Hiring: ETF & Model Portfolio Specialist Company: Manulife Location: Greater Phoenix Area Job Posted Time: 2026-09-12 17:59:42 Employment Type: Full-Time Target Skills & Keywords: ETF Distribution, Model Portfolios, Business Development, Asset Management Wholesaling, AUM Growth, Portfolio Construction, Asset Allocation, Financial Advisors, Broker-Dealers, RIAs, Intermediary Channels, CRM (Salesforce), Series 7, Series 66, CFA, CIMA Experience: - Minimum 3–5 years of asset management wholesaling or related distribution experience - Proven ability to manage a territory, prioritize effectively, and drive business results - Established presence in the local market preferred Required Skills: - Own territory-level ETF and model portfolio business development, including pipeline creation, advisor acquisition, and AUM growth - Drive distribution across broker-dealers, RIAs, and strategic platforms, with a focus on expanding advisor adoption and wallet share - Serve as a subject matter expert on ETF and model portfolio solutions, including portfolio construction, implementation, and positioning - Help advisors integrate ETFs and model portfolios into client portfolios, including asset allocation, blending, and use-case discussions - Deliver timely market insights, product updates, and practice management ideas to support advisor growth - Partner closely with Business Consultants to drive coordinated territory coverage and sales outcomes - Deliver training and ongoing education to internal teams on ETF and model portfolio capabilities and positioning - Provide field feedback to product, marketing, and investment teams to enhance product development and go-to-market strategy - Utilize CRM and analytics tools to manage sales pipeline, prioritize opportunities, and measure effectiveness - Monitor and report on key performance indicators, including AUM growth, advisor penetration, and activity metrics - Leverage digital tools and virtual engagement strategies to increase scale and efficiency - Represent John Hancock Investment Management at conferences, client events, and training sessions - Maintain a consistent and credible presence in the ETF and model portfolio marketplace - Strong understanding of ETF structure, trading dynamics, and portfolio applications preferred - Excellent communication and presentation skills (in-person and virtual) - Proficiency with CRM and sales enablement tools (e.g., Salesforce) preferred Qualifications: - Bachelor's degree or equivalent experience required - Series 7 and 66 (or 63/65) required - CFA or CIMA designation preferred Compensation: Not specified in the job posting. 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!