Business Development Consultant

Manulife

9d • Hybrid

About The Position

The Business Development Specialist will partner with up to four Business Consultants to create, develop and implement programs that help advisors build their business and increase John Hancock Investments AUM. Using discretion and judgement they will strategically manage their territory providing insight, advice, practice management ideas and product updates to registered representatives. Required to have working knowledge and expertise of mutual funds, ETF’s, UCITS, 529 College Savings Plans and Separately Managed Accounts.
The Business Development Specialist will cover Edward Jones advisors only. This individual must be an expert within the Edward Jones system.

Requirements

• FINRA Series 7 and 63, 65, or 66 required.
• Bachelor’s degree.
• At least 2 years of internal sales/consulting experience in the financial services industry.

Nice To Haves

• Demonstrated knowledge of mutual funds and the financial advisor business model.
• Strong analytical, time management, organizational, and problem-solving skills.
• Excellent communication and presentation skills.
• Able to work independently and effectively manage time.
• Ability to influence others and collaborate with a team.

Responsibilities

• A portion of the day will consist of running and analyzing advisor portfolios to uncover opportunities and potential unforeseen issues.
• This individual must have superior research and analytic capabilities. They must be able to research competitor products, gain a high proficiency in those products, and understand how those products will interact with the overall composition of our clients’ portfolios.
• Leverage tools including Morningstar Workstation, Morningstar Advisor Portal and John Hancock Portfolio Insight to perform analysis and provide insight and advice for registered representatives helping them improve portfolio construction.
• Review and research advisor websites, LinkedIn, and data packs to personalize practice management and business building solutions.
• Participate in roundtable discussions and feedback sessions increasing industry knowledge and product expertise.
• Maintain competitive intelligence by attending meetings and engaging other internal departments to understand John Hancock's internal strategies.
• Lead projects for department initiatives to fully implement new processes, strategies, and more.
• Act as a mentor to new Inside Wholesalers and assist in development, implementation, and delivery of training classes for the Investments sales desk.
• Act as Fund/Firm/Separate Account/Marketing Liaison. Relay a positive attitude about department initiatives and stand behind decisions of management.

Benefits

• 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
• 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 [e-mail] 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level