Manulife Insurance Malaysia
Associate Director, Consultant Relations
Manulife Insurance Malaysia, Boston, Massachusetts, us, 02298
***Nous utilisons des*
*pour fournir des statistiques qui nous aident à vous offrir la meilleure expérience sur note site. Vous y trouverez des renseignements sur les témoins, ou vous pouvez les désactiver si vous préférez. Toutefois, en continuant d’utiliser le site sans modifier les paramètres, vous consentez à notre utilisation de*****Job Summary**The Associate Director, Consultant Relations, plays a pivotal role in supporting sales and relationship development within the North American institutional client channel. This position partners closely with Managing Directors to drive capital raising initiatives across public and private market investment products, while actively engaging with research analysts, field consultants, and institutional investors. The role also encompasses database management, conference and event coordination, and cross-functional collaboration with marketing, compliance, and portfolio management teams to ensure seamless execution and outstanding client outcomes.**Position Responsibilities****1. External Database Management*** External Search Platforms: Proactively leverage external databases to identify new leads, manage territory strategy, and conduct industry research. Maintain expertise in industry databases to uncover and evaluate client marketplace opportunities.* Consultant Databases: Ensure firm and strategy data are accurately maintained in consultant databases; lead significant database updates as required and coordinate with internal stakeholders.* Prospecting: Support the development of new relationships and identify business opportunities for Manulife Investment Management’s public and private market institutional products, including public equity, fixed income, real assets, private equity, and private credit.**2. Internal Database Management*** •Requests: Monitor, track, and submit quarterly and ad hoc requests from consultants (RFI/DDQ/RFPs), coordinating with portfolio management for specific information needs.* •CRM: Assist with Salesforce reporting and collaborate on new initiatives and system enhancements. Generate reports for senior management detailing consultant relations activities, progress, and strategic goals.**3. Knowledge Upkeep*** Product Knowledge: Maintain familiarity with direct institutional channels, including public plans, large corporate retirement plans, endowments & foundations, insurance, and sub-advisory. Stay informed on investment portfolio performance and competitive positioning, with the ability to present insights as opportunities arise.* Marketplace Knowledge: Demonstrate a strong understanding of the North American investment consultant landscape.* KPIs: Oversee business channel knowledge, monitor key performance indicators (KPIs), and track new business pipeline and progress against plan.**4. Meetings & Events*** • Conferences & Industry Events: Serve as the primary contact for consultant relations conference management, including tracking, organization, preparation, and attendee coordination. Manage speaker requests, deliverables, and marketing materials.* • Field Meetings: Organize logistics and preparation for consultant relations and investment management teams, ensuring all materials and arrangements are in place.* • Onsite & Due Diligence Meetings: Host client onsite visits and due diligence meetings, aligning senior leadership and relevant departments for optimal outcomes.* • Coverage: Attend industry conferences and meetings as needed, representing the brand and expanding the consultant relations network. Build relationships with consultants and gradually assume responsibility for seelct consultant firms. Prepare and deliver investment updates to consultants, research analysts, and institutional investors.\*Occasional travel required (less than 10%).**5. Internal Relationship Management*** Distribution: Ensure alignment and coordination between the consultant relations team and sales/relationship management teams on outreach initiatives, including roadshows and conferences.* Marketing: Collaborate with marketing to execute initiatives such as newsletters, webinars, invitations, and social media posts, while communicating consultant relations priorities.* Cross-Functional Collaboration: Provide functional and technical guidance to internal teams, including portfolio management, compliance, and other departments that impact client outcomes and experiences.**6. Career Development*** • Pursue ongoing professional development, including additional financial industry licenses, certifications, and relevant coursework.* Required Qualifications:* • Minimum of three years’ relevant experience in asset management, client relations, or sales.* • Bachelor’s Degree* • FINRA Licenses: Securities Industry Essentials (SIE), Series 7, Series 63/65/66.**Preferred Qualifications*** Solid understanding of capital markets and institutional channels (public plans, corporate retirement, endowments, insurance, sub-advisory).* Demonstrated success in sales prospecting and lead generation.