RIA Growth & Relationships Lead

Manulife; Boston (MA); Hybrid; USD 65,000 - 108,000; Full time

Benefits offered by this job

Incentive programs

Comprehensive benefits

Job summary

Manulife/John Hancock Investments is seeking a driven internal sales professional to cultivate relationships with registered investment advisors (RIAs) and promote wealth management solutions. You will work with senior external sales partners, track performance in the CRM, and develop ideas to grow the business.

You will build a robust pipeline, pursue new relationships, and help drive growth within defined regions while achieving ambitious production targets and collaborating across internal

Qualifications

• 3 years Investment Sales experience with knowledge of the Financial Services industry.
• Familiarity with advisor practice management preferred.
• Ability to present to diverse audiences and manage time effectively.

Responsibilities

• Promote Wealth Management solutions to RIAs with access to Portfolio Managers and Strategists.
• Establish sales in Manulife John Hancock Investments products.
• Prospect and build new relationships, manage sales growth in defined regions.
• Maintain engagement with RIAs in territories and record activities in CRM.
• Meet aggressive sales targets and annual production goals.
• Identify relationships with RIAs with AUM above $750 million.
• Provide ideas to advisors to develop their business and present topic-relevant materials.

Skills

Investment Sales

Relationship development

CRM proficiency

FINRA Licenses (SIE, Series 7/63/65/66

Education

College or University degree in a related field

Tools

CRM software

Job description

Manulife/John Hancock Investments is seeking a driven internal sales professional to cultivate relationships with registered investment advisors (RIAs) and promote wealth management solutions. You will work with senior external sales partners, track performance in the CRM, and develop ideas to grow the business.

You will build a robust pipeline, pursue new relationships, and help drive growth within defined regions while achieving ambitious production targets and collaborating across internal