Associate Managing Director
Core
Internal sales and relationship development for Registered Investment Advisors (RIAs), managing channel growth and client success for Manulife John Hancock Investments products.
Role type
Associate Managing Director, Wealth Management Sales
Builds
New business pipeline and sales growth for Manulife John Hancock Investments products
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Investment sales, prospecting, relationship management, sales strategy, financial markets knowledge, presentation skills, CRM usage, business development
Preferred skills
Advisor practice management knowledge, industry landscape expertise, innovative marketing concepts
Technologies
CRM platforms
Responsibilities
Promote Wealth Management solutions to RIAs, establish new sales, prospect and build relationships, maintain engagement with RIAs, achieve sales targets, present seminars to advisors, share best practices, participate in product sales
Seniority
Mid-level, hands-on IC