Product & Business Development Analyst- Private Wealth
$61.88k - $103.13kJohn Hancock
Summary: The Analyst will support the Private Markets team focused on delivering products and solutions to the Advisors and Clients across Global Private Wealth firms & platforms (broker-dealers, private banks, wirehouses, independent advisors). This is a fast growing segment that is increasingly looking for unique and differentiated products, solutions and structures across various Private Markets strategies and asset classes. The Analyst will be required to support all aspects of product and business development, sales and advisor/investor support, business and process management, and special research projects as Manulife Investment Management (MIM) grows this critical distribution channel.What you will learn:An understanding of the various private asset classes and how they are sold; how products are developed to meet the needs of retail, mass affluent and high-net-worth investorsAn understanding of the Private Wealth management channel and the way retail/HNW investors allocate to Private Markets. Additionally, how products and solutions are diligenced and onboarded, marketed and supported, by Wealth Management firms, advisors, and individual investors.Strategy development – understanding how existing and new products and solutions will affect various stakeholder groups in the organization, acting as a facilitator to resolve any issuesInfluencing without title – working with various internal stakeholders who may need to change their existing processes in order to accommodate the new businessResponsibilities:Support the product development cycle of new products & solutions for a variety of Private Markets asset classes to be distributed to retail and HNW Wealth and Investment platforms globallyResearch and analysis of potential private market products and clients to assess feasibility and build business casesManage product development, business development, and sales trackers and project plansAssist in the preparation of marketing materialsAssist in the preparation of management reporting materialsSkills and Qualifications:Bachelor’s degree in Finance, Economics or Business Administration1-3 years’ experience in financial services/asset management related fieldAnalytical skills: market analysis, cost-benefit analysis and risk analysis will be performed in the process of rolling evaluating new products and marketsWritten & oral communication skills: presentations will be prepared and presented to internal and external clientsKnowledge of investments and financial markets: The Business Analyst will be able to obtain first-hand knowledge of the private asset classes the group is focusing on; private credit, private equity real assets, private placements and multi asset solutions.Interpersonal skills: In order to successfully perform their duties, the analyst will need to work with a variety of stakeholders at the firm ranging from front office, sales, finance, marketing, operations, systems, etc.Entrepreneurial mindset & initiative: Highly motivated self-starter with a strong work ethic, intellectual curiosity, and a willingness to take initiative, roll up their sleeves, and assume responsibilities beyond their core remit when needed to support the growth and success of the business.Planning and organization skills: The candidate will help facilitate the planning and implementation for rolling out new products.Working knowledge of investment/financial marketsFamiliarity with a variety of financial products and servicesDemonstrated knowledge of accounting, financial or investment analysis techniquesAbility to be flexible, creative and show initiative while working in a challenging and fast paced environmentStrong written & oral communication skillsSolid computer experience using Excel, Word and PowerPoint, with a strong aptitude for learning new software packagesFamiliarity with statistical analysis (quantitative & qualitative)Helpful: enrollment in CFA and/or CAIAWhen 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.The role being advertised is an existing vacancy.About Manulife and John HancockManulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit .Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact View email address on click.appcast.io Salary LocationBoston, MassachusettsWorking ArrangementHybridSalary range is expected to be between$61,875.00 USD - $103,125.00 USDEmployees 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. If you are applying for this role outside of the primary location, please contact View email address on click.appcast.io for the salary range for your location.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.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.Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-VerifyCompany: John Hancock Life Insurance Company (U.S.A.)SummaryLocation: Boston, MassachusettsType: Full time
$50 per hour
