Responsibilities:
 

• Partner with Custodial Platforms and Envestnet on sales and service strategies; build and secure relationships; partner with executives, product managers, marketing officers and event organizers to increase awareness of John Hancock Investment Management and help drive sales.

• Develop and maintain relationships with key home office personnel to communicate sales, marketing and product updates, troubleshooting capabilities and effectively implement the overall sales strategy.

• Partner with marketing, product, platform and sales to position and secure all John Hancock Investment Management offerings on firms’ platforms; assess and analyze product placements for sales opportunities.

• Guide internal marketing and product development teams in strategizing and executing national and regional sales campaigns; spearhead major events to increase brand recognition and attract additional revenue; deliver presentations to financial advisors continually and effectively.

• Share National Accounts’ initiatives with Senior Sales Management, Business Consultants and Internal Sales Desk; help position strategies, target product messaging and customize value-add programs to focus firms’ initiatives.

• Liaison between designated firms, JHIM Sales Management Team, Business Consultants and Internal Sales Desks to provide information pertaining to firm focuses, events and initiatives and identify sales opportunities.

• Actively track and monitor sales trends and identify sales opportunities within designated firms.

• Organize, monitor participation and coordinate pre/post meeting follow-up for appropriate designated firm sponsored meetings.

• Coordinate home office sales visits and annual reviews involving Sales Management and National Accounts teams.

• Coordinate back-office strategy for designated firms to constantly improve service and while meeting the firms’ operational requirements.

• Manage and attend industry conferences and firm meetings.

• Support reporting and analysis of data for the National Accounts team.
   

Qualifications/skills needed:
 

• 7-10 years of experience in the investment management industry within business development, with at least 5 years of National Accounts experience. Prior experience in relationship management is preferred.

• Experience selling into wealth management channels.

• Knowledge of current and historical developments in the National Accounts space and the evolution of products to provide appropriate positioning of JHIM’s offerings.

• Solid understanding of the operational functions of the Custodial, TAMP, RIA industry and platforms.

• Strong business development acumen; relationships with National Accounts collaborators at Custodial firms.

• Highly proficient in the capital markets.

• High degree of integrity with team player mentality.

• Strong work ethic, professional disposition, passion for investments.

• Ability to build relationships and influence people at all levels and functions of an organization.

• Flexibility and willingness to travel 50% of the time.

• Bachelor’s degree, FINRA Series 7 license required.

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 [email protected].

Remote

Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [email protected] for additional information.

Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency

Company: John Hancock Life Insurance Company (U.S.A.)