Job Description

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

Working Arrangement Hybrid



The opportunity

The customer is the focus of everything we do, and millions of end users rely on our products daily. We believe in the value of empowering our staff with the resources to solve critical problems for the future of our business, which is why we need you.

Manulife Investment Management is the global wealth and asset management segment of Manulife Financial Corporation. We draw on more than 150 years of financial stewardship to partner with clients across our institutional, retail, and retirement businesses globally. Our specialist approach to money management includes the highly differentiated strategies of our fixed-income, specialised equity, multi-asset solutions, and private markets teams\xe2\x80\x94along with access to specialised, unaffiliated asset managers from around the world through our multi-manager model. Our personalised, data-driven approach to retirement is focused on delivering financial wellness in retirement plans of all sizes to help plan participants and members retire with dignity.

Responsibilities

• Acts as the subject matter expert across all alternative investment and private market assets classes (private equity, private credit, real assets) with a focus of supporting the private wealth/advised retail channel.
• Engage directly with financial advisors in assigned channel/territory and support existing wholesaler efforts to expand knowledge and use by appropriate advisors/retail investors on private markets and alternative investment solutions.
• Ability to deliver and convey complex investment solutions to advisors in manner that makes them understandable and relatable in both small setting or in larger groups.
• Manages a large territory and works closely with all levels of the sales organization
• Discusses portfolio allocation guidance, suitability, structuring and liquidity considerations for implementation into advisor portfolios
• Partners with key account managers and platform due diligence team to drive product placements, recommended list placements and allocations in model portfolios, as applicable
• Works with Training & Development to build an alternatives education platform for both internal sales professionals and external advisor clients
• Collaborates with various Investment, Strategy and Marketing teams to build content, collateral, and brand awareness campaigns.
• Supports strategic initiatives and projects on behalf of Alternatives Product Team
• Cultivates an understanding of the Alternatives ecosystem through ongoing interactions with internal and external clients
• Coordinates and collaborates with other Investment Specialists, as appropriate
• Engages in meeting preparation, prioritizing relevant information, and advising on presentation content and product positioning
• Produces expected sales results and activity levels as defined by manager
• Maintains an accurate and current log of all activities and opportunities in Salesforce CRM
• Represents MIM/JHIM at conferences, events, and meetings in a professional manner

What motivates you?

• You obsess about customers, listen, engage and act for their benefit.
• You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
• You thrive in teams and enjoy getting things done together.
• You take ownership and build solutions, focusing on what matters.
• You do what is right, work with integrity and speak up.
• You share your humanity, helping us build a diverse and inclusive work environment for everyone.

What we are looking for?

• A minimum of 7-10 years of experience in the investment management industry within business development, with at least 5 years of Alternative Investments experience. Prior experience in private credit, real assets and/or private equity is required
• Knowledge and experience with various investment structures including private placements, tender offer funds, interval funds, NTRs, BDCs
• Experience selling into private wealth channels (wirehouses, private banks, broker-dealers, RIAs)
• Knowledge of current and historical developments in the non-traded industry and the evolution of products to provide appropriate positioning of John Handcock Investment Management (JHIM)\xe2\x80\x99s offerings
• Solid understanding of the operational functions for the private market subscription process including platforms like iCapital, CAIS, +SUBSCRIBE and others
• Strong business development acumen; relationships with Alternatives stakeholders at key broker-dealer firms a plus
• Exceptional communication skills; ability to effectively articulate complex topics internally and externally. Presents effectively in 1:1 meetings and large groups
• Highly proficient in the capital markets and positioning alternatives as a portfolio allocation
• Self-motivated, energetic, goal-oriented, organized with exceptional time management skills
• Detail-oriented and highly motivated
• High degree of integrity with team player mentality
• Strong work ethic, professional disposition, detail\xe2\x80\x93oriented, passion for investments
• Ability to build relationships and influence people at all levels and functions of an organization
• Flexibility and willingness to travel 50% of the time
• Bachelor\xe2\x80\x99s degree, FINRA Series 7 & 66 licenses required, CAIA required, CFA preferred.
• Proficient in Microsoft Excel, Powerpoint, Salesforce, Y-Charts, Video Conferencing Platforms

What can we offer you?

• A competitive salary and benefits packages.
• A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
• A focus on growing your career path with us.
• Flexible work policies and strong work-life balance.
• Professional development and leadership opportunities.

Our commitment to you

• Values-first culture

We lead with our Values every day and bring them to life together. * Boundless opportunity

We create opportunities to learn and grow at every stage of your career. * Continuous innovation

We invite you to help redefine the future of financial services. * Delivering the promise of Diversity, Equity and Inclusion

We foster an inclusive workplace where everyone thrives. * Championing Corporate Citizenship

We build a business that benefits all stakeholders and has a positive social and environmental impact.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as \xe2\x80\x98MFC\xe2\x80\x99 on the Toronto, New York, and the Philippine stock exchanges, and under \xe2\x80\x98945\xe2\x80\x99 in Hong Kong.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact .

Manulife