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Associate Director – Retirement Investment Consulting (DCIO)
$45,000–$75,000 year
Hybrid · Boston, Massachusetts, United States or Tempe, Arizona, United States
Job Summary
Support distribution of Manulife John Hancock Investments (IO) strategies to defined contribution retirement plans through intermediaries, consultants and recordkeepers. Partner with Managing Directors to execute territory and intermediary coverage strategies, including pipeline development and opportunity tracking. Participate in intermediary and client meetings, delivering investment support, product positioning, and follow up execution. Assist in identifying new DCIO business opportunities, platform initiatives, and investment searches. Remain abreast of investment portfolio performance and competitive positioning points, with expectations to present opportunistically. Develop and maintain strong working knowledge of investment strategies, portfolio positioning, and competitive landscape. Coordinate cross functionally with Product, Portfolio Management, Marketing, Compliance, and Operations to support sales execution and client outcomes. Maintain CRM activity, pipeline reporting, and sales analytics to support management oversight and territory planning. Travel as needed to support client engagements, conferences, and team initiatives.
Required Qualifications
- 3+ years preferred in asset management or related client relations/sales environment
- FINRA Licenses: Securities Industry Essentials, Series 7, Series 63/65/66
- Understanding of sales and marketing process
- Ability to package and deliver information in a client-friendly manner
- Strong interpersonal and presentation skills
- Ability to travel as needed
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