Retail Reporting Specialist

Manulife/John Hancock; Massachusetts; On-site; USD 62,000 - 103,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) savings plan

Paid holidays

Job summary

The Retail Reporting Specialist at Manulife/John Hancock will complete periodic due diligence questionnaires for mutual funds, ETFs, and closed-end funds to support Retail Distribution teams. This role is 100% remote and open to candidates in the United States and Canada.

You will drive DDQ production, coordinate with subject matter experts, and ensure accurate, timely responses while upholding high quality standards. 2–4 years of financial services experience is preferred.

Qualifications

• Minimum 2–4 years of related experience in the financial services industry.
• Highly effective written and verbal communication skills with the ability to work with various levels of management and internal clients.
• Proven ability to manage multiple concurrent projects, prioritize tasks, and meet deadlines while delivering high-quality work.
• Excellent organization and project management skills with strong attention to detail.
• Strong analytical skills and the ability to identify inaccurate or inconsistent data.
• Ability to work with diverse teams and stakeholders.
• Self-motivated with ownership mindset and ability to work independently or collaboratively.

Responsibilities

• Drive client retention by completing periodic DDQs accurately and on time.
• Prepare, edit, and complete monthly, quarterly, annual, and ad hoc questionnaires within deadlines.
• Coordinate all aspects of DDQ production to meet quality standards.
• Research and validate responses using approved databases and sources.
• Partner with subject matter experts to source and confirm ad hoc responses.
• Support additional team projects as required.

Skills

Written communication

Verbal communication

Project management

Analytical skills

Attention to detail

Stakeholder collaboration

Independent / collaborative work

Education

Bachelor's or Associate’s degree

Tools

Adobe

Microsoft Office (Word, Excel, PowerPoint)

Job description

Summary: The Retail Reporting Specialist will complete cyclical due diligence questionnaires (DDQs) for products offered through John Hancock Investment Management, including mutual funds, ETFs, and closed-end funds. The role supports the Retail Distribution teams by delivering accurate, timely, and high-quality questionnaire responses. As a member of the Global Proposal Services team, the specialist will collaborate with colleagues who support the institutional product offerings of Manulife Investment Management. This position reports to the Director, Proposal Services, US & Asia. 100% work from home. Open to candidates in the United States and Canada.

Position Responsibilities

• Drive client retention efforts by completing periodic DDQs accurately and on time.
• Prepare, edit, and complete monthly, quarterly, annual, and ad hoc questionnaires within established deadlines.
• Coordinate all aspects of the DDQ production process to ensure deliverables meet firm quality standards.
• Research and validate responses using approved databases and other identified sources.
• Partner with subject matter experts at various levels of the organization to source and confirm ad hoc responses.
• Support additional team projects as required.

Required Qualifications

• Minimum of 2 to 4 years of related experience in the financial services industry.
• Highly effective written and verbal communication skills, with the ability to work effectively with various levels of management and internal clients.
• Proven ability to manage multiple concurrent projects, prioritize tasks, and consistently meet strict deadlines while producing high-quality work.
• Excellent organization and project management skills, with strong attention to detail.
• Strong analytical skills and the ability to identify inaccurate or inconsistent data.
• Ability to work effectively and respectfully with people who bring diverse skills, backgrounds, and experience.
• Self-motivated, with an entrepreneurial mindset, a strong sense of ownership, and the ability to work independently or collaboratively as needed.
• Proficiency with Adobe and Microsoft Office applications, including Word, Excel, and PowerPoint.

Preferred Qualifications

• Experience with retail or mutual fund reporting.
• Bachelor's or Associate’s degree, preferably in business, marketing, communications, or a related field.
• Experience using Qvidian or Loopio.

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.

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].

Salary & Location

Location: USA, Massachusetts - Full Time Remote Working Arrangement Remote.

Salary range is expected to be between $61,875.00 USD - $103,125.00 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.

Benefits

• health
• dental
• mental health
• vision
• short- and long-term disability
• life and AD&D insurance coverage
• adoption/surrogacy and wellness benefits
• employee/family assistance plans
• pension/401(k) savings plans
• global share ownership plan with employer matching contributions
• 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

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.

Employee Rights

• Know Your Rights
• Family & Medical Leave
• Employee Polygraph Protection
• Right to Work
• E-Verify
• Company: John Hancock Life Insurance Company (U.S.A.)

We're Manulife. And we're on a mission to make decisions easier and lives better. Better is what drives us. It's what inspires us to find new ways to support customers and colleagues in living longer and healthier lives. It's the reason we're dedicated to investing in digital innovation and industry-leading AI, and accelerating a sustainable and economically inclusive future. Joining us means you'll be empowered to learn and grow your career. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. And as part of our global team, you'll help shape the future you want to see - and discover that better can take you anywhere you want to go. We're proud of our accomplishments and recognition. Recent awards include: 2026 Gallup Exceptional Workplace Award Winner Manulife Named one of Forbes World's Best Employers 2025 Financial Times World's Best Employers Asia-Pacific 2026 We've been recognized as one of Canada’s Top 100 Employers 2026 #1 Life Insurer for AI Maturity by Evident 2026 Our ambition is to be the number one choice for customers. Learn more at https://www.manulife.com/.