Associate Director

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

Job Summary:

Incumbent is 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 partner, and maintaining an organized method of tracking key performance indicators and reporting them forward.

The successful candidate will maximize 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).

Key Accountabilities:

• 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 (KPIs) for the channel and periodic reporting of KPIs, 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 and Due Diligence Questionnaires

• Participate in team projects to enhance best practice execution

• Execute on business strategy as detailed

• Occasional travel, less than 5%

Qualifications:

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

• Relevant experience in a client relations or sales environment

• 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

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

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

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 stakeholders 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 wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges, and under '945' in Hong Kong.

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, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com.

Salary & Benefits

Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact recruitment@manulife.com for additional information.

Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency

Company: John Hancock Life Insurance Company (U.S.A.)