...—it’s our approach to business and relationships. We... ...career.The Tax Advisor, Wealth Management will be... ...for clients of BBH's Private Wealth Management group... ...valuable input to the development of tax planning strategies... ..., technologies, products and development we believe...PrivateFull timeWork at officeLocal area3 days per week$150k - $190k
...valued for who they are and what they contribute.To learn more about CIBC, please visit CIBC.comWhat you'll be doingAs a Private Wealth Business Development Officer (BDO), you are responsible for sourcing and acquiring new private wealth clients (individuals, family offices...PrivateFull timeRemote work- ...direct lending is seeking a dynamic professional to lead their private wealth distribution efforts. This role involves building... ...collaborative environment where your contributions can make a significant impact on the growth of the business. #J-18808-Ljbffr...Private
- ...leading global financial services firm, seeks a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors in Massachusetts. You will... ...follow-up. Role focuses on service delivery, business development support, and detailed financial planning...Private
$85k - $160k
Asset & Wealth Management, Private Wealth Management, Business Development Professional, AssociateWealth ManagementAcross Wealth Management, Goldman Sachs helps empower... ...investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond...PrivateFull timeTemporary workPart time- ...Consultant – Asset & Wealth Management AdvisoryWe are working with... ...asset managers, wealth managers, private markets firms, and other financial institutions on business transformation, operating... ...engagementsContribute to business development activities, proposals, and...PrivateWork at office
- ...Financial Recovery Technologies (FRT) seeks a Director of Product Strategy to drive revenue and client growth across wealth segments, including private banks, broker-dealers, RIAs. You will lead market-driven strategy, partnering with product management, sales, marketing...Private
- ...—it’s our approach to business and relationships. We... .... Join us as a Sr. Wealth Planner Brown Brothers... ...Wealth Planner to join our Private Banking team in Boston... .... Business Development: Contribute to the growth... ...relationships, technologies, products and development we...PrivateLocal area
$115k - $125k
...marketing campaigns for HarbourVest’s Global Private Wealth business. This role translates fundraising priorities, product focus areas, and audience insights into targeted... ...team, the role will also support the development of campaign workflows, processes, and ways of...PrivateFull timeWork at officeLocal areaRemote workHome office1 day per week$110.7k - $218.3k
...Operations & Risk - Wealth Management and Trust... ...evaluate, and prioritize business, operational,... ...and quality of work productAbility to build and sustain... ...managers, hedge funds, private equity, fund administrators... ...Professional development From entry-level employees...PrivateWork at officeNight shift$134.28k - $164.12k
...Wealth Banking Services Private Banking At U.S. Bank, we're on a journey to do our... ...Helping the customers and businesses we serve to make better... ...Strong sales and new business development skills - Thorough knowledge of private banking products and services, including...PrivateTemporary workWork experience placement3 days per week$112k - $160k
...performance reporting experience Privates / alts experience experience with Addepar or related product would be ideal. Job... ...a Principal-level Technical Business Analyst to join Transformation Office... ...Chief Investment Office (OCIO), Wealth Management, or Asset Management...PrivateWork at office- ...Fiserv Business AnalystBusiness AnalystBoston... ...work with the Fiserv Product Manager to define,... ...areas, technical/development teams, and third... ...and business system analysts. Collaborates with... ...into Boston Private's instance of Fiserv... ...expertise is required. Wealth Management...Private
- ...Corporate Development Lead – Wealth Management Corporate Development... ...wealth management business, the role will... ...employees in the iMMerse analyst program, a talent initiative... ...fee rates, advisor productivity, client retention,... ...investment banking, private equity, principal...PrivateFull timePart time
- ...J.P. Morgan Chase invites applications for a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advisory services to individuals and families. You will support clients from initial savers to high-net-worth, delivering...
- ...Leoforce in Boston seeks a Legal Administrative Assistant for Private Wealth, Trusts & Estates. The role supports attorneys with estate planning, probate, and trust administration, coordinating schedules and maintaining files with high precision. The candidate should...PrivateWork at officeFlexible hours
- ...Wealth Manager Opportunity In Private BankingOur client is one of the nation's oldest and largest financial institutions,... ...Responsibilities include:Collaborating with internal business partners to provide a broad range of wealth products and services.Offering financial planning,...
