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Job Title :
Associate Director, Financial Institutions & Advisory Solutions
Job ID :
Category :
Sales Group
Location :
Boston, MA US
Job Type :
Full Time
Posted On :
Job Description :

Are you looking for unlimited opportunities to develop and succeed?  With work that challenges and makes a difference and a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.


The Associate Director, Financial Institutions and Advisory Solutions is responsible for internal sales and support of mutual funds, exchange traded funds (ETFs), UCITS, and separately managed accounts that are sold through all professional buyer channels, including institutional, RIA, Global Financial Institutions and DCIO/Retirement channels.


  • New Lead Development - actively prospect for new business opportunities and develop new relationships with key contacts through calls, emails, and virtual/web-based meetings.
  • Team Sales Approach - support Managing Director counterpart in territory sales efforts including: identifying best leads for introduction, scheduling, meeting follow-up, maintaining opportunity pipeline, and creating specific product proposals.
  • Sales Development – drive new pipeline opportunities and appropriately work through the new sales process.
  • Asset Retention - maintain and increase the existing asset base through active participation in sales and relationship management.
  • Client Relations - provide superior service to existing clients through product/firm updates and value add initiatives, while identifying potential cross-sale opportunities.
  • Client Presentations – deliver John Hancock firm overview and product-specific presentations.
  • Collaboration - contribute to ad hoc team operational, sales, marketing projects as needed.
  • Maintain active knowledge of John Hancock Investments product suite.
  • Maintain active knowledge of capital market trends.
  • Travel as needed, attending industry conferences and key relationship meetings & events 


Recommended Experience  

  • College Degree Preferred (BA/BS)
  • 1-3 years of industry experience
  • 1+ years working in a sales capacity
  • Required or preferred licenses: FINRA Series 7 & 63, 65 or 66 licenses
  • Track for obtaining CIMA, CFA, MBA and/or advanced degree a plus

Knowledge and Skills

  • Communication skills (i.e., Strong verbal and written skills, ability to present to complex products.)
  • An embrace of ownership
  • Independent drive
  • Positive Attitude
  • Experience with the specified buyer marketplace
  • Prospecting Skills
  • Presentation Skills
  • Mutual Fund, UCITS, Exchange Traded Funds (ETFs), and Separately Managed Accounts (SMA) Product Knowledge
  • Time and territory management 


About John Hancock Financial and Manulife
 John Hancock is a division of Manulife Financial Corporation, a leading international financial services
group that helps people achieve their dreams and aspirations by putting customers’ needs first and
providing the right advice and solutions. We operate primarily as John Hancock in the United States, and
Manulife elsewhere. We provide financial advice, insurance and wealth and asset management
solutions for individuals, groups and institutions. Assets under management and administration by
Manulife and its subsidiaries were over $1.04 trillion (US$829.4 billion) as of December 31, 2017. Manulife Financial Corporation trades as MFC on the TSX, NYSE, and PSE, and under 945 on the SEHK. Manulife can be found at
One of the largest life insurers in the United States, John Hancock supports approximately 10.7 million
Americans with a broad range of financial products, including life insurance, annuities, investments,
401(k) plans, and college savings plans. We also offer advice through Signator, a network of independent
financial advisors. Additional information about John Hancock may be found at
Agency submissions and contacts are by invitation only and must be initiated by John Hancock's Recruiting Department only.  Unsolicited agency submissions will not be honored.

Sales Group
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