Jobs · Sales · Massachusetts

Business Manager

Manulife · Boston, MA · 1 wk ago
HybridSales$92k/yrFull-time

Position Responsibilities

  • Provide proactive, high-level support to a team of an investment team (Portfolio Managers, Client Portfolio Managers, and Analysts), enabling them to focus on investment activities and client engagement.
  • Act as a central point of coordination across the team, ensuring alignment on priorities, deadlines, and deliverables.
  • Support preparation of client materials, presentations, and reporting in partnership with the team.
  • Build strong relationships across internal stakeholders to facilitate communication and execution.
  • Lead and manage key business initiatives and projects on behalf of the team, ensuring timely and high-quality delivery.
  • Track deliverables, manage timelines, and coordinate across cross-functional partners (e.g., Sales, Product, Operations, Compliance).
  • Monitor progress against key priorities, proactively identifying risks and resolving issues.
  • Prepare updates, reporting, and dashboards for leadership and team discussions.
  • Support business planning, pipeline tracking, and execution of strategic initiatives.

Stakeholder Coordination & Communication

  • Facilitate communication between Portfolio Managers, Client Portfolio Managers, and internal/external stakeholders.
  • Coordinate meetings, agendas, and follow-ups for internal strategy sessions and client-related discussions.
  • Ensure timely follow-up on action items and commitments made by the team.
  • Draft and manage communications, including materials of a sensitive or confidential nature.

Operational & Administrative Excellence

  • Manage complex calendars, meeting logistics, and travel arrangements (including international travel).
  • Prepare meeting materials, capture key notes, and track decisions and next steps.
  • Maintain organized records, documentation, and reporting tools.
  • Manage expense reporting, billing follow-ups, and related administrative processes.
  • Identify opportunities to streamline workflows and enhance team efficiency.

Shared Responsibilities

  • Partner with administrative teams and business stakeholders to ensure seamless support.
  • Contribute to cross-functional projects and broader team initiatives.
  • Foster a collaborative, high-performing team environment.

Required Qualifications

  • Bachelor’s degree preferred.
  • 7+ years of experience in business management, executive support, or operations within financial services / asset management.
  • Demonstrated project management experience with the ability to manage multiple priorities.
  • Advanced proficiency in MS Office (PowerPoint, Excel, Outlook).
  • Strong understanding of investment teams, client servicing models, or portfolio management environments is an asset.

Key Competencies

  • Project & Program Management.
  • Stakeholder Management & Influence.
  • Strategic Coordination.
  • Executive Communication.
  • Prioritization & Time Management.
  • Problem Solving & Continuous Improvement.
  • Decision Authorities.

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.
  • We’re committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

About Manulife

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer. At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

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