Full-Time

Business Consultant

Posted on 11/21/2024

Manulife

Manulife

Mid

Remote in USA

Category
Asset Management
Finance & Banking
Requirements
  • Bachelors Degree preferred
  • Minimum of 3-5 years of asset management wholesaling experience required
  • Series 7 and 66 or 63 licenses required
  • CFA or CIMA designation preferred
  • Must have excellent communication and presentation skills – both in-person and virtual
  • Must have effective time management, technological, and organizational skills
  • It is preferred that candidates already be established in the local market
Responsibilities
  • Distribution of Mutual Funds, ETFs, 529 plans, UCITS, SMAs, DCIO and Private Placement offerings.
  • Maintain and build client relationships by providing timely information on products, capital market intelligence, practice management advice and above all, exceptional client service.
  • Conduct a robust schedule of client-facing activities through group and one-on-one in-person meetings, virtual meetings, phone calls, and emails.
  • Initiate new business through prospecting.
  • Represent John Hancock Investment Management at in-person and virtual events including national and regional conferences, seminars, and sales training meetings.
  • Develop strong relationships with internal business partners, including assigned Internal Wholesaler and other home office stakeholders.
  • 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.

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

N/A