Hiring: Internal Business Associate Company: Manulife Location: Tempe, AZ Job Posted Time: 2026-09-09 17:59:42 Employment Type: Full-time Target Skills & Keywords: Capital Markets, Mutual Funds, ETFs, UCITS, 529 College Savings Plans, Separately Managed Accounts, Sales, Relationship Management, Portfolio Construction, Competitive Intelligence, Series 7, Series 66, SIE Experience: - 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. - Assist Internal Business Consultants with strategically handling a territory, while aiding in research, reporting, providing insights, advice, practice management ideas, and product updates to registered representatives. - Develop a strong understanding of mutual funds, ETFs, UCITS, 529 College Savings Plans, and Separately Managed Accounts. Required Skills: - Establish and nurture relationships with Internal Sales Management and Internal Business Consultants. - Conduct research and thoroughly analyze competitor products to gain proficiency in understanding how those products interact with the overall composition of clients' portfolios. - Partner with Internal Business Consultants to provide reporting, analysis, and insights to registered representatives, helping them identify investing opportunities and proactively uncover potential market issues to improve portfolio construction. - Work alongside Internal Business Consultants to unveil opportunities to improve the efficiency and effectiveness of the Internal Sales Desk. - Participate in roundtable discussions and feedback sessions to increase industry knowledge and product expertise. - Maintain competitive intelligence by attending meetings and engaging other internal departments to understand John Hancock's internal strategies. - Partner on projects for department initiatives to fully implement new processes and sales strategies across territories. - Serve as priority point of contact for inbound sales inquiries and potential client relationship development opportunities. - Assist in Continuing Education (CE) reporting process for large events. - Help drive attendance to local events hosted by externals. Qualifications: - Bachelor's degree or equivalent experience in Business, Commerce, Economics, Analytics/Mathematics/Statistics, or similar program is helpful. - Completion of Securities Industry Essentials (SIE) exam preferred. - Completion of Series 7 and Series 66 securities licenses within 120 days of hire. - Proven curiosity about Capital Markets. - Desire to acquire sales experience within the financial services industry. - Proven relationship management skills, including the ability to work in a team environment. - Strong time management, organizational, and problem-solving skills. - Ability to learn and adapt quickly while applying creativity. - Ability to work in a fast-paced environment, with passion and a positive attitude. Compensation: - All costs associated with acquiring Series 7 and Series 66 licenses will be covered, with requisite training and time to study during regular business hours provided. - Reimbursement for SIE exam materials will be provided. 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!