Internal Business Associate
About The Position
The Internal Business Associate partners with an external Business Consultant to compose, develop, and implement programs that help advisors build their businesses and increase John Hancock Investments assets under management. The role strategically manages a territory by providing insight, advice, practice management ideas, and product updates to registered representatives. It requires a solid understanding of mutual funds, ETFs, UCITS, 529 College Savings Plans, and Separately Managed Accounts. The position analyzes advisor portfolios, researches competing products, and uses investment-analysis tools to help registered representatives improve portfolio construction. It also develops personalized practice-management and business-building solutions, participates in discussions and feedback sessions, supports competitive intelligence, leads departmental projects, mentors new Inside Wholesalers, and serves as a liaison for funds, the firm, separate accounts, and marketing.
Requirements
- FINRA Series 7 and Series 63, 65, or 66 required.
- Bachelor’s degree or equivalent experience.
- 1–5 years of sales or consulting experience, preferably in financial services.
- Solid understanding and expertise in mutual funds, ETFs, UCITS, 529 College Savings Plans, and Separately Managed Accounts.
- Proven relationship-management skills and 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.
Responsibilities
- Partner with an external Business Consultant to develop and implement programs that help advisors build their businesses and increase John Hancock Investments assets under management.
- Strategically manage a territory, providing insight, advice, practice management ideas, and product updates to registered representatives.
- Run and analyze advisor portfolios to identify opportunities and potential issues.
- Research competitor products, develop proficiency in them, and assess how they fit with clients’ overall portfolio composition.
- Use Morningstar Workstation, Morningstar Advisor Portal, and John Hancock Portfolio Insight to analyze portfolios and advise registered representatives on portfolio construction.
- Review and research advisor websites, LinkedIn profiles, and data packs to personalize practice-management and business-building solutions.
- Participate in roundtable discussions and feedback sessions to grow industry knowledge and product expertise.
- Maintain competitive intelligence by attending meetings and engaging with internal departments to understand John Hancock’s strategies.
- Lead departmental initiatives to implement 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, communicate a positive attitude about departmental initiatives, and support management decisions.
- Collaborate with internal and external resources to meet business needs.
- Prioritize work and use segmentation information to focus on the greatest opportunities and future potential in the territory.
Benefits
- Customizable health, dental, mental health, vision, short- and long-term disability, and 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, and a global share ownership plan with employer matching contributions.
- Financial education and counseling resources.
- Paid time off in the U.S., including up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time each year, or more where required by law.
- Statutory leaves of absence.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
