Associate Counsel - Advanced Planning

John Hancock seeks a seeks an attorney to join its Advanced Markets team as Associate Counsel. This dynamic role partners with sales personnel, distributors, and internal business partners to deliver sophisticated planning strategies for clients. The attorney will provide technical and legal guidance on advanced planning matters, translate complex concepts into practical business solutions, and help expand sales and marketing opportunities while supporting responsible growth and alignment with enterprise legal, compliance and risk frameworks. John Hancock has earned an industry-leading reputation for delivering advanced sales strategies, innovative educational resources, and expert case consultation to distributors and financial professionals. The Advanced Markets team plays a dual role: serving as a strategic sales partner while providing appropriate oversight and risk management for complex planning concepts and sales strategies. The successful candidate will bring a strong technical foundation in high-end estate and business planning, a can-do attitude, and the ability to work independently from issue identification through resolution. With knowledge and practical experience in the areas of wealth transfer planning, business succession planning, charitable planning and related tax issues, the associate counsel will work as a trusted partner who can effectively engage across a wide customer network to help navigate and implement sophisticated planning opportunities. This position also partners closely with advanced markets consultants, product, marketing, compliance, sales leadership, and operations to enable growth, manage regulatory risk, and advance strategic initiatives. This opportunity is a remote role and can be based anywhere in the US. Key Accountabilities: Provide timely written and verbal consultation on complex life insurance opportunities involving wealth transfer, estate planning, business succession, charitable planning, executive benefits, and related tax matters. Analyze sophisticated client fact patterns and develop practical planning approaches that are technically sound, commercially relevant, and consistent with company guidelines and risk principles. Partner with sales professionals and distributors to clarify objectives, identify planning considerations, and communicate recommendations in clear, actionable terms. Exercise sound judgment and appropriate independence in managing inquiries, research, follow-up, and stakeholder communication. Advanced Planning, Legal Research, and Risk Management Serve as a technical resource on federal estate, gift, generation-skipping transfer, income, and related tax issues affecting advanced life insurance planning. Research emerging planning strategies, legislative and regulatory developments, and industry trends; assess their implications for clients, distribution partners, and the business. Assist with complex legal, regulatory, and compliance matters and review planning concepts within the company’s legal, compliance, and enterprise risk framework. Collaborate with Legal, Compliance, Underwriting, Product, Operations, Marketing, and Sales leadership to facilitate well-reasoned and appropriate outcomes. Content Development, Innovation, Education, and Thought Leadership Draft and review advanced markets educational, promotional, and technical materials, including concept pieces, case studies, presentations, articles, guides, and field-facing resources. Conduct legal and technical review of materials created by attorneys and non-attorneys for accuracy, clarity, and alignment with applicable standards. Develop and deliver education on advanced planning concepts and relevant legislative, regulatory, tax, and industry developments for internal and external audiences. Present at conferences, study groups, webinars, producer meetings, and internal forums, adapting highly technical content for audiences with varying levels of expertise. Contribute ideas for new content and market-facing resources that make complex planning concepts easier to understand and use. Cross-Functional Partnership and Strategic Initiatives Participate as an Advanced Markets subject matter expert on initiatives spanning product development, underwriting, marketing, distribution, new markets, and other business priorities. Build trusted relationships with internal and external stakeholders through responsiveness, practical problem solving, and consistent follow-through. Lead or contribute to research projects, working groups, industry committees, and strategic initiatives. Share field intelligence and technical insights that support business growth, product positioning, and responsible innovation. Job Requirements: Education and Experience Juris Doctor and admission in good standing to at least one U.S. state bar Minimum of 4 years of relevant professional experience in high-end estate planning, private wealth, life insurance, advanced markets, tax, business planning, or a closely related discipline. LLM, CPA, and CFP designations are an asset Technical Competencies Demonstrated technical knowledge of sophisticated estate and wealth transfer planning and business planning Strong knowledge of life insurance industry, products, and sales strategies along with advanced planning concepts Ability to analyze complex legal and tax issues and translate them into practical guidance for a range of audiences Marketing or content development experience, with an interest in editorial drafting and creating compelling educational or promotional materials. Professional Skills Strong writing, editorial, project management, organization and customer service skills Exceptional communication and presentation skills, comfort with presenting at various size audiences and methods (in-person seminars/townhalls, webinars etc.) Highly developed negotiation, influencing and networking skills Ability to travel to industry and distributor conferences, meetings, etc. 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. As part of our global team, we’ll support you in shaping the future you want to see.

#LI-JH

#Remote The role being advertised is an existing vacancy. Acerca de Manulife y John Hancock Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite . Manulife es un empleador que ofrece igualdad de oportunidades En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente. Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a View email address on click.appcast.io . Ubicación principal Estados Unidos,- Massachusetts Remoto a tiempo completo Modalidades de Trabajo Remoto Se prevé que el rango salarial esté entre

$128,550.00 USD - $222,820.00 USD

Los empleados también tienen la oportunidad de participar en programas de incentivos y recibir una compensación vinculada al rendimiento empresarial e individual. El salario real variará según las condiciones del mercado local, la geografía y factores relacionados con el puesto como conocimientos, habilidades, requerimientos, experiencia y educación/formación. Si solicitas este puesto fuera de tu ubicación principal, por favor escríbenos a View email address on click.appcast.io para conocer el rango salarial correspondiente a tu ubicación. Manulife/John Hancock ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar. También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de ahorro 401(k) o de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) and recursos de asesoramiento y educación financiera. Nuestro generoso programa de días libres pagos en EE. UU. contempla hasta 11 días festivos, 3 días personales, 150 horas de vacaciones y 40 horas de licencia por enfermedad (o más cuando lo exija la ley) por año, y ofrecemos todos los tipos de licencias contempladas por la ley. We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement ( . Conozca sus derechos ( Permiso Familiar y Médico Ley de Protección del Empleado contra el Examen Poligráfico ( Derecho al Trabajo Verificación Electrónica (E-Verify) Transparencia Salarial ( Company: John Hancock Life Insurance Company (U.S.A.) #J-18808-Ljbffr Manulife