$110k - $207.5k
...our commitment to inclusion, development and engagement, and... ...Join us. Position Overview Private Credit has been the fastest... ...yields to feed their annuity businesses. In addition to direct lending... ...broader distribution of these products into wealth channels, and thus more...PrivateFull timeTemporary workFlexible hours- ...PNC Financial Services Group, Inc. in Boston, MA, is seeking a Senior Wealth Strategist for the Private Bank. You will develop and implement tax, estate and financial plans for high-net-worth clients, collaborating with planning resources to deliver sophisticated strategies...Private
- Wealth AdvisorPosition OverviewWe are seeking a client-focused... ...referrals, networking, and targeted business development activities.Prepare clear,... ...market trends, investment products, and regulatory changes;... ...experience in wealth management, private client advisory, or...
$120k - $130k
...be used as needed.The Product Launch Senior Associate... ..., preferably within private markets• Outstanding attention... ...impact on the business, while considering short... ...help with to lead the development of specific new... ...Investor Relations, Private Wealth, Tax, Investments, Client...PrivateFull timeTemporary workWork at officeLocal areaRemote workFlexible hours1 day per week- ...Choate, Hall & Stewart LLP is seeking a Practice Technology Analyst to support the Senior Solutions Development Manager and Wealth Management Technology Director in delivering strategic technology solutions for the Firm's Wealth Management group. The role spans liaison...
- ...Albany, NY or Boston, MA for business purposes. At Schwab, you’re empowered... ...industry together.The Wealth & Asset Management Solutions... ...third-party asset management, products and services to consultants... ...you are good at:The Business Development Officer, Schwab Wealth Advisory...Full timeLocal areaRemote work
- Private Wealth Management (PWM)Goldman Sachs Private Wealth Management... ...platform inclusive of the full product and service offerings of... ...and experiences to build a business within Goldman SachsEstablish... ...sales, fundraising, business development or investing experience preferred...Private
- Citizens Bank is seeking a Private Client Relationship Manager to engage directly with affluent... ...management. You will partner with Wealth Advisors and CFPs to develop strategic plans... ...-net-worth clients and manage a book of business. The role requires proactive outreach, deep...
$120k - $130k
...remote days to be used as needed.Global Private Wealth - Americas (“GPW”) is part of the... ...responsible for the distribution of HarbourVest products in the private wealth channel in the US... ...and deepen existing relationshipsLead business meeting follow-up activities with...PrivateFull timeWork at officeLocal areaRemote work1 day per week- ...Consultant (Asset & Wealth Management Consulting)Join a leading global consultancy specializing... ...internal initiatives, such as practice development, recruitment, diversity & inclusion, and... ...to engage in various aspects of business management, including practices, recruitment...Internship
$73.38k - $99k
...The Wealth Planning Analyst is an essential member of the wealth management team and serves as the starting point in the advisor career path... ..., and client service skills as part of their professional development toward becoming a licensed advisor. Responsibilities Communicate...InternshipWork at office$119.3k - $178.9k
...disruptors in the life sciences, private equity, real estate,... ...Global Operations Team - all business professionals at the firm -... ...a Senior Business Systems Analyst / Product Owner to support an enterprise... ...prototyping, business-case development, and adoption measurement....PrivateFull time$175k - $200k
What You’ll Do:The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they... ...as working with entrepreneurs and business owners, nonprofit organizations,... ...education and ongoing professional development throughout their careers.In...PrivateFull timeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Product & Business Development Analyst- Private Wealth. Be the first to apply!
- senior product analyst Boston, MA
- product analyst Boston, MA
- configuration management analyst Boston, MA
- pega business analyst Boston, MA
- records management analyst Boston, MA
- oracle business analyst Boston, MA
- senior data management analyst Boston, MA
- analytics business analyst Boston, MA
- software asset management analyst Boston, MA
- business strategy analyst Boston, MA




