External Wholesaler

Position Responsibilities

Distribute a comprehensive product lineup, including Mutual Funds, ETFs, 529 plans, UCITS, SMAs, DCIO, and Private Placement offerings
Build and strengthen client relationships by delivering timely product insights, capital markets perspective, and practice management support—while providing exceptional service
Execute a disciplined, high-activity sales approach across in-person meetings, virtual meetings, calls, and proactive follow-up
Generate new business through targeted prospecting and pipeline development
Represent John Hancock Investment Management at conferences, seminars, and sales meetings (both in-person and virtual)

Required Qualifications

• Bachelor’s degree or equivalent experience preferred
• 3–5+ years of asset management wholesaling experience required
• Series 7 and 63 or 66 licenses required
• CFA or CIMA designation preferred
• Strong communication and presentation skills—both in-person and virtual
• Pioneered time management, organizational, and technology skills
• Established relationships within the local market preferred

Qualifications

• Bachelor’s degree or equivalent experience preferred
• 3–5+ years of asset management wholesaling experience required
• Series 7 and 63 or 66 licenses required
• CFA or CIMA designation preferred
• Strong communication and presentation skills—both in-person and virtual
• Pioneered time management, organizational, and technology skills
• Established relationships within the local market preferred

Benefits

• Flexible working arrangement (remote)
• Remote Salary range is expected to be between $80,000.00 USD - $138,700.00 USD
• Participation in incentive programs and earning incentive compensation tied to business and individual performance
• Customizable benefits, including 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) and financial education and counseling resources
• Generous paid time off program in the U.S., including 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

Pay

The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training.

Schedule

Remote