John Hancock
Internal Business Consultant (Finance)
Job Description
The Internal Business Consultant will partner with an external 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, ETFs, 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 superior research and analytic capabilities. They must be able to research competitor products, gain a high proficiency in those products, and understand how those products will interact 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 increasing 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.
Job Requirements:
FINRA Series 7 and 63, 65, or 66 required.
Bachelor's degree.
1-5 years of sales/consulting experience preferably within the financial services industry.
Demonstrated 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 work in a changing fast paced high call volume environment, with enthusiasm and a positive attitude.
This position is subject to the Securities and Exchange Commissions Pay-to-Play Rule 206(4)-5 regarding political contributions by investment advisors and their covered associates.
Collaborate with internal and external resources to meet business needs.
Prioritizing work to ensure that the largest opportunities are executed on.
Use segmentation information provided to focus on the opportunities with the greatest future potential in a given territory.
JOHN HANCOCK IS AN EQUAL OPPORTUNITY EMPLOYER - AA/F/M/D/V
If you are ready to unleash your potential its time to start your career with Manulife/John Hancock.
About Manulife
Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. We operate primarily as John Hancock in the United States and Manulife elsewhere. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions. At the end of 2018, we had more than 34,000 employees, over 82,000 agents, and thousands of distribution partners, serving almost 28 million customers. As of March 31, 2019, we had over $1.1 trillion (US$849 billion) in assets under management and administration, and in the previous 12 months we made $29.4 billion in payments to our customers.
Our principal operations in Asia, Canada and the United States are where we have served customers for more than 100 years. With our global headquarters in Toronto, Canada, we trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.
Manulife is an equal opportunity employer. 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 and advancement and we administer all of our practices and programs based on qualification and performance and without discrimination on any protected ground.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request any accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.