Remote ETF & Model Portfolio Growth Specialist

Manulife Financial; Arizona; Hybrid; USD 125,000 - 217,000; Full time

Benefits offered by this job

Incentive programs

Job summary

Manulife Financial is seeking an ETF & Model Portfolio Specialist to drive adoption across financial advisors, platforms, and intermediary channels. This client-facing role partners with Business Consultants to expand advisor engagement, grow assets under management, and position Manulife John Hancock Investments as a leader in ETF and model portfolios.

You will own territory-level development, manage distribution, and deliver market insights, portfolio construction guidance, and training.

Qualifications

• Bachelor’s degree or equivalent experience.
• Minimum 3–5 years of asset management wholesaling or related distribution experience.
• Series 7 and 66 (or 63/65) required.
• CFA or CIMA designation preferred.

Responsibilities

• Own territory-level ETF and model portfolio business development and AUM growth.
• Drive distribution across broker-dealers, RIAs, and platforms.
• Represent Manulife to conferences, client events, and training sessions.

Skills

Asset management wholesaling

Territory management

Presentation skills

CRM proficiency

Education

Bachelor’s degree or equivalent experience

Series 7 and 66 (or 63/65) required

CFA or CIMA designation preferred

Tools

Salesforce

CRM software

Job description

Manulife Financial is seeking an ETF & Model Portfolio Specialist to drive adoption across financial advisors, platforms, and intermediary channels. This client-facing role partners with Business Consultants to expand advisor engagement, grow assets under management, and position Manulife John Hancock Investments as a leader in ETF and model portfolios.

You will own territory-level development, manage distribution, and deliver market insights, portfolio construction guidance, and training.