Hiring: Wholesaler - Business Consultant Company: Manulife Location: Austin, TX Job Posted Time: 2026-09-09 17:59:42 Employment Type: Full-time Target Skills & Keywords: Asset Management Wholesaling, Mutual Funds, ETFs, 529 Plans, UCITS, SMAs, DCIO, Private Placement, Client Relationship Management, Business Development, Prospecting, Pipeline Development, Series 7, Series 63, Series 66, CFA, CIMA, Capital Markets, Practice Management, Territory Management Experience: - 3–5+ years of asset management wholesaling experience required - Proven experience distributing a comprehensive product lineup, including Mutual Funds, ETFs, 529 plans, UCITS, SMAs, DCIO, and Private Placement offerings - Experience representing firms at conferences, seminars, and sales meetings (both in-person and virtual) - Established relationships within the local market preferred Required Skills: - Strong communication and presentation skills—both in-person and virtual - Proven time management, organizational, and technology skills - Ability to execute a disciplined, high-activity sales approach across in-person meetings, virtual meetings, calls, and proactive follow-up - Skilled at generating new business through targeted prospecting and pipeline development - Ability to build and strengthen client relationships by delivering timely product insights, capital markets perspective, and practice management support - Effective territory management, leveraging resources such as product specialists and portfolio consultants, and optimizing travel and entertainment spend - Strong collaboration with internal stakeholders, including assigned Internal Wholesaler and home office teams Qualifications: - Bachelor's degree or equivalent experience preferred - Series 7 and 63 or 66 licenses 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!