Associate Managing Director, Investment Sales

About the role

Manulife is hiring an Associate Managing Director in Boston for its Registered Investment Advisor channel. The role covers internal sales and relationship development, acts as a central resource for departments affecting channel growth and client success, and supports senior external sales partners. It is an existing vacancy in a hybrid arrangement.

Key responsibilities

• Promote a full range of Wealth Management solutions to registered investment advisors (RIAs), with access to Portfolio Managers and Strategists, and provide proactive sales and business-building ideas.
• Establish new sales in Manulife John Hancock Investments products and build new relationships; account for sales growth and relationship management within a defined region.
• Maintain engagement with RIAs in a territory, record all activities in the CRM platform, and track and report key performance indicators.
• Achieve aggressive sales targets and annual production goals, and identify RIA relationships with assets under management above $750 million.
• Deliver topic-relevant presentations and seminars to RIAs and investors, and share best practices and business development strategies with advisors and peers.
• Take part in selling investment products through one or more advisor channels.

Required profile

• College or university degree in a related field.
• Preferred: 3 years of investment sales experience, knowledge of the financial services industry and capital markets, and familiarity with advisor practice management.
• Knowledge of wealth management products and global financial markets, and awareness of competitors and industry trends.
• Proven sales acumen, business development and prospecting aptitude.
• FINRA licenses: Securities Industry Essentials (SIE), Series 7, Series 63 and 65 or 66.

Required skills

• Effective presentation skills and delivery to different audiences.
• Ability to prioritize, manage time and schedule work on the business.
• Innovative approach to sales strategies, marketing concepts and product applications.

What we offer

• Expected salary range of $65,000 to $108,300 USD, with incentive compensation tied to performance.
• Customizable benefits including health, dental, mental health, vision, life and disability insurance, retirement savings plans and paid time off.