Associate Director – Retirement Investment Consulting; DCIO

Description

The Associate Director – Retirement Investment Consulting (DCIO) is responsible for supporting and executing the distribution of Manulife John Hancock Investments (MJHI) investment strategies on an Investment Only (IO) basis to retirement plans through intermediaries. This role partners closely with Managing Directors and senior sales leadership to drive DCIO sales initiatives, deepen intermediary relationships, and enhance overall coverage effectiveness.

The Associate Director contributes meaningfully to territory strategy, pipeline development, and client engagement while developing the judgment, consultative skills, and investment expertise required for future senior leadership roles within the DCIO organization.

• Support distribution of Manulife John Hancock Investments (IO) strategies to defined contribution retirement plans through intermediaries, consultants and recordkeepers.
• Partner with Managing Directors to execute territory and intermediary coverage strategies, including pipeline development and opportunity tracking.
• Participate in intermediary and client meetings, delivering investment support, product positioning, and follow up execution.
• Assist in identifying new DCIO business opportunities, platform initiatives, and investment searches.
• Remain abreast of investment portfolio performance and competitive positioning points, with expectations to present opportunistically.
• Develop and maintain strong working knowledge of investment strategies, portfolio positioning, and competitive landscape.
• Coordinate cross functionally with Product, Portfolio Management, Marketing, Compliance, and Operations to support sales execution and client outcomes.
• Maintain CRM activity, pipeline reporting, and sales analytics to support management oversight and territory planning.
• Travel as needed to support client engagements, conferences, and team initiatives.

• Relevant industry experience in the asset management industry, 3+ years minimum preferred
• FINRA Licenses:
  Securities Industry Essentials, Series 7, Series 63/65/66
• Progress towards professional designations or continuing education a plus (CFA, CIMA, MBA, MSF)
• Relevant experience in a client relations or sales environment
• Understanding of sales and marketing process
• Functional knowledge of capital markets
• Strong interpersonal and presentation skills
• Ability to package and deliver information in a client-friendly manner
• Ability to work independently
• Curiosity and problem-solving ability
• Team demeanor