Associate Director, Platform Distribution

We are looking for an Associate Director, Platform Distribution who will be responsible for internal sales and relationship development, business channel management, and functioning as a central resource for all internal departments affecting both business channel growth and the common client’s success.  Expectations include partnership and support of the senior external sales partners and maintaining an organized method of tracking key performance indicators and reporting them forward.  The successful candidate will improve client experience, derive a new business pipeline, and contribute to successful opportunities for Manulife John Hancock’s investment products. Channel specific coverage includes Broker – Dealer/Platforms and Turnkey Asset Management Programs (TAMPs).

Position Responsibilities:

• Primary internal/home office contact and liaison to the wider Manulife John Hancock enterprise.

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

• Prospect new relationships and seek business opportunities.

• Build and maintain new business pipeline.

• Prepare client meeting materials.

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

• Client relations, with individuals and enterprise relationships alike.

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

• Provide detailed investment updates to consultants, research analysts, retirement plan markets, and/or institutional investors.

• Maintain responsibility for business channel knowledge (Broker-Dealer/Platforms, TAMPs, and the Bank Trust channel), monitoring key performance indicators for the channel and periodic reporting of the key performance indicators, business pipeline and progress to plan.

• As needed, facilitate client meetings, both onsite and in the field.

• Monitor status and success of Requests for Proposal (RFP) and Due Diligence Questionnaires (DDQs).

• Participate in team projects to improve best practice execution.

• Achieve business strategy as detailed.

• Occasional travel, less than 5%.

Required Qualifications:

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

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

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

• Relevant experience in a client relations or sales environment.

Preferred Qualifications:

• Understanding of sales and marketing process.

• 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 attitude.

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.

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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 expr