Internal Business Associate

Manulife Financial; Boston, Northern (MA, KY); On-site; USD 49,000 - 82,000; Full time

Benefits offered by this job

Hybrid work

11 paid holidays

3 personal days

150 hours vacation

40 hours sick time

Wellness benefits

Retirement plans

Job summary

Manulife Financial is seeking a New Graduate for the Internal Business Associate role in a hybrid Boston environment. You will support Internal Business Consultants, analyze markets, and help advisors grow their business while pursuing licenses (SIE, Series 7, Series 66) with company support.

The role emphasizes research, reporting, and insights for registered representatives, plus collaboration across teams to improve portfolio construction and sales efficiency.

Qualifications

• Bachelor’s degree or equivalent in Business, Economics, Analytics or related field.
• Completion of SIE exam preferred.
• Completion of Series 7 and Series 66 within 120 days of hire.
• Curiosity about capital markets and sales experience in financial services preferred.

Responsibilities

• Establish relationships with Internal Sales Management and Internal Business Consultants.
• Analyze competitor products and their impact on client portfolios.
• Provide reporting, analysis and insights to registered representatives.
• Identify opportunities to improve sales desk efficiency and portfolio construction.
• Participate in meetings to expand product knowledge and internal strategies.

Skills

Curiosity about capital markets

Sales experience

Teamwork

Time management

Problem solving

Fast learner

Education

Bachelor's degree or equivalent

Job description

New Graduates who join our Internal Business Associate role, 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 handling 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 acquire 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 acquiring 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.

Position Responsibilities:

• Establish and nurture relationships with Internal Sales Management and Internal Business Consultants
• Conduct research and thoroughly analyze competitor products to gain proficiency in understanding how those products will interact with the overall composition of our clients’ portfolios
• Partner with Internal Business Consultants to provide reporting, analysis, and insights to registered representatives, helping them identify investing opportunities and proactively uncover any potential market issues, so they can improve portfolio construction
• Work alongside Internal Business Consultants to unveil opportunities to improve the efficiency and effectiveness of the Internal Sales Desk
• Participate in roundtable discussions and feedback sessions to increase industry knowledge and product expertise.
• Maintain competitive intelligence by attending meetings and engaging other internal departments to understand John Hancock’s internal strategies.
• Partner on projects for department initiatives to fully implement new processes, & Sales strategies across territories
• Serve as priority point of contact for inbound sales inquiries and potential client relationship development opportunities
• Assist in Continuing Education (CE) reporting process for large events
• Help drive attendance to local events hosted by externals

Required Qualifications:

• Bachelor’s degree or equivalent experience in Business, Commerce, Economics, Analytics/Mathematics/ Statistics, or similar program is preferred.
• Completion of Securities Industry Essentials (SIE) exam preferred.
• Completion of Series 7 and Series 66 securities licenses within 120 days of hire.
• Validated curiosity about Capital Markets.
• Desire to acquire. sales experience within the financial services industry
• Proven relationship management skills, including the ability to work in a team environment.
• Strong time management, interpersonal, and problem-solving skills.
• Ability to learn and adapt quickly while applying creativity.
• Ability to work in a fast-paced environment, with passion and a positive attitude.

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/ l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

Boston, Massachusetts

Working Arrangement

ハイブリッド勤務

Salary range is expected to be between

$49,000.00 USD - $81,700.00 USD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

• 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.
• up to 11 paid holidays
• 3 personal days
• 150 hours of vacation
• 40 hours of sick time (or more where required by law) each year
• 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

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