Internal Business Associate

About the Role

New graduates will partner with Internal Business Consultants and the Sales Management Team to support the creation, development, and implementation of programs aimed at helping advisors grow their business and increase John Hancock Investments AUM.

Key Responsibilities

• Build and maintain relationships with advisors and key internal Manulife partners
• Provide input for the development and execution of the annual territory business plan
• Assist in the preparation of reports and fund proposals for internal partners and investment advisors
• Coordinate and participate in corporate and social events with industry professionals
• Act as the main point of contact with internal and external partners
• Schedule and confirm meetings for the District Vice President
• Manage territory budgets
• Facilitate weekly team meetings
• Spearhead the process for requesting Portfolio Manager access in the field
• Plan and implement events from initial planning stages to agenda creation
• Use a mass email tool to manage email territory distribution lists, execute e-marketing campaigns, and run tracking reports to analyze campaign success
• Provide guidance to sales teams regarding internal Manulife policies and industry regulations governing sales practices
• Assist Internal Business Consultants with strategically managing a territory
• Aid in research, reporting, providing insights, advice, practice management ideas, and product updates to registered representatives

Requirements & Tech Stack

• Expected Graduation of Spring/Summer 2023
• Bachelor’s degree in Business, Commerce, Economics, Analytics/Mathematics/Statistics, or a similar program is preferred
• Demonstrated interest in Capital Markets
• Desire to obtain sales experience within the financial services industry
• Obtain Series 7 and Series 66 securities licenses within 120 days of hire
• Complete your Securities Industry Essentials (SIE) exam
• Strong PC skills with experience using Microsoft Office, especially Word and Excel
• Ability to learn new technologies quickly
• Experience with Salesforce
• Experience with SAP Concur

Qualifications

• Balance multiple priorities while maintaining a high level of accuracy and attention to detail
• Flexible and adaptable when dealing with changing priorities and tight deadlines
• Excellent problem-solving and analytical skills
• Investigate problems without supervision
• Learn quickly and are a self-starter who takes initiative and thrives in a fast-paced work environment
• Demonstrate tact and professionalism while mitigating risk
• Develop a strong understanding of mutual funds, ETFs, UCITS, 529 College Savings Plans, and Separately Managed Accounts.