Business Development Consultant

Manulife•Tempe, AZ

4d•Hybrid

About The Position

The Business Development Specialist will partner with up to four Business Consultants 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 working knowledge and expertise of mutual funds, ETF’s, UCITS, 529 College Savings Plans and Separately Managed Accounts. The Business Development Specialist 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 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 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 increasing 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.

Requirements

FINRA Series 7 and 63, 65, or 66 required
Bachelor’s degree
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 effectively manage 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 interact 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 increasing 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