* Exceptional interpersonal, presentation, and client-facing skills.* Ability to communicate complex information in a clear, client-friendly manner.* Capable of working independently and collaboratively within a team.* Strong curiosity, analytical thinking, and a collaborative mindset.* Progress toward professional designations or graduate education (CFA, CIMA, MBA, MSF, or similar) is highly desirable.**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..**À propos de Manuvie et de John Hancock**La Société Financière Manuvie est un chef de file mondial des services financiers qui aide les gens à prendre leurs décisions plus facilement et à vivre mieux. Pour en apprendre plus à notre sujet, rendez vous à l’adresse .**Manuvie est un employeur qui souscrit au principe de l’égalité d’accès à l’emploi**Chez Manulife/John Hancock nous valorisons notre diversité. Nous nous efforçons d’attirer, de perfectionner et de maintenir une main d'oeuvre qui est aussi diversifiée que nos clients, et de favoriser la création d’un milieu de travail inclusif qui met à profit la diversité de nos employés et les compétences de chacun. Nous nous engageons à assurer un recrutement, une fidélisation, une promotion et une rémunération équitables, et nous administrons toutes nos pratiques et tous nos programmes sans discrimination en raison de la race, de l’ascendance, du lieu d’origine, de la couleur, de l’origine ethnique, de la citoyenneté, de la religion ou des croyances ou des convictions religieuses, du genre (y compris grossesse et affection liée à une grossesse), de l’orientation sexuelle, des caractéristiques génétiques, du statut d’ancien combattant, de l’identité de genre, de l’expression de genre, de l’âge, de l’état matrimonial, de la situation de famille, d’une invalidité ou de tout autre motif protégé par la loi applicable.Nous nous sommes donné comme priorité d’éliminer les obstacles à l’accès égalitaire à l’emploi. C’est pourquoi un représentant des Ressources humaines collaborera avec les candidats qui demandent accommodement raisonnable pendant le recrutement. Tous les renseignements communiqués pendant le processus de demande d'accommodement seront stockés et utilisés conformément aux lois et aux politiques applicables de Manuvie. Pour demander une mesure d’accommodement raisonnable dans le cadre du recrutement, écrivez à recruitment@manulife.com.**Referenced Salary Location**Boston, Massachusetts**Modalités de travail**Hybride**Salary range is expected to be between**$90,225.00 USD - $162,405.00 USDSi vous posez votre candidature à ce poste en dehors de la région principale, veuillez écrire à recruitment@manulife.com #J-18808-Ljbffr
*pour fournir des statistiques qui nous aident à vous offrir la meilleure expérience sur note site. Vous y trouverez des renseignements sur les témoins, ou vous pouvez les désactiver si vous préférez. Toutefois, en continuant d’utiliser le site sans modifier les paramètres, vous consentez à notre utilisation de*****Job Summary**The Associate Director, Consultant Relations, plays a pivotal role in supporting sales and relationship development within the North American institutional client channel. This position partners closely with Managing Directors to drive capital raising initiatives across public and private market investment products, while actively engaging with research analysts, field consultants, and institutional investors. The role also encompasses database management, conference and event coordination, and cross-functional collaboration with marketing, compliance, and portfolio management teams to ensure seamless execution and outstanding client outcomes.**Position Responsibilities****1. External Database Management*** External Search Platforms: Proactively leverage external databases to identify new leads, manage territory strategy, and conduct industry research. Maintain expertise in industry databases to uncover and evaluate client marketplace opportunities.* Consultant Databases: Ensure firm and strategy data are accurately maintained in consultant databases; lead significant database updates as required and coordinate with internal stakeholders.* Prospecting: Support the development of new relationships and identify business opportunities for Manulife Investment Management’s public and private market institutional products, including public equity, fixed income, real assets, private equity, and private credit.**2. Internal Database Management*** •Requests: Monitor, track, and submit quarterly and ad hoc requests from consultants (RFI/DDQ/RFPs), coordinating with portfolio management for specific information needs.* •CRM: Assist with Salesforce reporting and collaborate on new initiatives and system enhancements. Generate reports for senior management detailing consultant relations activities, progress, and strategic goals.**3. Knowledge Upkeep*** Product Knowledge: Maintain familiarity with direct institutional channels, including public plans, large corporate retirement plans, endowments & foundations, insurance, and sub-advisory. Stay informed on investment portfolio performance and competitive positioning, with the ability to present insights as opportunities arise.