U.
RIA Strategic Accounts Business Consultant
U., Boston, Massachusetts, us, 02298
The Opportunity
John Hancock Investment Management (“JHIM”), a division of Manulife Financial, is a premier provider of asset management and investment strategies. John Hancock has been helping individuals and institutions build and protect wealth for over 150 years. At a time when trust and confidence are at a premium, we are proud to offer a full range of investment strategies that carry one of America's strongest and most recognized corporate brands.
JHIM is seeking a Registered Investment Advisor focused Strategic Accounts salesperson to engage with new and existing clients to drive sales across the entire suite of JHIM products. This position is responsible for coverage of RIA Aggregators firms, RIA Platform firms and National RIA firms throughout the United States. A successful candidate will be a Strategic thinker that collaborates well, thrives in a fast-paced results oriented environment.
Responsibilities
Home office focused distribution of mutual funds, ETFs, 529 plans, UCITS, SMAs, and Private Placement offerings through increased recommended list placements and model portfolio allocations.Maintain and build client relationships by providing timely information on products, capital market intelligence, practice management advice and above all, exceptional client service through coordinated coverage with internal stakeholders.Conduct a robust schedule of client facing activities through group and one-on-one in-person meetings, virtual meetings, phone calls, and emails.Coordinate JHIM conference support and represent JHIM at in-person and virtual events including national and regional conferences, seminars, and sales training meetings.Act as a centralized point of contact for relationship managers and regional leadership at partner firms.Develop and deepen relationships with various firm contacts across the firms to support strategic initiatives.Effectively manage the assigned territory by properly leveraging all available resources including but not limited to product specialists, portfolio consultants and prudent allocation of travel & entertainment budget.Recommended Experience
Bachelors Degree required, MBA preferredMinimum of 10 years of asset management experience preferredSeries 7 and 66 or 63 licenses requiredCFA, CAIA, CIMA designations preferredExcellent in-person and virtual communication skillsEffective time management, technological, and organizational skillsCandidates with existing client relationships are preferred.What motivates you?Obsessing about customers, listening, engaging and acting for their benefit.Thinking 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.Our commitment to you
Values-first cultureWe 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 innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all collaborators and has a positive social and environmental impact.About Manulife and John HancockManulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit
our story .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. 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 ArrangementHybridSalary & BenefitsSalary 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.
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John Hancock Investment Management (“JHIM”), a division of Manulife Financial, is a premier provider of asset management and investment strategies. John Hancock has been helping individuals and institutions build and protect wealth for over 150 years. At a time when trust and confidence are at a premium, we are proud to offer a full range of investment strategies that carry one of America's strongest and most recognized corporate brands.
JHIM is seeking a Registered Investment Advisor focused Strategic Accounts salesperson to engage with new and existing clients to drive sales across the entire suite of JHIM products. This position is responsible for coverage of RIA Aggregators firms, RIA Platform firms and National RIA firms throughout the United States. A successful candidate will be a Strategic thinker that collaborates well, thrives in a fast-paced results oriented environment.
Responsibilities
Home office focused distribution of mutual funds, ETFs, 529 plans, UCITS, SMAs, and Private Placement offerings through increased recommended list placements and model portfolio allocations.Maintain and build client relationships by providing timely information on products, capital market intelligence, practice management advice and above all, exceptional client service through coordinated coverage with internal stakeholders.Conduct a robust schedule of client facing activities through group and one-on-one in-person meetings, virtual meetings, phone calls, and emails.Coordinate JHIM conference support and represent JHIM at in-person and virtual events including national and regional conferences, seminars, and sales training meetings.Act as a centralized point of contact for relationship managers and regional leadership at partner firms.Develop and deepen relationships with various firm contacts across the firms to support strategic initiatives.Effectively manage the assigned territory by properly leveraging all available resources including but not limited to product specialists, portfolio consultants and prudent allocation of travel & entertainment budget.Recommended Experience
Bachelors Degree required, MBA preferredMinimum of 10 years of asset management experience preferredSeries 7 and 66 or 63 licenses requiredCFA, CAIA, CIMA designations preferredExcellent in-person and virtual communication skillsEffective time management, technological, and organizational skillsCandidates with existing client relationships are preferred.What motivates you?Obsessing about customers, listening, engaging and acting for their benefit.Thinking 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.Our commitment to you
Values-first cultureWe 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 innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all collaborators and has a positive social and environmental impact.About Manulife and John HancockManulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit
our story .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. 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 ArrangementHybridSalary & BenefitsSalary 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.
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