Internal Business Associate

Manulife • Boston, MA

1d • $45,000 - $75,000 • Hybrid

About The Position

New Graduates who join our Internal Business Associate role, have an exciting opportunity to partner with Internal Business Consultants and the Sales Management Team to support the creation, development and implementation of programs that help advisors grow their business and increase John Hancock Investments AUM. In this role, you will assist the Internal Business Consultants with strategically handling a territory, while aiding in research, reporting, providing insights, advice, practice management ideas and product updates to registered representatives. In this role you will develop a strong understanding of mutual funds, ETF’s, UCITS, 529 College Savings Plans and Separately Managed Accounts. As part of the requirements for this role, you will need to acquire the Series 7 and Series 66 securities licenses within 120 days of hire so that you can then begin your career as a licensed financial professional. We will cover all costs associated with acquiring these licenses and will provide you with requisite training, and time to study during regular business hours to support you in being fully prepared for these exams. You will also need to complete your Securities Industry Essentials (SIE) exam. We will also provide reimbursement for these exam materials.

Requirements

• Bachelor’s degree or equivalent experience in Business, Commerce, Economics, Analytics/Mathematics/ Statistics, or similar program is preferred.
• Completion of Series 7 and Series 66 securities licenses within 120 days of hire.
• Validated curiosity about Capital Markets.
• Desire to acquire. sales experience within the financial services industry
• Proven relationship management skills, including the ability to work in a team environment.
• Strong time management, interpersonal, and problem-solving skills.
• Ability to learn and adapt quickly while applying creativity.
• Ability to work in a fast-paced environment, with passion and a positive attitude.

Responsibilities

• Establish and nurture relationships with Internal Sales Management and Internal Business Consultants
• Conduct research and thoroughly analyze competitor products to gain proficiency in understanding how those products will interact with the overall composition of our clients’ portfolios
• Partner with Internal Business Consultants to provide reporting, analysis, and insights to registered representatives, helping them identify investing opportunities and proactively uncover any potential market issues, so they can improve portfolio construction
• Work alongside Internal Business Consultants to unveil opportunities to improve the efficiency and effectiveness of the Internal Sales Desk
• Participate in roundtable discussions and feedback sessions to increase industry knowledge and product expertise.
• Maintain competitive intelligence by attending meetings and engaging other internal departments to understand John Hancock’s internal strategies.
• Partner on projects for department initiatives to fully implement new processes, & Sales strategies across territories
• Serve as priority point of contact for inbound sales inquiries and potential client relationship development opportunities
• Assist in Continuing Education (CE) reporting process for large events
• Help drive attendance to local events hosted by externals

Benefits

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.
• Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
• Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans.
• We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources.
• Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees