Manulife
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
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.
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.
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.
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 selected consultant firms. Prepare and deliver investment updates to consultants, research analysts, and institutional investors.
Occasional travel required (less than 10%).
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.
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.
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 https://www.manulife.com/en/about/our-story.html.
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 recruitment@manulife.com.
Salary and Location: Boston, Massachusetts – Hybrid work arrangement. Salary range: $90,225.00 USD – $162,405.00 USD.
#J-18808-Ljbffr
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
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.
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.
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.
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 selected consultant firms. Prepare and deliver investment updates to consultants, research analysts, and institutional investors.
Occasional travel required (less than 10%).
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.
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.
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 https://www.manulife.com/en/about/our-story.html.
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 recruitment@manulife.com.
Salary and Location: Boston, Massachusetts – Hybrid work arrangement. Salary range: $90,225.00 USD – $162,405.00 USD.
#J-18808-Ljbffr