Internal Business Associate

New Graduates who join our Internal Business Associate role have an exciting opportunity to 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.

About the role

In this role, you will assist the 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. You will develop a strong understanding of mutual funds, ETFs, UCITS, 529 College Savings Plans, and Separately Managed Accounts.

As part of the requirements, you will need to acquire the Series 7 and Series 66 securities licenses within 120 days of hire to begin your career as a licensed financial professional. We will cover all costs associated with acquiring these licenses, provide requisite training, and offer time to study during regular business hours. You will also need to complete your Securities Industry Essentials (SIE) exam, with reimbursement provided for exam materials.

Responsibilities

• 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 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 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 implement new processes and sales strategies across territories
• Serve as a priority point of contact for inbound sales inquiries and potential client relationship development opportunities
• Assist in Continuing Education (CE) reporting for large events
• Help drive attendance to local events hosted by externals

Requirements

• Bachelor’s degree or equivalent experience in Business, Commerce, Economics, Analytics/Mathematics/Statistics, or a similar program (preferred)
• Completion of Securities Industry Essentials (SIE) exam (preferred)
• Completion of Series 7 and Series 66 securities licenses within 120 days of hire
• Validated 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, interpersonal, 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

Benefits

We empower you to learn and grow the career you want in a flexible environment where well-being and inclusion are prioritized. Benefits include:

• A wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance, 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
• Generous paid time off, 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
• The full range of statutory leaves of absence

Pay

Salary range is expected to be between $45,000.00 USD and $75,000.00 USD. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. 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

Hybrid work arrangement based in Boston, Massachusetts.