ETF & Model Portfolio Specialist

Client-facing, business development role focused on driving ETF and model portfolio adoption across financial advisors, platforms, and intermediary channels. Partners with Business Consultants and internal stakeholders to expand advisor engagement, grow assets under management (AUM), and position Manulife John Hancock Investments as a leader in ETF and model portfolio solutions.

Responsibilities

• 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.
• Manage territory to hit annual ETF and Model Portfolio sales goals.
• 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.

Requirements

• Bachelor’s degree or equivalent experience.
• Minimum 3–5 years of asset management wholesaling or related distribution experience.
• Series 7 and 66 (or 63/65) required.
• CFA or CIMA designation preferred.
• Strong understanding of ETF structure, trading dynamics, and portfolio applications preferred.
• Excellent communication and presentation skills (in-person and virtual).
• Proven ability to manage a territory, prioritize effectively, and drive business results.
• Proficiency with CRM and sales enablement tools (e.g., Salesforce) preferred.
• Established presence in the local market preferred.

Pay

Salary range is expected to be between $125,000.00 USD - $216,700.00 USD. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Benefits

• Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage.
• Adoption/surrogacy and wellness benefits, and employee/family assistance plans.
• Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions).
• Financial education and counseling resources.
• Up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year.
• Full range of statutory leaves of absence.

Schedule

Full Time. Remote working arrangement.