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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.

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Acerca de Manulife y John Hancock

Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com .

Manulife es un empleador que ofrece igualdad de oportunidades

En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.

Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a [email protected] .

Ubicación principal

Boston, Massachusetts

Modalidades de Trabajo

Híbrido

Se prevé que el rango salarial esté entre

$90,225.00 USD - $162,405.00 USD

Si se está postulando para este puesto fuera de la ubicación principal, póngase en contacto con [email protected] para conocer el rango salarial de su ubicación. El salario real variará según las condiciones locales del mercado, la geografía y los factores relacionados con el trabajo pertinentes, como conocimiento, habilidades, calificaciones, experiencia y educación/capacitación. Los empleados también tienen la oportunidad de participar en programas de incentivos y obtener una compensación de incentivos vinculada al desempeño comercial e individual.

Manulife/John Hancock ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar. También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de ahorro 401(k) o de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educación financiera. Nuestro generoso programa de días libres pagos en EE. UU. contempla hasta 11 días festivos, 3 días personales, 150 horas de vacaciones y 40 horas de licencia por enfermedad (o más cuando lo exija la ley) por año, y ofrecemos todos los tipos de licencias contempladas por la ley.

Conozca sus derechos (https://www.dol.gov/agencies/ofccp/posters)

Permiso Familiar y Médico

Ley de Protección del Empleado contra el Examen Poligráfico (https://www.dol.gov/sites/dolgov/files/WHD/legacy/files/eppac.pdf)

Derecho al Trabajo

Verificación Electrónica (E-** **Verify** **)

Transparencia Salarial (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)

Company: John Hancock Life Insurance Company (U.S.A.)