RIA Wealth Growth Lead — Hybrid Relationship Builder

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

Job summary

Manulife Financial is seeking a skilled internal sales professional to drive relationships with registered investment advisors (RIAs) and support internal departments to grow channel sales and client success.

You will partner with senior external sales partners, track KPIs, and build a robust new business pipeline for Manulife John Hancock Investments products. The role requires a strategic, client-centered approach and strong presentation skills.

Qualifications

• 3 years Investment Sales experience with knowledge of the Financial Services industry and capital markets.
• Familiarity with advisor practice management and innovative sales strategies.
• Knowledge of Wealth Management products and global financial markets.
• Effective presentation skills for diverse audiences.
• Ability to prioritize, manage time, and grow a business.
• FINRA Licenses: SIE, Series 7, Series 63 & 65 or 66.

Responsibilities

• Promote a full range of Wealth Management solutions to RIAs with access to Portfolio Managers and Strategists.
• Establish new sales in Manulife John Hancock Investments products.
• Prospect and build new relationships; manage sales growth and relationships within defined regions.
• Engage RIAs in specified territories and record activities in the CRM system.
• Meet aggressive sales targets and annual production goals.
• Identify and pursue relationships with RIAs with $750M+ AUM.
• Provide new ideas to advisors to help develop business.
• Learn and present topic-specific presentations to RIAs and investors.
• Share best practices and strategies with advisors and peers.
• Participate in the sale of investment products through advisor channels.

Skills

Investment Sales

Relationship Management

CRM tracking

Education

College degree in a related field

Tools

FINRA Licenses: SIE, Series 7, 63 & 65 or 66

Job description

Manulife Financial is seeking a skilled internal sales professional to drive relationships with registered investment advisors (RIAs) and support internal departments to grow channel sales and client success.

You will partner with senior external sales partners, track KPIs, and build a robust new business pipeline for Manulife John Hancock Investments products. The role requires a strategic, client-centered approach and strong presentation skills.