ETF & Model Portfolio Specialist

Manulife•Time, IL

1d•$125,000 - $216,700•Remote

About The Position

The ETF & Model Portfolio Specialist is a client-facing, business development role responsible for driving ETF and model portfolio adoption across financial advisors, platforms, and intermediary channels. This individual partners closely with Business Consultants and internal stakeholders to expand advisor engagement, grow assets under management (AUM), and position Manulife John Hancock Investments as a leader in ETF and model portfolio solutions.

Requirements

Bachelor’s degree or equivalent experience required
Minimum 3–5 years of asset management wholesaling or related distribution experience
Series 7 and 66 (or 63/65) required
Excellent communication and presentation skills (in-person and virtual)
Proven ability to manage a territory, prioritize effectively, and drive business results

Nice To Haves

CFA or CIMA designation preferred
Strong understanding of ETF structure, trading dynamics, and portfolio applications preferred
Proficiency with CRM and sales enablement tools (e.g., Salesforce) preferred
Established presence in the local market preferred

Responsibilities

Own territory-level ETF and model portfolio business development, including pipeline creation, advisor acquisition, and AUM growth.
Drive distribution across broker-dealers, RIAs, and strategic platforms, with a focus on expanding advisor adoption and wallet share.
Manage territory to hit annual ETF and Model Portfolio sales goals.
Serve as a subject matter expert on ETF and model portfolio solutions, including portfolio construction, implementation, and positioning.
Help advisors integrate ETFs and model portfolios into client portfolios, including asset allocation, blending, and use-case discussions.
Deliver timely market insights, product updates, and practice management ideas to support advisor growth.
Partner closely with Business Consultants to drive coordinated territory coverage and sales outcomes.
Deliver training and ongoing education to internal teams on ETF and model portfolio capabilities and positioning.
Provide field feedback to product, marketing, and investment teams to enhance product development and go-to-market strategy.
Utilize CRM and analytics tools to manage sales pipeline, prioritize opportunities, and measure effectiveness.
Monitor and report on key performance indicators, including AUM growth, advisor penetration, and activity metrics.
Leverage digital tools and virtual engagement strategies to increase scale and efficiency.
Represent John Hancock Investment Management at conferences, client events, and training sessions.
Maintain a consistent and credible presence in the ETF and model portfolio marketplace.

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/401(k) savings plans and a global share ownership plan with employer matching contributions)
financial education and counseling resources
up to 11 paid holidays
3 personal days
150 hours of vacation
40 hours of sick time (or more where required by law) each year
full range of statutory leaves of absence