Associate Managing Director

The Opportunity:

In this role, you will be responsible for internal sales and relationship development, Registered Investment Advisor channel management, and functioning as a central resource for all internal departments affecting both channel growth and the common client’s success. Expectations include partnership and support of the senior external sales partners and maintaining an organized method of tracking key performance indicators and reporting them forward.

The successful candidate will maximize client experience, derive a new business pipeline, and contribute to successful opportunities for Manulife John Hancock Investments products.

• Responsible for promoting a full range of Wealth Management solutions to registered investment advisors (RIA) with industry-leading access to Portfolio Managers and Strategists, providing proactive sales and business building ideas.
• Establishment of new sales in Manulife John Hancock Investments products.
• Prospecting and building new relationships are key to this role.
• Accountable for sales growth and relationship management within a defined region(s).
• Maintain levels of engagement with RIAs in a specific territory/territories and record all activities using the CRM platform.
• Achieve aggressive sales targets and annual production goals.
• Identify and pursue new relationships within the RIAs with AUM levels above $750 million.
• Provide new ideas to advisors to help them develop business.
• Learn and present topic relevant presentations and seminars to RIAs and investors.
• Develop and share ongoing best practices, sales, marketing and business development ideas and strategies with advisors and peers.
• Participation in the sale of investment products through one or more of the advisor channels.

• College or University degree in a related field is required.
• 3 years Investment Sales experience with extensive and thorough knowledge of Financial Services industry and capital markets is preferred. Ideally with familiarity in advisor practice management.
• Knowledgeable on the current industry landscape and competitors with an ability to be innovative in sales strategies, marketing concepts, and product applications.
• Knowledge of Wealth Management products and an understanding of global financial markets.
• Effective presentation skills and delivery to engage with different audiences.
• Ability to prioritize, effective time management skills, and ability to schedule time to work on the business.
• Proven sales acumen, business development, and prospecting aptitude.
• FINRA Licenses:
  Securities Industry Essentials (SIE), Series 7, Series 63 & 65 or 66

• 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.

The role being advertised is an existing vacancy.

宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽 。

在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

需要協助時，請聯絡 。

Boston, Massachusetts

混合式

$65,000.00 USD - $ USD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job‑related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact  for the salary range for your location.

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…