* Marketplace Knowledge: Demonstrate a strong understanding of the North American investment consultant landscape.* KPIs: Oversee business channel knowledge, monitor key performance indicators (KPIs), and track new business pipeline and progress against plan.**4. Meetings & Events*** • Conferences & Industry Events: Serve as the primary contact for consultant relations conference management, including tracking, organization, preparation, and attendee coordination. Manage speaker requests, deliverables, and marketing materials.* • Field Meetings: Organize logistics and preparation for consultant relations and investment management teams, ensuring all materials and arrangements are in place.* • Onsite & Due Diligence Meetings: Host client onsite visits and due diligence meetings, aligning senior leadership and relevant departments for optimal outcomes.* • Coverage: Attend industry conferences and meetings as needed, representing the brand and expanding the consultant relations network. Build relationships with consultants and gradually assume responsibility for seelct consultant firms. Prepare and deliver investment updates to consultants, research analysts, and institutional investors.\*Occasional travel required (less than 10%).**5. Internal Relationship Management*** Distribution: Ensure alignment and coordination between the consultant relations team and sales/relationship management teams on outreach initiatives, including roadshows and conferences.* Marketing: Collaborate with marketing to execute initiatives such as newsletters, webinars, invitations, and social media posts, while communicating consultant relations priorities.* Cross-Functional Collaboration: Provide functional and technical guidance to internal teams, including portfolio management, compliance, and other departments that impact client outcomes and experiences.**6. Career Development*** • Pursue ongoing professional development, including additional financial industry licenses, certifications, and relevant coursework.* Required Qualifications:* • Minimum of three years’ relevant experience in asset management, client relations, or sales.* • Bachelor’s Degree* • FINRA Licenses: Securities Industry Essentials (SIE), Series 7, Series 63/65/66.**Preferred Qualifications*** Solid understanding of capital markets and institutional channels (public plans, corporate retirement, endowments, insurance, sub-advisory).* Demonstrated success in sales prospecting and lead generation.* Exceptional interpersonal, presentation, and client-facing skills.* Ability to communicate complex information in a clear, client-friendly manner.* Capable of working independently and collaboratively within a team.* Strong curiosity, analytical thinking, and a collaborative mindset.* Progress toward professional designations or graduate education (CFA, CIMA, MBA, MSF, or similar) is highly desirable.**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..**À propos de Manuvie et de John Hancock**La Société Financière Manuvie est un chef de file mondial des services financiers qui aide les gens à prendre leurs décisions plus facilement et à vivre mieux. Pour en apprendre plus à notre sujet, rendez vous à l’adresse .**Manuvie est un employeur qui souscrit au principe de l’égalité d’accès à l’emploi**Chez Manulife/John Hancock nous valorisons notre diversité. Nous nous efforçons d’attirer, de perfectionner et de maintenir une main d'oeuvre qui est aussi diversifiée que nos clients, et de favoriser la création d’un milieu de travail inclusif qui met à profit la diversité de nos employés et les compétences de chacun. Nous nous engageons à assurer un recrutement, une fidélisation, une promotion et une rémunération équitables, et nous administrons toutes nos pratiques et tous nos programmes sans discrimination en raison de la race, de l’ascendance, du lieu d’origine, de la couleur, de l’origine ethnique, de la citoyenneté, de la religion ou des croyances ou des convictions religieuses, du genre (y compris grossesse et affection liée à une grossesse), de l’orientation sexuelle, des caractéristiques génétiques, du statut d’ancien combattant, de l’identité de genre, de l’expression de genre, de l’âge, de l’état matrimonial, de la situation de famille, d’une invalidité ou de tout autre motif protégé par la loi applicable.Nous nous sommes donné comme priorité d’éliminer les obstacles à l’accès égalitaire à l’emploi. C’est pourquoi un représentant des Ressources humaines collaborera avec les candidats qui demandent accommodement raisonnable pendant le recrutement. Tous les renseignements communiqués pendant le processus de demande d'accommodement seront stockés et utilisés conformément aux lois et aux politiques applicables de Manuvie. Pour demander une mesure d’accommodement raisonnable dans le cadre du recrutement, écrivez à recruitment@manulife.com.**Referenced Salary Location**Boston, Massachusetts**Modalités de travail**Hybride**Salary range is expected to be between**$90,225.00 USD - $162,405.00 USDSi vous posez votre candidature à ce poste en dehors de la région principale, veuillez écrire à recruitment@manulife.com #J-18808-Ljbffr