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.

Hybrid

Job Description

Associate Director, Institutional Sales (Internal Sales & Field Support), North American Institutional Distribution

Job Summary:

Incumbent is responsible for internal institutional sales support and assisting in relationship development for the North American regional sales channel. Role will support public and private market investment capital raising efforts led by the external sales partners. Expectations include sourcing new leads, developing and maintaining new business pipelines in the respective regions, and working with the external sales team on prospect segmentation, targeted marketing campaigns, competitive analysis, and supporting the prioritized strategies agreed upon by the senior leadership. This role will involve partnership and support of senior territory external sales partners and tracking & reporting key performance indicators.

Key Accountabilities:

• Assist in prospecting new relationships and seek business opportunities for Manulife Investment Management’s Public Market and Private Market Institutional products. Asset classes include public equity, public fixed income, real assets, private equity and private credit.

• High priority placed on sourcing, qualifying, and owning new lead development. Build and maintain a new business pipeline in Salesforce.

• Familiarity with Direct Institutional channels: Public Plans, Large Corporate Retirement Plans, Endowments & Foundations, Insurance and Sub-advisory.

• Gain & maintain expertise with industry databases to vet and research client marketplace business opportunities.

• As the internal sales professional for the territory, work collaboratively with senior external sales partners.

• Support of senior external business partners via CRM management, competitive analysis reports, and territory management. Calendar work included as needed.

• Expertise with Salesforce as a main business management tool

• Provide functional and technical direction to Marketing, Portfolio Management, Compliance and various other departments that affect client outcome and overall experience.

• Assist in preparing client meeting materials

• Facilitate client meetings, onsite, via video meeting, and in the field

• Remain abreast of investment portfolio performance and competitive positioning points, with expectations to present opportunistically.

• Provide detailed investment updates to consultants, research analysts, and/or institutional investors

• Maintain responsibility for business channel knowledge, monitoring key performance indicators (KPIs) for the channel, new business pipeline and progress to plan.

• Monitor status and success of Requests for Proposal and Due Diligence Questionnaires

• Participate in team projects

• Execute on business strategy as detailed

• Occasional travel, less than 10%

Qualifications:

• Relevant industry experience in the asset management industry, three years minimum preferred

• Relevant experience in a client relations or sales environment

• Proven experience in sales prospecting and lead development

• Functional knowledge of capital markets

• Strong interpersonal and presentation skills

• Ability to package and deliver information in a client-friendly manner

• Ability to work independently

• Curiosity and problem-solving ability

• Team player attitude

• FINRA Licenses: Securities Industry Essentials (SIE), Series 7, Series 63/65/66

• Progress towards professional designations or graduate education a plus (CFA, CIMA, MBA, MSF or similar)

About Manulife and John Hancock

Manulife 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. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.

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.

The annual base salary for this role is listed below.

Primary Location

Boston, Massachusetts

Salary range is expected to be between

$86,325.00 USD - $155,385.00 USD

If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual 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.

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.)