Hybrid Business Consultant

The Opportunity:
 

The Hybrid Business Consultant will be responsible for a territory of approximately 4,000 advisors covering business partner firms with John Hancock Investment Management. They will 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, Model Portfolios, Private Assets and Separately Managed Accounts. 

Key Accountabilities:
 

•  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.
• Leverage virtual meeting technology daily communicating with advisors
• Travel in territory 4-6 times per year conducting face to face meetings
• 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.

Job 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.
• 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. 
• This position is subject to the Securities and Exchange Commission’s Pay-to-Play Rule 206(4)-5 regarding political contributions by investment advisors and their covered associates.

When you join our team:

• 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.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

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, disabi