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Associate Director - Retirement Investment Consulting (DCIO)

$45k - $75k

Manulife Financial

The Associate Director – Retirement Investment Consulting (DCIO) is responsible for supporting and executing the distribution of Manulife John Hancock Investments (MJHI) investment strategies on an Investment Only (IO) basis to retirement plans through intermediaries. This role partners closely with Managing Directors and senior sales leadership to drive DCIO sales initiatives, deepen intermediary relationships, and enhance overall coverage effectiveness. Associate Director contributes meaningfully to territory strategy, pipeline development, and client engagement while developing the judgment, consultative skills, and investment expertise required for future senior leadership roles within the DCIO organization. Position Responsibilities Support distribution of Manulife John Hancock Investments (IO) strategies to defined contribution retirement plans through intermediaries, consultants and recordkeepers. Partner with Managing Directors to execute territory and intermediary coverage strategies, including pipeline development and opportunity tracking. Participate in intermediary and client meetings, delivering investment support, product positioning, and follow up execution. Assist in identifying new DCIO business opportunities, platform initiatives, and investment searches. Remain abreast of investment portfolio performance and competitive positioning points, with expectations to present opportunistically. Develop and maintain strong working knowledge of investment strategies, portfolio positioning, and competitive landscape. Coordinate cross‑functionally with Product, Portfolio Management, Marketing, Compliance, and Operations to support sales execution and client outcomes. Maintain CRM activity, pipeline reporting, and sales analytics to support management oversight and territory planning. Travel as needed to support client engagements, conferences, and team initiatives. Required Qualifications Relevant industry experience in the asset management industry, 3+ years minimum preferred. FINRA Licenses: Securities Industry Essentials, Series 7, Series 63/65/66. Progress towards professional designations or continuing education a plus (CFA, CIMA, MBA, MSF). Relevant experience in a client relations or sales environment. Understanding of sales and marketing process. Functional knowledge of capital markets. Strong interpersonal and presentation skills. Ability to package and deliver information in a client‑friendly manner. Ability to work independently. Curiosity and problem‑solving ability. Team demeanor. In addition to a competitive base salary, this role offers meaningful earning potential through a variable compensation structure, including commission and performance‑based bonuses, tied to sales incentive plan based on sales performance and business impact. 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. Referenced Salary Location Boston, Massachusetts Working Arrangement

ハイブリッド勤務

Salary Range 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. Manulife/John Hancock offers eligible employees a wide array of 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. We also offer eligible employees 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. Our generous paid time off program in the U.S. includes 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, and we offer the full range of statutory leaves of absence. マニュライフは機会均等を是とする雇用主です。マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別(妊娠および妊娠関連の状態を含む)、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。 Company: John Hancock Life Insurance Company (U.S.A.) #J-18808-Ljbffr Manulife Financial

Vacancy posted 4 days ago
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