Remote ETF & Model Portfolio Growth Lead

Manulife Financial; Northern (KY); Hybrid; 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

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.