Remote External Wholesaler – Asset Management Growth

Manulife

Austin (TX)

On-site

USD 80,000 - 139,000

Full time

6 days ago
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Job summary

Manulife John Hancock Investments, a division of Manulife Financial, seeks an External Wholesaler to deepen advisor relationships and grow business across our full product suite. This role covers multiple channels and offers strong growth potential within a global asset-management franchise.

Distribute mutual funds, ETFs, 529 plans, UCITS, SMAs, DCIO and private placements; build trusted relationships through timely insights and responsive service; present in person or virtually, and manage a

Qualifications

  • Bachelor’s degree or equivalent experience preferred.
  • 3–5+ years of asset management wholesaling experience required.
  • Series 7 and 63 or 66 licenses required.
  • CFA or CIMA designation preferred.
  • Strong communication and presentation skills—both in-person and virtual.
  • Proven time management, organizational, and technology skills.
  • Established relationships within the local market preferred.

Responsibilities

  • Distribute a comprehensive product lineup, including Mutual Funds, ETFs, 529 plans, UCITS, SMAs, DCIO, and Private Placement offerings.
  • Build and strengthen client relationships by delivering timely product insights, capital markets perspective, and practice management support—while providing exceptional service.
  • Execute a disciplined, high-activity sales approach across in-person meetings, virtual meetings, calls, and proactive follow-up.
  • Generate new business through targeted prospecting and pipeline development.
  • Represent John Hancock Investment Management at conferences, seminars, and sales meetings (both in-person and virtual).
  • Partner closely with internal stakeholders, including your assigned Internal Wholesaler and home office teams.
  • Effectively manage the territory by leveraging available resources (product specialists, portfolio consultants) and optimizing travel and entertainment spend.

Skills

Wholesaling
Client relationships
Communication
Presentation
Time management

Education

Bachelor’s degree or equivalent experience
Series 7 and 63/66 licenses

Job description

Manulife John Hancock Investments, a division of Manulife Financial, seeks an External Wholesaler to deepen advisor relationships and grow business across our full product suite. This role covers multiple channels and offers strong growth potential within a global asset-management franchise.

Distribute mutual funds, ETFs, 529 plans, UCITS, SMAs, DCIO and private placements; build trusted relationships through timely insights and responsive service; present in person or virtually, and manage a

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