Associate Managing Director

Manulife • Boston, MA

9d • $65,000 - $108,300 • Hybrid

About The Position

The Associate Managing Director is responsible for internal sales and relationship development, Registered Investment Advisor (RIA) channel management, and serving as a central resource for internal departments whose work affects channel growth and client success. The role partners with and supports senior external sales partners, tracks and reports key performance indicators, enhances the client experience, develops a new-business pipeline, and contributes to sales opportunities for Manulife John Hancock Investments products.

The position promotes Wealth Management solutions to RIAs, develops new sales and relationships, and manages sales growth in assigned territories. It also involves presenting relevant topics to RIAs and investors, sharing business-development strategies, and participating in the sale of investment products through advisor channels. The role is a hybrid position based in the referenced salary location of Boston, Massachusetts. The advertised role is an existing vacancy.

Requirements

• A college or university degree in a related field.
• FINRA licenses: Securities Industry Essentials (SIE), Series 7, and Series 63 and 65 or Series 66.
• Knowledge of Wealth Management products and understanding of global financial markets.
• Knowledge of the current industry landscape and competitors, with the ability to develop innovative sales strategies, marketing concepts, and product applications.
• Effective presentation skills and the ability to engage different audiences.
• Ability to prioritize, manage time effectively, and schedule time to work on the business.
• Proven sales acumen, business-development ability, and prospecting aptitude.

Nice To Haves

• Three years of investment sales experience and extensive, thorough knowledge of the financial services industry and capital markets are preferred.
• Familiarity with advisor practice management is preferred.

Responsibilities

• Promote the full range of Wealth Management solutions to RIAs, including access to Portfolio Managers and Strategists, and provide proactive sales and business-building ideas.
• Establish new sales of Manulife John Hancock Investments products.
• Prospect and build new relationships.
• Manage sales growth and relationships within defined regions.
• Maintain engagement with RIAs in assigned territories and record activities in the CRM platform.
• Achieve sales targets and annual production goals.
• Identify and pursue relationships with RIAs that have more than $750 million in assets under management.
• Provide advisors with ideas to help them develop their businesses.
• Learn and deliver relevant presentations and seminars to RIAs and investors.
• Develop and share best practices, sales and marketing ideas, and business-development strategies with advisors and peers.
• Participate in the sale of investment products through one or more advisor channels.
• Support senior external sales partners and maintain organized tracking and reporting of key performance indicators.
• Serve as a central resource for internal departments affecting channel growth and client success.

Benefits

• Customizable health, dental, mental health, vision, short- and long-term disability, life, and AD&D insurance coverage.
• Adoption and surrogacy benefits, wellness benefits, and employee/family assistance plans.
• Retirement savings plans, including pension and 401(k) plans, and a global share ownership plan with employer matching contributions.
• Financial education and counseling resources.
• Paid time off, including up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time annually, or more where required by law.
• Statutory leaves of absence.
• Incentive programs and incentive compensation tied to business and individual performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level