Internal Business Associate

Manulife•Tempe, AZ

1d•$45,000 - $75,000•Hybrid

About The Position

The Internal Business Associate partners with Internal Business Consultants and the Sales Management Team to create, develop, and implement programs that help advisors grow their businesses and increase John Hancock Investments AUM. The role supports strategic territory management through research, reporting, insights, advice, practice-management ideas, and product updates for registered representatives. It also develops familiarity with mutual funds, ETFs, UCITS, 529 College Savings Plans, and Separately Managed Accounts. The position requires obtaining Series 7 and Series 66 securities licenses within 120 days of hire, followed by work as a licensed financial professional. The company covers the costs of obtaining the licenses and provides training and study time during regular business hours. The Securities Industry Essentials (SIE) exam is also required, and exam-material costs are reimbursed. This is an existing vacancy based in Tempe, Arizona, with a hybrid working arrangement. The expected salary range is $45,000–$75,000, with the opportunity to participate in incentive programs and earn performance-based incentive compensation. Eligible employees may access customizable benefits, retirement savings plans, and paid time off.

Requirements

Bachelor’s degree or equivalent experience in Business, Commerce, Economics, Analytics/Mathematics/Statistics, or a similar program is helpful.
Complete the Series 7 and Series 66 securities licenses within 120 days of hire.
Complete the Securities Industry Essentials (SIE) exam.
Demonstrate curiosity about capital markets.
Desire to acquire sales experience within the financial services industry.
Demonstrate relationship-management skills, including the ability to work in a team environment.
Strong time-management, organizational, 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.

Nice To Haves

Completion of the Securities Industry Essentials (SIE) exam is preferred.

Responsibilities

Establish and nurture relationships with Internal Sales Management and Internal Business Consultants.
Research and thoroughly analyze competitor products to understand how they interact with the overall composition of clients’ portfolios.
Partner with Internal Business Consultants to provide reporting, analysis, and insights to registered representatives, helping identify investing opportunities and potential market issues and improve portfolio construction.
Work with Internal Business Consultants to identify 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 with internal departments to understand John Hancock’s internal strategies.
Partner on department initiative projects to implement new processes and sales strategies across territories.
Serve as a priority point of contact for inbound sales inquiries and potential client relationship development opportunities.
Assist with the Continuing Education (CE) reporting process for large events.
Help drive attendance at local events hosted by external parties.

Benefits

The company covers all costs associated with acquiring the Series 7 and Series 66 licenses and provides training and study time during regular business hours.
Reimbursement for SIE exam materials.
Eligible employees may receive 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.
Retirement savings plans, including pension/401(k) savings 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 (or more where required by law).
Statutory leaves of absence.
Opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
Flexible environment supporting well-being and inclusion.