Business Development Manager-Wealth and Asset Management
About The Position
As a Business Development Manager (BDM), you will be responsible for promoting a full range of Wealth Management solutions to Advisors and industry-leading access to Portfolio Managers and Strategists, providing proactive sales and business building ideas. With a proven understanding of the Advisors’ business, you will be at the forefront of aligning their needs with our innovative technology, product and service solutions. As an active participant in a dynamic team consisting of an External Wholesaler and Territory Coordinator, your main objective will be to drive sales growth and effectively maintain relationships within a specified region. Exceptional knowledge of wealth products, such as Mutual Funds, OM and Alternative Funds, ETFs and Separately Managed Accounts, will be beneficial as you grow your career at Manulife. This role is hybrid with 4 days in the office.
Requirements
- Proven track record to persuade and negotiate through consultation and active listening skills
- Effective presentation skills and delivery to engage with different audiences
- Ability to prioritize and time management skills to schedule time to work on the business, as well as in the business
- Proven sales competence, business development and prospecting proficiency
- Interest in technological advancements as a way to improve efficiencies and effectiveness
- Knowledgeable on the current industry landscape and competitors with an ability to be innovative in sales strategies, marketing concepts and product applications
- An expert in Wealth Management solutions and strategies
- Positive and energetic
- Resilient and coachable
- Ambitious
- Self-motivated
- Adaptable to change
- Results oriented
Nice To Haves
- College or University degree in a related field is preferred
- Prior sales experience in the financial services industry, ideally with familiarity in advisor practice management
- Knowledge of Wealth Management products (mutual funds, ETFs, SMAs) and an understanding of global financial markets
- Successful completion of industry related courses such as CSC, IFIC, CFP (or working towards) is preferred
Responsibilities
- Promoting a full range of Wealth Management solutions to Advisors
- Providing industry-leading access to Portfolio Managers and Strategists
- Providing proactive sales and business building ideas
- Aligning Advisor needs with innovative technology, product and service solutions
- Driving sales growth within a specified region
- Maintaining relationships within a specified region
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
- various retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
- financial education and counseling resources
- paid holidays
- vacation
- personal
- sick days
- full range of statutory leaves of absence
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
