Associate Managing Director
Manulife - Boston, MA
Hiring: Associate Managing Director Company: Manulife Location: Boston, MA Job Posted Time: 2026-09-10 17:59:42 Employment Type: Full-Time Target Skills & Keywords: Internal Sales, Relationship Development, RIA Channel Management, Wealth Management, Business Development, Prospecting, CRM, Investment Sales, Capital Markets, Portfolio Managers, Strategists, Sales Targets, Financial Services, Advisor Practice Management, Presentation Skills, FINRA Licenses Experience: - 3 years Investment Sales experience preferred - Extensive and thorough knowledge of Financial Services industry and capital markets - Ideally with familiarity in advisor practice management - Proven sales acumen, business development, and prospecting aptitude Required Skills: - Internal sales and relationship development - Registered Investment Advisor (RIA) channel management - Prospecting and building new relationships - Accountable for sales growth and relationship management within a defined region(s) - Maintain engagement with RIAs and record all activities using CRM platform - Achieve aggressive sales targets and annual production goals - Identify and pursue new relationships within RIAs with AUM levels above $750 million - Provide new ideas to advisors to help them develop business - Learn and present topic-relevant presentations and seminars to RIAs and investors - Develop and share ongoing best practices, sales, marketing and business development ideas and strategies with advisors and peers - Participation in the sale of investment products through one or more of the advisor channels - Knowledgeable on current industry landscape and competitors with ability to be innovative in sales strategies, marketing concepts, and product applications - Knowledge of Wealth Management products and understanding of global financial markets - Effective presentation skills and delivery to engage with different audiences - Ability to prioritize, effective time management skills, and ability to schedule time to work on the business Qualifications: - College or University degree in a related field is required - FINRA Licenses: Securities Industry Essentials (SIE), Series 7, Series 63 & 65 or 66 Compensation: Not specified Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don’t miss this opportunity to join a forward-thinking team!