Internal Business Associate

Posted 19 Days Ago
Be an Early Applicant
Boston, MA
In-Office
Entry level
Fintech • Insurance • Financial Services
The Role
The Internal Business Associate will support Internal Business Consultants and Sales Management by conducting research, providing insights, and assisting with client relationship development to grow business and enhance mutual funds and investment strategies.
Summary Generated by Built In

New Graduates who join our Internal Business Associate role, have an exciting opportunity to partner with Internal Business Consultants and the Sales Management Team to support the creation, development and implementation of programs that help advisors grow their business and increase John Hancock Investments AUM. In this role, you will assist the Internal Business Consultants with strategically handling a territory, while aiding in research, reporting, providing insights, advice, practice management ideas and product updates to registered representatives. In this role you will develop a strong understanding of mutual funds, ETF’s, UCITS, 529 College Savings Plans and Separately Managed Accounts.

As part of the requirements for this role, you will need to acquire the Series 7 and Series 66 securities licenses within 120 days of hire so that you can then begin your career as a licensed financial professional. We will cover all costs associated with acquiring these licenses and will provide you with requisite training, and time to study during regular business hours to support you in being fully prepared for these exams. You will also need to complete your Securities Industry Essentials (SIE) exam. We will also provide reimbursement for these exam materials.

Position Responsibilities:

  • Establish and nurture relationships with Internal Sales Management and Internal Business Consultants

  • Conduct research and thoroughly analyze competitor products to gain proficiency in understanding how those products will interact with the overall composition of our clients’ portfolios

  • Partner with Internal Business Consultants to provide reporting, analysis, and insights to registered representatives, helping them identify investing opportunities and proactively uncover any potential market issues, so they can improve portfolio construction

  • Work alongside Internal Business Consultants to unveil opportunities to improve the efficiency and effectiveness of the Internal Sales Desk

  • Participate in roundtable discussions and feedback sessions to increase industry knowledge and product expertise.

  • Maintain competitive intelligence by attending meetings and engaging other internal departments to understand John Hancock’s internal strategies.

  • Partner on projects for department initiatives to fully implement new processes, & Sales strategies across territories

  • Serve as priority point of contact for inbound sales inquiries and potential client relationship development opportunities

  • Assist in Continuing Education (CE) reporting process for large events

  • Help drive attendance to local events hosted by externals

Required Qualifications:

  • Bachelor’s degree or equivalent experience in Business, Commerce, Economics, Analytics/Mathematics/ Statistics, or similar program is preferred.

  • Completion of Series 7 and Series 66 securities licenses within 120 days of hire.

  • Validated curiosity about Capital Markets.

  • Desire to acquire. sales experience within the financial services industry

  • Proven relationship management skills, including the ability to work in a team environment.

  • Strong time management, interpersonal, and problem-solving skills.

  • Ability to learn and adapt quickly while applying creativity.

  • Ability to work in a fast-paced environment, with passion and a positive attitude.

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.

#LI-JH

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 [email protected].

Working Arrangement

Hybrid

Salary & Benefits

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. Please contact [email protected] for additional information.

Manulife/John Hancock offers 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 I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency

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

Top Skills

Financial Services Software
Microsoft Office Suite
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Toronto, Ontario
32,427 Employees

What We Do

Manulife is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We have more than 40,000 employees, over 116,000 agents serving ~34 million customers worldwide, and over $1.3 trillion in assets under management and administration.
Visit www.Manulife.com to find out more.

For Manulife terms of use, please visit http://bit.ly/SM_Terms

Similar Jobs

Nexthink Logo Nexthink

Business Development Representative

Artificial Intelligence • Big Data • Information Technology • Software
Hybrid
Boston, MA, USA
47K-73K

Motorola Solutions Logo Motorola Solutions

Implementation Specialist

Artificial Intelligence • Hardware • Information Technology • Security • Software • Cybersecurity • Big Data Analytics
Hybrid
Framingham, MA, USA
64K-90K Annually

Motorola Solutions Logo Motorola Solutions

Technical Support

Artificial Intelligence • Hardware • Information Technology • Security • Software • Cybersecurity • Big Data Analytics
Remote or Hybrid
Waltham, MA, USA
45K-75K
Hybrid
Boston, MA, USA

Similar Companies Hiring

Amplify Platform Thumbnail
Fintech • Financial Services • Consulting • Cloud • Business Intelligence • Big Data Analytics
Scottsdale, AZ
62 Employees
Camber Thumbnail
Social Impact • Healthtech • Fintech
New York, NY
53 Employees
Rain Thumbnail
Web3 • Payments • Infrastructure as a Service (IaaS) • Fintech • Financial Services • Cryptocurrency • Blockchain
New York, NY
40 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account