Associate Managing Director
$65,000–$65,000 year
On-siteBoston, Massachusetts, United States
Job Summary
Promote full range of Wealth Management solutions to registered investment advisors, establishing new sales in Manulife John Hancock Investments products. Prospect and build relationships with advisors holding AUM levels above $750 million, while maintaining engagement levels and recording all activities in the CRM platform. Achieve aggressive sales targets and annual production goals by providing proactive sales ideas, presenting topic-relevant seminars, and sharing best practices with peers. This role functions as a central resource for internal departments, supporting senior external sales partners to maximize client experience and derive new business pipeline.
Required Qualifications
- College or University degree in a related field
- 3 years Investment Sales experience
- extensive and thorough knowledge of Financial Services industry and capital markets
- familiarity in advisor practice management
- Knowledge of Wealth Management products
- understanding of global financial markets
- Effective presentation skills and delivery to engage with different audiences
- Ability to prioritize
- effective time management skills
- ability to schedule time to work on the business
- Proven sales acumen
- business development
- prospecting aptitude
- FINRA Licenses: Securities Industry Essentials (SIE), Series 7, Series 63 & 65 or 66
Desired Qualifications
- knowledgeable on the current industry landscape and competitors with an ability to be innovative in sales strategies, marketing concepts, and product applications
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