Business Development Consultant

Manulife

1d•Hybrid

About The Position

The Business Development Consultant will partner with up to four Business Consultants to build, develop and implement programs that help advisors build their business and increase John Hancock Investments AUM. Using discretion and judgement they will strategically handle their territory providing insight, advice, practice management ideas and product updates to registered representatives. Required to have working knowledge and expertise of mutual funds, ETF’s, UCITS, 529 College Savings Plans and Separately Managed Accounts. The Business Development Consultants will cover Edward Jones advisors only. This individual must be an expert within the Edward Jones system. Position 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 outstanding 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 get along with the overall composition of our clients’ portfolios. Leverage tools including Morningstar Workstation, Morningstar Advisor Portal and John Hancock 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 growing industry knowledge and product expertise. Maintain competitive intelligence by attending meetings and engaging other internal departments to understand John Hancock'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. Required Qualifications: FINRA Series 7 and 63, 65, or 66 required. Bachelor’s degree or equivalent experience. At least 2 years of internal sales/consulting experience in the financial services industry. Preferred Qualifications: Demonstrated knowledge of mutual funds and the financial advisor business model. Strong analytical, time management, organizational, and problem-solving skills. Excellent communication and presentation skills. Able to work independently and efficiently handle time. Ability to influence others and collaborate with a team. 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. 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

Requirements

FINRA Series 7 and 63, 65, or 66 required.
Bachelor’s degree or equivalent experience.
At least 2 years of internal sales/consulting experience in the financial services industry.

Nice To Haves

Demonstrated knowledge of mutual funds and the financial advisor business model.
Strong analytical, time management, organizational, and problem-solving skills.
Excellent communication and presentation skills.
Able to work independently and efficiently handle time.
Ability to influence others and collaborate with a team.

Responsibilities

Running and analyzing advisor portfolios to uncover opportunities and potential unforeseen issues.
Research competitor products, gain a high proficiency in those products, and understand how those products will get along with the overall composition of our clients’ portfolios.
Leverage tools including Morningstar Workstation, Morningstar Advisor Portal and John Hancock 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 growing industry knowledge and product expertise.
Maintain competitive intelligence by attending meetings and engaging other internal departments to understand John Hancock'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.

Benefits

health
dental
mental health
vision
short- and long-term disability
life and AD&D insurance coverage
adoption/surrogacy and wellness benefits
employee/family assistance plans
retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
financial education and counseling resources
paid holidays
personal days
vacation
sick time