Internal Business Consultant

Partner with an external Business Consultant to compose, develop, and implement programs that help advisors build their business and increase John Hancock Investments AUM. Strategically manage a territory, providing insight, advice, practice management ideas, and product updates to registered representatives.

Responsibilities

• Analyze advisor portfolios to uncover opportunities and potential issues, leveraging strong research and analytic capabilities.
• Research competitor products, gain proficiency in them, and understand their fit within clients’ portfolios.
• Use tools such as Morningstar Workstation, Morningstar Advisor Portal, and John Hancock Portfolio Insight to provide analysis and advice for improving portfolio construction.
• Review advisor websites, LinkedIn, and data packs to personalize practice management and business-building solutions.
• Participate in roundtable discussions and feedback sessions to grow industry knowledge and product expertise.
• Maintain competitive intelligence by attending meetings and engaging with internal departments to understand John Hancock’s strategies.
• Lead projects for department initiatives, implementing new processes and strategies.
• Mentor new Inside Wholesalers and assist in the development, implementation, and delivery of training classes for the Investments sales desk.
• Act as a liaison for Funds, Firm, Separate Accounts, and Marketing, relaying a positive attitude about department initiatives.
• Prioritize work to focus on the largest opportunities, using segmentation information to target high-potential prospects in a given territory.

Requirements

• FINRA Series 7 and 63, 65, or 66 required.
• Bachelor’s degree or equivalent experience.
• 1–5 years of sales/consulting experience, preferably within the financial services industry.
• Solid understanding and expertise in mutual funds, ETFs, UCITS, 529 College Savings Plans, and Separately Managed Accounts.

Skills

• Proven relationship management skills, including the ability to work in a team environment.
• Strong analytical, time management, interpersonal, and problem-solving skills.
• Ability to learn and adapt quickly while applying creativity.
• Ability to work in a fast-paced, high-call-volume environment with a positive attitude.
• Collaborate with internal and external resources to meet business needs.

Benefits

• Flexible work environment supporting well-being and inclusion.
• 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.
• Retirement savings plans, including pension/401(k) with employer matching contributions and a global share ownership plan.
• Financial education and counseling resources.
• Paid time off, including up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time annually (or more where required by law).
• Full range of statutory leaves of absence.

Pay

Salary range is expected to be between $45,000.00 USD and $75,000.00 USD, with additional opportunity to earn incentive compensation tied to business and individual performance. The actual salary will vary based on local market conditions, geography, and job-related factors such as knowledge, skills, qualifications, experience, and education/training.

Schedule

Hybrid work arrangement based in Tempe, Arizona.