Manulife Financial
Associate Director, Consultant Relations
Manulife Financial, Boston, Massachusetts, us, 02298
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 select 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.
Referenced Salary Location Boston, Massachusetts
Working Arrangement ハイブリッド勤務
Salary range is expected to be between $90,225.00 USD - $162,405.00 USD
If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual 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.
Manulife and John Hancock offer 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. Know Your Rights Family & Medical Leave | Employee Polygraph Protection | Right to Work | E-Verify
マニュライフとジョン・ハンコックについて マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jpをご覧ください。
マニュライフは機会均等を是とする雇用主です マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。
雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、recruitment@manulife.comまでご連絡をお願いします。
Company: John Hancock Life Insurance Company (U.S.A.)
#J-18808-Ljbffr
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 select 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.
Referenced Salary Location Boston, Massachusetts
Working Arrangement ハイブリッド勤務
Salary range is expected to be between $90,225.00 USD - $162,405.00 USD
If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual 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.
Manulife and John Hancock offer 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. Know Your Rights Family & Medical Leave | Employee Polygraph Protection | Right to Work | E-Verify
マニュライフとジョン・ハンコックについて マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jpをご覧ください。
マニュライフは機会均等を是とする雇用主です マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。
雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、recruitment@manulife.comまでご連絡をお願いします。
Company: John Hancock Life Insurance Company (U.S.A.)
#J-18808-Ljbffr