Penn Foster
Director- Institutional Sales, Public Markets
Penn Foster, San Francisco, California, United States, 94199
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.Working ArrangementAt HomeJob DescriptionThe opportunityManulife Investment Management is seeking a Managing Director to oversee public equity and fixed income institutional distribution across the West Coast (Location is flexible) reporting to the Senior Managing Director of Institutional Public Market Sales. The successful candidate will be responsible for business development, helping to advance the firm’s strategy to grow the institutional business in the US. They will be responsible for the development and execution of a successful sales strategy and personally drive public market sales across the assigned territory as well as generate leads for Manulife’s private market strategies.They must be an experienced salesperson with the proven track record to develop consultative relationships to position Manulife Investment Management as a value-add solutions provider. The successful candidate will also be a team player who thrives in a collaborative global environment and is motivated to help drive strategic initiatives to build Manulife’s overall business.What motivates you?You obsess about customers, listen, engage and act for their benefit.
You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
You thrive in teams and enjoy getting things done together.
You take ownership and build solutions, focusing on what matters.
You do what is right, work with integrity and speak up.
You share your humanity, helping us build a diverse and inclusive work environment for everyone.
Key ResponsibilitiesThis individual will develop and implement a strategic sales plan which includes identifiable milestones and objectives related to establishing and expanding relationships with institutional clients. Establishing this sales plan will entail attaining agreed-upon targets and maximizing the achievement of new business relationships and market penetration.
Coordinate with the private market sales team to develop leads and assist in closing new business where appropriate.
Partner with the RFP, Client Service and Consultant Relations teams to produce timely and thoughtful responses to Requests for Information, Requests for Proposals, Due Diligence Questionnaires, and other ad hoc questions from potential and existing clients.
Collaborate with institutional marketing to develop thoughtful campaigns and outreach to increase Manulife’s brand awareness and drive new business opportunities across both public equity and fixed income strategies.
Qualifications & Technical Skills10+ years of experience within an asset management firm which works with institutional investors. Must possess a solid understanding of the Investment Industry and Institutional Market.
Extensive knowledge of multiple asset classes including fixed income, equities and to a lesser extent private equity and credit and real asset strategies.
Must have the ability to articulate complex investment processes clearly, knowledgeably, and credibly.
The successful candidate will have a proven track record of success of raising assets on an individual basis including a wide network of institutional investor relationships across corporate and public pension plans, endowments, foundations, health care organizations, multi-family offices and other institutional pools of capital.
Ability to build trusted relationships with senior investment professionals internally and externally.
Organizational intelligence and ability to navigate a large global organization.
A self-starter with the ability to work both independently and collaboratively and the drive to build and develop a business in a complex, performance-oriented environment.
Excellent written, oral, and presentation skills.
Provide regular reporting of activities, pipeline of new sales opportunities, large client focuses and product initiatives to Sales Leadership.
Extensive travel required within assigned territory.
A bachelor’s degree in business or economics, preferably with a concentration in finance.
MBA and / or CFA is preferred.
Series 7 & 63 required.
What can we offer you?A competitive salary and benefits packages.
A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
A focus on growing your career path with us.
Flexible work policies and strong work-life balance.
Professional development and leadership opportunities.
Our commitment to youValues-first culture: We lead with our Values every day and bring them to life together.
Boundless opportunity: We create opportunities to learn and grow at every stage of your career.
Continuous innovation: We invite you to help redefine the future of financial services.
Delivering the promise of Diversity, Equity and Inclusion: We foster an inclusive workplace where everyone thrives.
Championing Corporate Citizenship: We build a business that benefits all stakeholders and has a positive social and environmental impact.
About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions.Manulife is an Equal Opportunity EmployerAt 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.Salary & BenefitsThe annual base salary for this role is listed below.Primary LocationSan Francisco, CaliforniaSalary range is expected to be between$111,900.00 USD - $201,420.00 USD
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You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
You thrive in teams and enjoy getting things done together.
You take ownership and build solutions, focusing on what matters.
You do what is right, work with integrity and speak up.
You share your humanity, helping us build a diverse and inclusive work environment for everyone.
Key ResponsibilitiesThis individual will develop and implement a strategic sales plan which includes identifiable milestones and objectives related to establishing and expanding relationships with institutional clients. Establishing this sales plan will entail attaining agreed-upon targets and maximizing the achievement of new business relationships and market penetration.
Coordinate with the private market sales team to develop leads and assist in closing new business where appropriate.
Partner with the RFP, Client Service and Consultant Relations teams to produce timely and thoughtful responses to Requests for Information, Requests for Proposals, Due Diligence Questionnaires, and other ad hoc questions from potential and existing clients.
Collaborate with institutional marketing to develop thoughtful campaigns and outreach to increase Manulife’s brand awareness and drive new business opportunities across both public equity and fixed income strategies.
Qualifications & Technical Skills10+ years of experience within an asset management firm which works with institutional investors. Must possess a solid understanding of the Investment Industry and Institutional Market.
Extensive knowledge of multiple asset classes including fixed income, equities and to a lesser extent private equity and credit and real asset strategies.
Must have the ability to articulate complex investment processes clearly, knowledgeably, and credibly.
The successful candidate will have a proven track record of success of raising assets on an individual basis including a wide network of institutional investor relationships across corporate and public pension plans, endowments, foundations, health care organizations, multi-family offices and other institutional pools of capital.
Ability to build trusted relationships with senior investment professionals internally and externally.
Organizational intelligence and ability to navigate a large global organization.
A self-starter with the ability to work both independently and collaboratively and the drive to build and develop a business in a complex, performance-oriented environment.
Excellent written, oral, and presentation skills.
Provide regular reporting of activities, pipeline of new sales opportunities, large client focuses and product initiatives to Sales Leadership.
Extensive travel required within assigned territory.
A bachelor’s degree in business or economics, preferably with a concentration in finance.
MBA and / or CFA is preferred.
Series 7 & 63 required.
What can we offer you?A competitive salary and benefits packages.
A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
A focus on growing your career path with us.
Flexible work policies and strong work-life balance.
Professional development and leadership opportunities.
Our commitment to youValues-first culture: We lead with our Values every day and bring them to life together.
Boundless opportunity: We create opportunities to learn and grow at every stage of your career.
Continuous innovation: We invite you to help redefine the future of financial services.
Delivering the promise of Diversity, Equity and Inclusion: We foster an inclusive workplace where everyone thrives.
Championing Corporate Citizenship: We build a business that benefits all stakeholders and has a positive social and environmental impact.
About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions.Manulife is an Equal Opportunity EmployerAt 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.Salary & BenefitsThe annual base salary for this role is listed below.Primary LocationSan Francisco, CaliforniaSalary range is expected to be between$111,900.00 USD - $201,420.00 USD
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