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Business Development Associate jobs in United States
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Manulife Wealth & Asset Management · 1 month ago

Business Development Associate

Manulife Wealth & Asset Management is a leading international financial services provider. They are seeking a Business Development Associate to join their high-performing wholesaling team, where the primary mission is to drive sales growth and build strong advisor relationships.
Financial Services

Responsibilities

Build connections: Develop and maintain strong relationships with advisors and key internal partners
Plan for success: Contribute to the annual territory business plan and help execute it
Be the go-to resource: Prepare reports, fund proposals, and provide guidance on policies and regulations
Own the details: Schedule meetings, manage budgets, and coordinate weekly team sessions
Lead events: From planning to execution, organize impactful advisor and industry events
Drive marketing: Manage email campaigns, track results, and keep communication flowing
Collaborate: Act as the main point of contact for internal and external partners

Qualification

Bilingual (French & English)CSCIFIC certificationCFA level 1Experience in mutual fundsMicrosoft OfficeSalesforceSAP ConcurProactiveProblem solvingDetail-orientedTeamworkCommunication skillsAdaptability

Required

Post-secondary education
You thrive in a fast-paced environment and juggle multiple priorities with ease
You're a problem solver, detail-oriented, and proactive
You communicate clearly, work well in a team, and stay cool under pressure
A passion for learning and growing in the wealth management space
Bilingual (French & English) is required - The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec

Preferred

CSC or IFIC certification (an asset)
CFA level 1 (an asset)
Experience in mutual funds or financial planning (an asset)
You're tech-savvy with Microsoft Office, and ideally familiar with Salesforce and SAP Concur

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
Various retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
Financial education and counseling resources
Generous paid time off program in Canada includes holidays, vacation, personal, and sick days
Full range of statutory leaves of absence

Company

Manulife Wealth & Asset Management

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Manulife Wealth & Asset Management is the global investment, financial advice, and retirement plan services segment of Manulife Financial Corporation.

Funding

Current Stage
Late Stage

Leadership Team

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Steve Mouzakis
Managing Director, Chief Operating Officer, Senior Credit
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Angela Nunez, BSBA, MBA, APC, and Notary Public
Chief Administrative Compliance Officer
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Company data provided by crunchbase