Investment Consultant

🔥 14 hours ago

🏄 California, Illinois, +1 more states – Remote

🏄 California – Remote 🌽 Illinois – Remote 🗽 New York – Remote

💵 $125k - $216.7k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Manulife

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1887

💸 Finance

⚕️ Healthcare Insurance

💰 $1.2G Post-IPO Debt on 2023-03

Finance • Insurance • Healthcare Insurance

Manulife is a leading international financial services group based in Canada, offering a range of insurance and wealth management products to customers across North America, Asia, and Europe. The company is dedicated to helping people with their financial and healthcare needs through innovative solutions in insurance, investment, and retirement planning. Manulife is notable for its commitment to sustainability, diversity, equity, and inclusion. It has been recognized as one of Canada’s Top 100 Employers, demonstrating its dedication to creating a supportive and diverse workplace. With operations spanning numerous countries, Manulife is committed to delivering strong financial performance and customer satisfaction.

📋 Description

• Acts as the subject matter expert across all alternative investment and private market assets classes (private credit, structured credit, real asset and private equity) with a focus on supporting the private wealth/advised retail channel. • Engage directly with financial advisors in assigned channel/territory and support existing wholesaler efforts to expand knowledge and use by appropriate advisors/retail investors on private markets and alternative investment solutions. • Ability to deliver and convey complex investment solutions to advisors in manner that makes them understandable and relatable in both small settings or in larger groups. • Manages a large territory and works closely with all levels of the sales organization • Discusses portfolio allocation guidance, suitability, structuring and liquidity considerations for implementation into advisor portfolios • Partners with key account managers and platform due diligence team to drive product placements, recommended list placements and allocations in model portfolios, as applicable • Works with Training & Development to build an alternatives education platform for both internal sales professionals and external advisor clients • Collaborates with various Investment, Strategy and Marketing teams to build content, collateral, and brand awareness campaigns. • Supports strategic initiatives and projects on behalf of Alternatives Product Team • Cultivates an understanding of the Alternatives ecosystem through ongoing interactions with internal and external clients and stakeholders • Coordinates and collaborates with other Investment Specialists, as appropriate • Engages in meeting preparation, prioritizing relevant information, and advising on presentation content and product positioning • Produces expected sales results and activity levels as defined by manager • Maintains an accurate and current log of all activities and opportunities in Salesforce CRM • Represents MIM/JHI at conferences, events, and meetings in a professional manner

🎯 Requirements

• A minimum of 4-6 years of experience in the alternative investment management industry with direct experience in business development or as a specialist working directly with advisors. • Prior experience in private credit, structured credit, real assets and/or private equity is required • Knowledge and experience with various investment structures including BDCs, interval funds, tender offer funds, NTRs and private placements • Experience selling into private wealth channels (wirehouses, private banks, broker-dealers, RIAs) • Knowledge of current and historical developments in the non-traded industry and the evolution of products to provide appropriate positioning of JHIM’s offerings • Strong knowledge of the operational functions for the private market subscription process including platforms like iCapital, CAIS, +SUBSCRIBE and others • Strong business development acumen; relationships with Alternatives stakeholders at key broker-dealer firms a plus • Exceptional communication skills; ability to effectively articulate complex topics internally and externally. • Presents effectively in 1:1 meetings and large groups • Highly proficient in the capital markets and positioning alternatives as a portfolio allocation • Self-motivated, energetic, goal-oriented, organized with exceptional time management skills • Detail-oriented and highly motivated • High degree of integrity with team player mentality • Strong work ethic, professional disposition, detail–oriented, passion for investments • Ability to build relationships and influence people at all levels and functions of an organization • Flexibility and willingness to travel 50% of the time • Bachelor’s degree, FINRA Series 7 & 66 licenses required, CAIA or CFA preferred.

🏖️ Benefits

• Health insurance • Dental insurance • Mental health benefits • Vision insurance • Short- and long-term disability insurance • Life and AD&D insurance coverage • Adoption/surrogacy and wellness benefits • Employee/family assistance plans • 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 • 3 personal days • 150 hours of vacation • 40 hours of sick time