Internal Business Associate

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

The Internal Business Consultant will partner with an external Business Consultant to 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 solid understanding and expertise of mutual funds, ETF’s, UCITS, 529 College Savings Plans and Separately Managed Accounts.

Responsibilities

• 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 MANULIFE Portfolio Insight to perform analysis and provide insight and advice for registered representatives helping them improve portfolio construction. • 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 MANULIFE'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

What motivates you?

• You obsess about customers, listen, engage and act for their benefit.
• You think 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.

What we are looking for

• FINRA Series 7 and 63, 65, or 66 required.
• Bachelor's degree.
• 1-5 years of sales/consulting experience preferably within the financial services industry.
• Demonstrated relationship management skills, including the ability to work in a team environment.
• Strong analytical time management, organizational, and problem-solving skills.
• Ability to learn and adapt quickly while applying creativity.
• Ability to work in a changing fast paced high call volume environment, with enthusiasm and a positive attitude.
• 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.
• Collaborate with internal and external resources to meet business needs.
• Prioritizing work to ensure that the largest opportunities are executed on.
• Use segmentation information provided to focus on the opportunities with the greatest future potential in a given territory. Working Conditions:
   

What can we offer you?

• A competitive salary and benefits packages.
• A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
• A focus on growing your career path with us.
• Flexible work policies and strong work-life balance.
• Professional development and leadership opportunities.

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