Internal Business Associate

Manulife • Boston, MA

12d • Hybrid

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 strategically manages an assigned territory, providing registered representatives with insight, advice, practice-management ideas, and product updates. It requires expertise in mutual funds, ETFs, UCITS, 529 College Savings Plans, and Separately Managed Accounts.

The associate analyzes advisor portfolios to identify opportunities and potential issues, researches competitor products, and evaluates how those products fit within clients’ portfolios. Using Morningstar Workstation, Morningstar Advisor Portal, and John Hancock Portfolio Insight, the role provides analysis and guidance to help representatives improve portfolio construction. The associate also researches advisor websites, LinkedIn profiles, and data packs to tailor practice-management and business-building solutions.

The position contributes to roundtable discussions, competitive intelligence, and department initiatives; mentors new Inside Wholesalers; helps develop and deliver sales-desk training; and serves as a liaison for funds, the firm, separate accounts, and marketing. The role is based in Boston, Massachusetts, with a hybrid working arrangement. The advertised position is an existing vacancy.

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; financial services experience is preferred.
• Solid understanding and expertise in mutual funds, ETFs, UCITS, 529 College Savings Plans, and Separately Managed Accounts.
• 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.

Nice To Haves

• Sales or consulting experience within the financial services industry.
• Experience or familiarity with Morningstar Workstation, Morningstar Advisor Portal, or John Hancock Portfolio Insight.

Responsibilities

• Partner with an external Business Consultant to compose, develop, and implement programs that help advisors build their businesses and increase John Hancock Investments AUM.
• Manage the assigned territory strategically, providing registered representatives with insight, advice, practice-management ideas, and product updates.
• Run and analyze advisor portfolios to identify opportunities and potential unforeseen issues.
• Research competitor products, develop proficiency in them, and assess how they fit with the overall composition of clients’ portfolios.
• Use Morningstar Workstation, Morningstar Advisor Portal, and John Hancock Portfolio Insight to analyze portfolios and advise representatives on portfolio construction.
• Research advisor websites, LinkedIn profiles, and data packs to personalize practice-management and business-building solutions.
• Participate in roundtable discussions and feedback sessions to develop industry knowledge and product expertise.
• Maintain competitive intelligence by attending meetings and engaging internal departments to understand John Hancock’s strategies.
• Lead department initiative projects to implement new processes and strategies.
• Mentor new Inside Wholesalers and assist with developing, implementing, and delivering training classes for the Investments sales desk.
• Act as a Fund, Firm, Separate Account, and Marketing Liaison.
• Support department initiatives and management decisions with a positive attitude.
• Collaborate with internal and external resources to meet business needs.
• Prioritize work to complete the largest opportunities and use segmentation information to focus on opportunities with the greatest future potential in the territory.

Benefits

• Eligible employees may receive health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage.
• Adoption and surrogacy benefits, wellness benefits, and employee/family assistance plans are available to eligible employees.
• Retirement savings plans include pension and 401(k) savings plans, as well as a global share ownership plan with employer matching contributions.
• Financial education and counseling resources.
• U.S. paid time off includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time annually, or more where required by law.
• Statutory leaves of absence.
• Incentive programs may provide compensation tied to business and individual performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level