Alternative Investment Consultant

The Global Alternatives Investments Solutions team is a growing part of the MIM value proposition to retail and wealth management clients. Our solutions are comprised of traditional illiquid and select semi‑liquid solutions across private credit, structured credit, real asset and private equity funds managed by our private markets team as well as select third‑party managers. We are seeking candidates for the position of Alternative Investment Business Consultant. A west coast coverage candidate would preferably be based in Los Angeles or San Francisco, and a Midwest candidate would preferably be based in Chicago. The candidates will be critical for the growth of the Alternative Investment Solutions business as subject‑matter experts and will directly work with financial advisors as well as work closely with our generalist business consultants to deliver solutions to financial advisors and their clients. What are the responsibilities of an Alternative Investments Specialist? Acts as the subject matter expert across all alternative investment and private‑market assets classes (private credit, structured credit, real asset and private equity) with a focus on supporting the private wealth/advised retail channel. Engage directly with financial advisors in assigned channel/territory and support existing wholesaler efforts to expand knowledge and use by appropriate advisors/retail investors on private markets and alternative investment solutions. Ability to deliver and convey complex investment solutions to advisors in a manner that makes them understandable and relatable in both small settings or in larger groups. Manages a large territory and works closely with all levels of the sales organization. Discusses portfolio allocation guidance, suitability, structuring and liquidity considerations for implementation into advisor portfolios. Partners with key account managers and platform due diligence team to drive product placements, recommended list placements and allocations in model portfolios, as applicable. Works with Training & Development to build an alternatives education platform for both internal sales professionals and external advisor clients. Collaborates with various Investment, Strategy and Marketing teams to build content, collateral, and brand awareness campaigns. Supports strategic initiatives and projects on behalf of Alternatives Product Team. Cultivates an understanding of the Alternatives ecosystem through ongoing interactions with internal and external clients and stakeholders. Coordinates and collaborates with other Investment Specialists, as appropriate. Engages in meeting preparation, prioritizing relevant information, and advising on presentation content and product positioning. Produces expected sales results and activity levels as defined by manager. Maintains an accurate and current log of all activities and opportunities in Salesforce CRM. Represents MIM/JHI at conferences, events, and meetings in a professional manner. What ideal qualifications, skills & experience would help someone to be successful? A minimum of 4-6 years of experience in the alternative investment management industry with direct experience in business development or as a specialist working directly with advisors. Prior experience in private credit, structured credit, real assets and/or private equity is required. Knowledge and experience with various investment structures including BDCs, interval funds, tender‑offer funds, NTRs and private placements. Experience selling into private wealth channels (wirehouses, private banks, broker‑dealers, RIAs). Knowledge of current and historical developments in the non‑traded industry and the evolution of products to provide appropriate positioning of JHIM’s offerings. Strong knowledge of the operational functions for the private‑market subscription process including platforms like iCapital, CAIS, +SUBSCRIBE and others. Strong business development acumen; relationships with Alternatives stakeholders at key broker‑dealer firms a plus. Exceptional communication skills; ability to effectively articulate complex topics internally and externally. Presents effectively in 1:1 meetings and large groups. Highly proficient in the capital markets and positioning alternatives as a portfolio allocation. Self‑motivated, energetic, goal‑oriented, organized with exceptional time‑management skills. Detail‑oriented and highly motivated. High degree of integrity with team‑player mentality. Strong work ethic, professional disposition, detail‑oriented, passion for investments. Ability to build relationships and influence people at all levels and functions of an organization. Flexibility and willingness to travel 50% of the time. Bachelor’s degree, FINRA Series 7 & 66 licenses required, CAIA or CFA preferred. A focus on growing your career path with us. 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. The role being advertised is an existing vacancy.

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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。 雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには View email address on click.appcast.io までご連絡をお願いします。 Referenced Salary Location Chicago, Illinois Working Arrangement 在宅勤務 Salary range is expected to be between

$125,000.00 USD - $216,700.00 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. 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. Benefits 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. #J-18808-Ljbffr Manulife Financial