Job Summary:
 

Incumbent is responsible for internal sales and relationship development, business channel management, and functioning as a central resource for all internal departments affecting both business channel growth and the common client’s success.  Expectations include partnership and support of the senior external sales partners and maintaining an organized method of tracking key performance indicators and reporting them forward.  The successful candidate will maximize client experience, derive a new business pipeline, and contribute to successful opportunities for Manulife John Hancock’s investment products. Channel specific coverage includes Broker – Dealer/Platforms and Turnkey Asset Management Programs (TAMPs).

Key Accountabilities:

Primary internal/home office contact and liaison to the wider Manulife John Hancock enterpriseSupport of senior external business partners via CRM management, competitive analysis reports, and territory management.  Calendar work included as needed.Prospect new relationships and seek business opportunitiesBuild and maintain new business pipelinePrepare client meeting materialsProvide functional and technical direction to Sales, Marketing, Portfolio Management, Compliance and various other departments that affect client outcome and experienceClient relations, with individuals and enterprise relationships alikeRemain abreast of investment portfolio performance and competitive positioning points, with expectations to present opportunisticallyProvide detailed investment updates to consultants, research analysts, retirement plan markets, and/or institutional investorsMaintain responsibility for business channel knowledge (Broker-Dealer/Platforms, TAMPs, and the Bank Trust channel), monitoring key performance indicators (KPIs) for the channel and periodic reporting of KPIs, business pipeline and progress to plan.As needed, facilitate client meetings, both onsite and in the fieldMonitor status and success of Requests for Proposal (RFP) and Due Diligence Questionnaires (DDQs)Participate in team projects to enhance best practice executionExecute on business strategy as detailedOccasional travel, less than 5%

Qualifications:

Relevant industry experience in the asset management industry, three years minimum preferredRelevant experience in a client relations or sales environmentUnderstanding of sales and marketing processFunctional knowledge of capital marketsStrong interpersonal and presentation skillsAbility to package and deliver information in a client-friendly mannerAbility to work independentlyCuriosity and problem-solving abilityTeam attitudeFINRA Licenses: Securities Industry Essentials, Series 7, Series 63/65/66Progress towards professional designations or continuing education a plus (CFA, CIMA, MBA, CAIA, MSF)
 

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

#LI-JH

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 recruitment@manulife.com.

Working Arrangement

Hybrid

Salary & Benefits

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 recruitment@manulife.com 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.)