ETF & Model Portfolio Specialist

Position Responsibilities Business Development & Distribution Own territory-level ETF and model portfolio business development, including pipeline creation, advisor acquisition, and AUM growth. Drive distribution across broker-dealers, RIAs, and strategic platforms, with a focus on expanding advisor adoption and wallet share. Manage territory to hit annual ETF and Model Portfolio sales goals. Client Engagement & Portfolio Expertise Serve as a subject matter expert on ETF and model portfolio solutions, including portfolio construction, implementation, and positioning. Help advisors integrate ETFs and model portfolios into client portfolios, including asset allocation, blending, and use‑case discussions. Deliver timely market insights, product updates, and practice management ideas to support advisor growth. Internal Partnership & Enablement Partner closely with Business Consultants to drive coordinated territory coverage and sales outcomes. Deliver training and ongoing education to internal teams on ETF and model portfolio capabilities and positioning. Provide field feedback to product, marketing, and investment teams to enhance product development and go‑to‑market strategy. Data‑Driven Execution Utilize CRM and analytics tools to manage sales pipeline, prioritize opportunities, and measure effectiveness. Monitor and report on key performance indicators, including AUM growth, advisor penetration, and activity metrics. Leverage digital tools and virtual engagement strategies to increase scale and efficiency. Market Presence Represent John Hancock Investment Management at conferences, client events, and training sessions. Maintain a consistent and credible presence in the ETF and model portfolio marketplace. Required Qualifications Bachelor’s degree or equivalent experience required Minimum 3–5 years of asset management wholesaling or related distribution experience Series 7 and 66 (or 63/65) required CFA or CIMA designation preferred Strong understanding of ETF structure, trading dynamics, and portfolio applications preferred Excellent communication and presentation skills (in‑person and virtual) Proven ability to manage a territory, prioritize effectively, and drive business results Proficiency with CRM and sales enablement tools (e.g., Salesforce) preferred Established presence in the local market preferred 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. About Manulife and John Hancock To learn more about us, visit Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. Salary Location USA, Massachusetts - Full Time Remote Working Arrangement Remote. 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 health dental mental health vision short- and long-term disability life and AD&D insurance coverage adoption/surrogacy and wellness benefits employee/family assistance plans retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) financial education and counseling resources 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. Equal Opportunity and Diversity Manulife is an Equal Opportunity Employer At 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. Know Your Rights Family & Medical Leave Employee Polygraph Protection Right to Work E-Verify Company: John Hancock Life Insurance Company (U.S.A.) The role being advertised is an existing vacancy. #J-18808-Ljbffr your Jared