Job Description
The RIA Internal Business Consultant will partner with an external RIA Business Consultant to create, develop and implement programs that help advisors build their business and increase John Hancock Investments AUM. Using discretion and judgment they will strategically manage their territory providing insight, advice, practice management ideas and product updates to registered representatives. Required to have working knowledge and expertise of mutual funds, ETF’s, UCITS, 529 College Savings Plans and Separately Managed Accounts.
Individual Responsibilities - A portion of the day will consist of running and analyzing advisor portfolios to uncover opportunities and potential unforeseen issues.
- This individual must have outstanding research and analytic capabilities. Ability to research competitor products, gain a high proficiency in those products, and understand how those products will get along with the overall composition of our clients’ portfolios.
- Leverage tools including Morningstar Workstation, Morningstar Advisor Portal and John Hancock Portfolio Insight to perform analysis and provide insight and advice for registered representatives helping them improve portfolio construction.
- Review and research advisor websites, LinkedIn, and data packs to personalize practice management and business building solutions.
- Participate in roundtable discussions and feedback sessions growing industry knowledge and product expertise.
- Maintain competitive intelligence by attending meetings and engaging other internal departments to understand John Hancock's internal strategies.
- Lead projects for department initiatives to fully implement new processes, strategies, and more.
- Act as a mentor to new Inside Wholesalers and assist in development, implementation, and delivery of training classes for the Investments sales desk.
- Act as Fund/Firm/Separate Account/Marketing Liaison. Relay a positive attitude about department initiatives and stand behind decisions of management.
Required Qualifications - FINRA Series 7 and 63, 65, or 66 required.
- Bachelor's degree or equivalent experience.
- 1-5 years of sales/consulting experience preferably within the financial services industry.
- Proven relationship management skills, including the ability to work in a team environment.
- Strong analytical time management, organizational, and problem-solving skills.
- Ability to learn and adapt quickly while applying creativity.
- Ability to thrive in a dynamic, high call volume environment, with enthusiasm and a positive attitude.
- Collaborate with internal and external resources to meet business needs.
- Prioritizing work to ensure completion of the largest opportunities.
- Use segmentation information provided to focus on the opportunities with the greatest future potential in a given territory.
When You Join Our Team - 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.
JOHN HANCOCK IS AN EQUAL OPPORTUNITY EMPLOYER - AA/F/M/D/V
About Manulife And John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit
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
[email protected].
Working Arrangement Hybrid
Salary & Benefits Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact
[email protected] for additional information.
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 employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.
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I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency Company: John Hancock Life Insurance Company (U.S.A.)
Job Tags
Temporary work, Full time, Local area, Flexible hours,