Manulife logo

Internal Business Associate

Manulife

Boston, MA · HybridJob$45–75K/yrSeen 1 day agoSeen in employer's feed 1 day ago

Most applications go out cold — see where you stand first. No sign-up to start.

Watch jobs like this.

At a glance

Compensation
$45–75K/yr
Location
Boston, MAHybrid
Work Authorization
Not specified

Olive lists jobs from US employers, including remote roles you can work from the United States.

Requirements

Credentials this posting asks for.

Series 7 LicenseSeries 66 LicenseSIE Exam

Job overview

The Internal Business Associate partners with Internal Business Consultants and Sales Management to support programs that help advisors grow their business. The role assists with territory management, research, reporting, insights, practice-management ideas, and product updates for registered representatives. It offers a career path toward business development and requires obtaining the Series 7 and Series 66 licenses within 120 days of hire, as well as completing the SIE exam.

Skills & qualifications

RequiredNice to have

Skills

Relationship BuildingTerritory ManagementResearchReportingPractice ManagementEvent PlanningEmail MarketingMicrosoft OfficeWordExcelSalesforceSAP ConcurCapital MarketsSalesAccuracyAttention to DetailAdaptabilityProblem SolvingAnalytical SkillsInitiativeProfessionalism

Qualifications

Series 7 LicenseSeries 66 LicenseSIE ExamBachelor's in Business or RelatedSpring/Summer 2023 Graduation

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
401(k) Match
Paid Time Off

Full job description

Job Summary:

New Graduates who join our Internal Business Associate role, have an exciting opportunity to partner with Internal Business Consultants and the Sales Management Team to support the creation, development and implementation of programs that help advisors grow their business and increase John Hancock Investments AUM.

In this role, you will assist the Internal Business Consultants with strategically managing a territory, while aiding in research, reporting, providing insights, advice, practice management ideas and product updates to registered representatives. In this role you will develop a strong understanding of mutual funds, ETF’s, UCITS, 529 College Savings Plans and Separately Managed Accounts.

As part of the requirements for this role, you will need to obtain the Series 7 and Series 66 securities licenses within 120 days of hire so that you can then begin your career as a licensed financial professional. We will cover all costs associated with obtaining these licenses and will provide you with requisite training, and time to study during regular business hours to support you in being fully prepared for these exams. You will also need to complete your Securities Industry Essentials (SIE) exam. We will also provide reimbursement for these exam materials.

The Opportunity:

  • Build and maintain relationships with advisors and key internal Manulife partners

  • Provide input for the development and execution of the annual territory business plan

  • Assist in the preparation of reports and fund proposals for internal partners and investment advisors

  • Coordinating and participating in corporate and social events with industry professionals

  • Act as the main point of contact with internal and external partners

  • Schedule and confirm meetings for the District Vice President

  • Manage territory budgets

  • Facilitate weekly team meetings

  • Spearhead process for requesting Portfolio Manager access in the field

  • Plan and implement events right from the beginning planning stages, to the agenda to everything in between

  • Use mass email tool to manage email territory distribution lists, execute e-marketing campaigns and run tracking reports to analyze campaign success

  • Provide guidance to sales teams regarding internal Manulife policies and industry regulations governing sales practices

This is the job for you because you:

  • Balance multiple priorities while maintaining a high level of accuracy and attention to detail

  • Are flexible and adaptable when dealing with changing priorities and tight deadlines

  • Excellent problem-solving and analytical skills

  • Investigate problems without supervision

  • Learn quickly and are a self-starter who takes initiative and thrives in a fast-paced work environment

  • Demonstrate tact and professionalism while mitigating risk

  • Demonstrate strong PC skills with experience using Microsoft Office, especially Word and Excel; ability to learn new technologies quickly

  • Are experienced with Salesforce and SAP Concur

Where can this role take you?

Sales opportunities at Manulife cover a wide range of geographies, demographics and products. This opportunity offers a long-term professional career path with a focus on business development within an established training program to become a Business Development Manager. This role can also take you to a variety of other business units within Manulife, including but not limited to Banking, Insurance, Marketing and Product Management.

Requirements:

  • Expected Graduation of Spring/Summer 2023

  • Bachelor’s degree in Business, Commerce, Economics, Analytics/Mathematics/ Statistics, or similar program is preferred

  • Demonstrated interest in Capital Markets

  • Desire to obtain sales experience within the financial services industry

When you join our team:

  • We’ll empower you to learn and grow the career you want.

  • We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

  • As part of our global team, we’ll support you in shaping the future you want to see.

The role being advertised is an existing vacancy.

Acerca de Manulife y John Hancock

Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com .

Manulife es un empleador que ofrece igualdad de oportunidades

En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.

Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a [email protected] .

Ubicación principal

Boston, Massachusetts

Modalidades de Trabajo

Híbrido

Se prevé que el rango salarial esté entre

$45,000.00 USD - $75,000.00 USD

Los empleados también tienen la oportunidad de participar en programas de incentivos y recibir una compensación vinculada al rendimiento empresarial e individual. El salario real variará según las condiciones del mercado local, la geografía y factores relacionados con el puesto como conocimientos, habilidades, requerimientos, experiencia y educación/formación. Si solicitas este puesto fuera de tu ubicación principal, por favor escríbenos a [email protected] para conocer el rango salarial correspondiente a tu ubicación.

Manulife/John Hancock ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar. También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de ahorro 401(k) o de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educación financiera. Nuestro generoso programa de días libres pagos en EE. UU. contempla hasta 11 días festivos, 3 días personales, 150 horas de vacaciones y 40 horas de licencia por enfermedad (o más cuando lo exija la ley) por año, y ofrecemos todos los tipos de licencias contempladas por la ley.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement (https://careers.manulife.com/global/en/talentacquisitionprivacystatement) .

Conozca sus derechos (https://www.dol.gov/agencies/ofccp/posters)

Permiso Familiar y Médico

Ley de Protección del Empleado contra el Examen Poligráfico (https://www.dol.gov/sites/dolgov/files/WHD/legacy/files/eppac.pdf)

Derecho al Trabajo

Verificación Electrónica (E- Verify )

Transparencia Salarial (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)

Company: John Hancock Life Insurance Company (U.S.A.)

Similar jobs, posted recently

Open roles like this one, listed in the last 30 days.

You've read the whole posting — now see how you match it.