you can then begin your career as a licensed financial professional. We will cover all costs associated with obtaining these licenses and will provide you with requisite training, and time to study during regular business hours to support you in being fully prepared for these exams. You will also need to complete your Securities Industry Essentials (SIE) exam. We will also provide reimbursement for these exam materials.

The Opportunity:

• Build and maintain relationships with advisors and key internal Manulife partners
• Provide input for the development and execution of the annual territory business plan
• Assist in the preparation of reports and fund proposals for internal partners and investment advisors
• Coordinating and participating in corporate and social events with industry professionals
• Act as the main point of contact with internal and external partners
• Schedule and confirm meetings for the District Vice President
• Manage territory budgets
• Facilitate weekly team meetings
• Spearhead process for requesting Portfolio Manager access in the field
• Plan and implement events right from the beginning planning stages, to the agenda to everything in between
• Use mass email tool to manage email territory distribution lists, execute e-marketing campaigns and run tracking reports to analyze campaign success
• Provide guidance to sales teams regarding internal Manulife policies and industry regulations governing sales practices

This is the job for you because you:

• Balance multiple priorities while maintaining a high level of accuracy and attention to detail
• Are flexible and adaptable when dealing with changing priorities and tight deadlines
• Excellent problem-solving and analytical skills
• Investigate problems without supervision
• Learn quickly and are a self-starter who takes initiative and thrives in a fast-paced work environment
• Demonstrate tact and professionalism while mitigating risk
• Demonstrate strong PC skills with experience using Microsoft Office, especially Word and Excel; ability to learn new technologies quickly
• Are experienced with Salesforce and SAP Concur

Where can this role take you?

Sales opportunities at Manulife cover a wide range of geographies, demographics and products. This opportunity offers a long-term professional career path with a focus on business development within an established training program to become a Business Development Manager. This role can also take you to a variety of other business units within Manulife, including but not limited to Banking, Insurance, Marketing and Product Management.

Requirements:

• Expected Graduation of Spring/Summer 2023
• Bachelor’s degree in Business, Commerce, Economics, Analytics/Mathematics/ Statistics, or similar program is preferred
• Demonstrated interest in Capital Markets
• Desire to obtain sales experience within the financial services industry

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.

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].

Referenced Salary Location

Boston, Massachusetts

Working Arrangement

Hybrid

Salary range is expected to be between

$45,000.00 USD - $75,000.00 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.)