Manulife · 5 days ago
Associate Director, Institutional Sales
Boston, MA
Full-time
Hybrid
Mid, Senior Level, Lead/Staff
$92K/yr - $160K/yr
5+ years expManulife is a leading international financial services provider dedicated to helping people make their decisions easier and lives better. The Associate Director, Institutional Sales will drive sales and relationship development within the North American institutional prospect and client channel, managing capital raising initiatives and fostering partnerships with internal stakeholders.
FinanceFinancial ExchangesFinancial Services
Responsibilities
Strategic Lead Generation
Proactively leverage industry databases to identify new leads, manage territory strategy, and conduct industry research. for Manulife Investment Management’s institutional products (public equity, public fixed income, real assets, private equity, private credit)
Maintain expertise in industry databases to uncover and evaluate marketplace opportunities. Lead internal trainings when requested
Oversee and coordinate the development and timely submission of quarterly and ad hoc client and prospect requests (RFI, DDQ, RFP), ensuring accuracy and responsiveness. Provide constructive feedback and regular updates to stakeholders to drive continuous improvement
Lead CRM system (Salesforce) reporting, data integration, and updates for external partners. Provide strategic insights to better utilize CRM system
Monitor key performance indicators (KPIs) and pipeline progress. Share and represent Managing Director’s (and potentially individual) relevant business development activities in biweekly update calls
Oversee and ensure stakeholder preparation for field meetings, onsite client visits, and due diligence sessions
Lead conference and industry event strategy, including speaker selection, deliverables, and marketing materials
Represent the firm and the Manulife Investment Management brand at key industry events and prospect/client meetings. Build and maintain relationships with institutional prospects and clients for designated territory
Ensure strategic alignment and seamless coordination among Managing Directors, distribution groups, and territories to maximize the impact of outreach initiatives such as roadshows and conferences
Drive synergy with marketing partners to integrate sales priorities into various initiatives and maximize prospect/client engagement through newsletters, webinars, and social media
Maintain expertise in institutional channels (public plans, corporate retirement plans, endowments & foundations, insurance, sub-advisory) and consistently evaluate marketplace opportunities and trends
Stay current on Manulife Investment Management’s investment portfolio performance, competitive positioning, and industry developments
Pursue ongoing professional development, including advanced financial licenses, certifications, and relevant coursework
Mentor and develop junior team members, including Senior Associates
Qualification
Required
Minimum of five years' relevant experience in asset management, institutional sales, or client relations
Bachelor's Degree required; advanced degree (MBA, MSF, etc.) preferred
FINRA Licenses: Securities Industry Essentials (SIE), Series 7, Series 63/65/66 (must be obtained within one year if not already held)
Demonstrated leadership experience and ability to manage complex client relationships
Preferred
Deep understanding of financial markets and institutional investment products
Exceptional interpersonal, presentation, and client-facing skills
Ability to communicate complex information clearly and persuasively
Proven track record of working independently and collaboratively within a team
Strong analytical thinking, strategic mindset, and curiosity
Progress toward professional designations (CFA, CIMA, MBA, MSF, or similar) highly desirable
Benefits
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
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
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
The full range of statutory leaves of absence
Company
Manulife
Manulife is a leading international financial services group that helps people make their decisions easier and lives better.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$3.31B2025-12-02Post Ipo Debt· $1B
2024-06-11Post Ipo Debt· $363.5M
2023-03-07Post Ipo Debt· $1.2B
Leadership Team
Phil Witherington
President and CEO
Steve Finch
President and CEO, Manulife Asia
Recent News
2026-01-21
Company data provided by crunchbase