Manulife · 16 hours ago
Business Development Consultant
Tempe, Arizona
Full-time
Hybrid
Entry, Mid Level
2+ years expManulife is a leading international financial services provider, helping people make their decisions easier and lives better. The Business Development Consultant will partner with Business Consultants to implement programs that assist advisors in building their business and increasing assets under management for John Hancock Investments.
FinanceFinancial ExchangesFinancial Services
Responsibilities
A portion of the day will consist of running and analyzing advisor portfolios to uncover opportunities and potential unforeseen issues
This individual must have superior research and analytic capabilities. They must be able to research competitor products, gain a high proficiency in those products, and understand how those products will interact with the overall composition of our clients’ portfolios
Leverage tools including Morningstar Workstation, Morningstar Advisor Portal and John Hancock Portfolio Insight to perform analysis and provide insight and advice for registered representatives helping them improve portfolio construction
Review and research advisor websites, LinkedIn, and data packs to personalize practice management and business building solutions
Participate in roundtable discussions and feedback sessions increasing industry knowledge and product expertise
Maintain competitive intelligence by attending meetings and engaging other internal departments to understand John Hancock's internal strategies
Lead projects for department initiatives to fully implement new processes, strategies, and more
Act as a mentor to new Inside Wholesalers and assist in development, implementation, and delivery of training classes for the Investments sales desk
Act as Fund/Firm/Separate Account/Marketing Liaison. Relay a positive attitude about department initiatives and stand behind decisions of management
Qualification
Required
FINRA Series 7 and 63, 65, or 66 required
Bachelor's degree
At least 2 years of internal sales/consulting experience in the financial services industry
Preferred
Demonstrated knowledge of mutual funds and the financial advisor business model
Strong analytical, time management, organizational, and problem-solving skills
Excellent communication and presentation skills
Able to work independently and effectively manage time
Ability to influence others and collaborate with a team
This position is subject to the Securities and Exchange Commission's Pay-to-Play Rule 206(4)-5 regarding political contributions by investment advisors and their covered associates
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
Up to 11 paid holidays
3 personal days
150 hours of vacation
40 hours of sick time (or more where required by law)
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