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Business Development Specialist
Manulife Financial
Boston, MA, United States
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Job Description:
Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.
Job Description
The ETF Business Development Consultant will partner with up to four external ETF Specialists to create, develop and implement programs to educate advisors on and drive sales into the John Hancock ETF suite. Using discretion and judgment they will strategically manage their assigned client coverage universe to provide ETF portfolio management insight and advice, practice management ideas and product updates to registered representatives. ETF expertise, as well as working knowledge of mutual funds, ETFs, UCITS, 529 College Savings Plans and Separately Managed Accounts is required.
Key Accountabilities:
• Analyzing advisor portfolios to uncover ETF investment opportunities.
• Superior research and analytic capabilities in order to facilitate in-depth product knowledge of both proprietary and competitor products and how they interact with the overall composition of client 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 to help them improve portfolio construction.
• Review and research advisor websites, LinkedIn and data packs to personalize practice management and business building solutions.
• Participate in conferences, 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 proprietary 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.
Job Requirements:
• FINRA Series 7 and 63, 65, or 66 required.
• Bachelor’s degree.
• At least 4 years of internal sales/consulting experience in the financial services industry and/or 2 years of direct ETF sales experience.
• 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.
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JOHN HANCOCK IS AN EQUAL OPPORTUNITY EMPLOYER - AA/F/M/D/V
If you are ready to unleash your potential it’s time to start your career with Manulife/John Hancock.
About Manulife
Manulife Financial Corporation is a leading international financial services group that helps people achieve their dreams and aspirations by putting customers' needs first and providing the right advice and solutions. We operate as John Hancock in the United States and Manulife elsewhere. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions. At the end of 2016, we had approximately 35,000 employees, 70,000 agents, and thousands of distribution partners, serving more than 22 million customers. At the end of 2016, we had $977 billion (US$728 billion) in assets under management and administration, and in the previous 12 months we made almost $26 billion in payments to our customers.
Our principal operations are in Asia, Canada and the United States where we have served customers for more than 100 years. With our global headquarters in Toronto, Canada, we trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.
Manulife is committed to supporting a culture of diversity and accessibility across the organization. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request an accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.