Internal Business Associate
About The Position
The Internal Business Associate partners with an external Business Consultant to develop and implement programs that help financial advisors build their businesses and increase John Hancock Investments assets under management. The role manages an assigned territory with discretion and judgment, providing registered representatives with insight, advice, practice management ideas, and product updates. It requires a solid understanding of mutual funds, ETFs, UCITS, 529 College Savings Plans, and Separately Managed Accounts. The position analyzes advisor portfolios and researches competing products to identify opportunities, potential issues, and implications for clients’ overall portfolio composition. It uses investment analysis tools to help registered representatives improve portfolio construction, and researches advisor websites, LinkedIn profiles, and data packs to tailor practice-management and business-building support. The role also contributes to department initiatives, training, mentoring, competitive intelligence, and liaison activities.
Requirements
- FINRA Series 7 and Series 63, 65, or 66 licenses are required.
- Bachelor’s degree or equivalent experience.
- 1–5 years of sales or consulting experience; financial services experience is preferred.
- Solid understanding and expertise in mutual funds, ETFs, UCITS, 529 College Savings Plans, and Separately Managed Accounts.
- Outstanding research and analytical capabilities.
Nice To Haves
- Proven relationship-management skills, including the ability to work in a team environment.
- Strong analytical, time-management, interpersonal, and problem-solving skills.
- Ability to learn and adapt quickly while applying creativity.
- Ability to work in a changing, fast-paced, high-call-volume environment with passion and a positive attitude.
- Ability to collaborate with internal and external resources to meet business needs.
- Ability to prioritize work and focus on the largest opportunities and those with the greatest future potential.
Responsibilities
- Run and analyze advisor portfolios to identify opportunities and potential unforeseen issues.
- Research competitor products, develop proficiency in them, and assess how they fit within clients’ overall portfolios.
- Use Morningstar Workstation, Morningstar Advisor Portal, and John Hancock Portfolio Insight to analyze portfolios and advise registered representatives on portfolio construction.
- Review advisor websites, LinkedIn profiles, and data packs to personalize practice-management and business-building solutions.
- Participate in roundtable discussions and feedback sessions to build industry knowledge and product expertise.
- Maintain competitive intelligence by attending meetings and engaging with internal departments to understand John Hancock strategies.
- Lead department initiative projects, including implementing new processes and strategies.
- Mentor new Inside Wholesalers and assist with developing, implementing, and delivering training classes for the Investments sales desk.
- Serve as a Fund/Firm/Separate Account/Marketing Liaison.
- Relay a positive attitude about department initiatives and support management decisions.
- Prioritize work to complete the largest opportunities and use segmentation information to focus on opportunities with the greatest future potential in the territory.
- Collaborate with internal and external resources to meet business needs.
Benefits
- Customizable health, dental, mental health, and vision benefits.
- Short- and long-term disability insurance.
- 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.
- 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, and 40 hours of sick time annually in the U.S., or more where required by law.
- Statutory leaves of absence.
- Incentive programs and incentive compensation tied to business and individual performance.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
