RIA Strategic Accounts Business Consultant

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. 

Working Arrangement

Hybrid

Job Description

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 preferred
• Minimum of 10 years of asset management experience preferred
• Series 7 and 66 or 63 licenses required
• CFA, CAIA, CIMA designations preferred
• Excellent in-person and virtual communication skills
• Effective time management, technological, and organizational skills
• Candidates with existing client relationships are preferred
   

What motivates you?

• Obsessing about customers, listening, engaging and act 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 culture
• We 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 innovation
• We invite you to help redefine the future of financial services.
• Delivering the promise of Diversity, Equity and Inclusion
• We foster an inclusive workplace where everyone thrives.
• Championing Corporate Citizenship
• We build a business that benefits all collaborators and has a positive social and environmental impact.
   

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 wealt