ETF & Model Portfolio Specialist

Summary

Manulife, through John Hancock Investments, is a financial services provider seeking an ETF & Model Portfolio Specialist to drive adoption of ETF and model portfolio solutions. The client-facing role develops advisor and intermediary relationships, grows assets under management, provides portfolio expertise, manages territory sales activities, and partners with internal teams on distribution and product strategy.

Responsibilities

• Own territory-level ETF and model portfolio business development, including pipeline creation, advisor acquisition, and AUM growth
• Drive distribution across broker-dealers, RIAs, and strategic platforms, with a focus on expanding advisor adoption and wallet share
• Manage territory to hit annual ETF and Model Portfolio sales goals
• Serve as a subject matter expert on ETF and model portfolio solutions, including portfolio construction, implementation, and positioning
• Help advisors integrate ETFs and model portfolios into client portfolios, including asset allocation, blending, and use-case discussions
• Deliver timely market insights, product updates, and practice management ideas to support advisor growth
• Partner closely with Business Consultants to drive coordinated territory coverage and sales outcomes
• Deliver training and ongoing education to internal teams on ETF and model portfolio capabilities and positioning
• Provide field feedback to product, marketing, and investment teams to enhance product development and go-to-market strategy
• Utilize CRM and analytics tools to manage sales pipeline, prioritize opportunities, and measure effectiveness
• Monitor and report on key performance indicators, including AUM growth, advisor penetration, and activity metrics
• Leverage digital tools and virtual engagement strategies to increase scale and efficiency
• Represent John Hancock Investment Management at conferences, client events, and training sessions
• Maintain a consistent and credible presence in the ETF and model portfolio marketplace

Skills

• Bachelor's degree or equivalent experience required
• Minimum 3–5 years of asset management wholesaling or related distribution experience
• Series 7 and 66 (or 63/65) required
• Excellent communication and presentation skills (in-person and virtual)
• Proven ability to manage a territory, prioritize effectively, and drive business results
• CFA or CIMA designation preferred
• Strong understanding of ETF structure, trading dynamics, and portfolio applications preferred
• Proficiency with CRM and sales enablement tools (e.g., Salesforce) preferred
• Established presence in the local market preferred

Qualifications

Must Haves

• Bachelor's degree or equivalent experience required
• Minimum 3–5 years of asset management wholesaling or related distribution experience
• Series 7 and 66 (or 63/65) required
• Excellent communication and presentation skills (in-person and virtual)
• Proven ability to manage a territory, prioritize effectively, and drive business results

Nice to Haves

• CFA or CIMA designation preferred
• Strong understanding of ETF structure, trading dynamics, and portfolio applications preferred
• Proficiency with CRM and sales enablement tools (e.g., Salesforce) preferred
• Established presence in the local market preferred

Benefits

• Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
• Remote working arrangement.
• Eligible employees receive health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage.
• Adoption/surrogacy and wellness benefits.
• Employee/family assistance plans.
• Eligible employees receive various retirement savings plans, including pension/401(k) savings plans and a global share ownership plan with employer matching contributions.
• Financial education and counseling resources.
• Up to 11 paid holidays each year.
• 3 personal days each year.
• 150 hours of vacation each year.
• 40 hours of sick time (or more where required by law) each year.
• The full range of statutory leaves of absence.