Associate Director – Retirement Investment Consulting, DCIO

🕒 April 30

🏢🏡 Boston – Hybrid

💵 $45k - $75k / year

⏰ Full Time

🟠 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

• 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.

🎯 Requirements

• Relevant industry experience in the asset management industry, 3+ years minimum preferred • FINRA Licenses: Securities Industry Essentials, Series 7, Series 63/65/66 • Progress towards professional designations or continuing education a plus (CFA, CIMA, MBA, MSF) • Relevant experience in a client relations or sales environment • Understanding of sales and marketing process • Functional knowledge of capital markets • Strong interpersonal and presentation skills • Ability to package and deliver information in a client-friendly manner • Ability to work independently • Curiosity and problem-solving ability • Team demeanor

🏖️ Benefits

• Health insurance • Dental insurance • Mental health coverage • Vision insurance • Short-term and long-term disability insurance • Life and AD&D insurance • Adoption/surrogacy benefits • Wellness programs • Employee/family assistance plans • Retirement savings plans (including pension/401(k) and global share ownership) • Financial education and counseling resources • Up to 11 paid holidays • 3 personal days • 150 hours of vacation • 40 hours of sick time