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Manulife · 1 month ago

Associate Director, Consultant Relations

Boston, Massachusetts

Full-time

Hybrid

Mid, Senior Level, Lead/Staff

$90K/yr - $162K/yr

3+ years exp

Manulife is a leading international financial services provider, and they are seeking an Associate Director, Consultant Relations to support sales and relationship development within the North American institutional client channel. The role involves managing external and internal databases, organizing events, maintaining product knowledge, and ensuring alignment with various internal teams to enhance client outcomes.

FinanceFinancial ExchangesFinancial Services

Responsibilities

Proactively leverage external databases to identify new leads, manage territory strategy, and conduct industry research. Maintain expertise in industry databases to uncover and evaluate client marketplace opportunities

Ensure firm and strategy data are accurately maintained in consultant databases; lead significant database updates as required and coordinate with internal stakeholders

Support the development of new relationships and identify business opportunities for Manulife Investment Management’s public and private market institutional products, including public equity, fixed income, real assets, private equity, and private credit

Monitor, track, and submit quarterly and ad hoc requests from consultants (RFI/DDQ/RFPs), coordinating with portfolio management for specific information needs

Assist with Salesforce reporting and collaborate on new initiatives and system enhancements. Generate reports for senior management detailing consultant relations activities, progress, and strategic goals

Maintain familiarity with direct institutional channels, including public plans, large corporate retirement plans, endowments & foundations, insurance, and sub-advisory. Stay informed on investment portfolio performance and competitive positioning, with the ability to present insights as opportunities arise

Demonstrate a strong understanding of the North American investment consultant landscape

Oversee business channel knowledge, monitor key performance indicators (KPIs), and track new business pipeline and progress against plan

Serve as the primary contact for consultant relations conference management, including tracking, organization, preparation, and attendee coordination. Manage speaker requests, deliverables, and marketing materials

Organize logistics and preparation for consultant relations and investment management teams, ensuring all materials and arrangements are in place

Host client onsite visits and due diligence meetings, aligning senior leadership and relevant departments for optimal outcomes

Attend industry conferences and meetings as needed, representing the brand and expanding the consultant relations network. Build relationships with consultants and gradually assume responsibility for select consultant firms. Prepare and deliver investment updates to consultants, research analysts, and institutional investors

Ensure alignment and coordination between the consultant relations team and sales/relationship management teams on outreach initiatives, including roadshows and conferences

Collaborate with marketing to execute initiatives such as newsletters, webinars, invitations, and social media posts, while communicating consultant relations priorities

Provide functional and technical guidance to internal teams, including portfolio management, compliance, and other departments that impact client outcomes and experiences

Pursue ongoing professional development, including additional financial industry licenses, certifications, and relevant coursework

Qualification

Asset ManagementClient RelationsSales ProspectingDatabase ManagementSalesforceCapital MarketsInvestment ProductsAnalytical ThinkingProfessional DevelopmentNetworkingInterpersonal SkillsPresentation SkillsTeam CollaborationCommunication Skills

Required

Minimum of three years' relevant experience in asset management, client relations, or sales

Bachelor's Degree

FINRA Licenses: Securities Industry Essentials (SIE), Series 7, Series 63/65/66

Preferred

Solid understanding of capital markets and institutional channels (public plans, corporate retirement, endowments, insurance, sub-advisory)

Demonstrated success in sales prospecting and lead generation

Exceptional interpersonal, presentation, and client-facing skills

Ability to communicate complex information in a clear, client-friendly manner

Capable of working independently and collaboratively within a team

Strong curiosity, analytical thinking, and a collaborative mindset

Progress toward professional designations or graduate education (CFA, CIMA, MBA, MSF, or similar) is highly desirable

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/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

Full range of statutory leaves of absence