Event Planner
John Hancock - Boston, MA

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John Hancock Funds is the Mutual Fund Business Unit of the John Hancock Wealth Management Division. Mutual Funds distribute its products through an extensive and broadening distribution network comprised of multiple channels. The products distributed extend across a full range of asset classes including equity, fixed income and alternative investments and asset allocation strategies. The Mutual Fund Business Unit has a history of successful fund acquisition and strategic asset management partnerships. 71% of its AUM is sub-advised by John Hancock Asset Management and 29% is subadvised by non-affiliated sub-advisers. The Mutual Fund Business Unit represents a key a segment targeted for growth over the next several years.

The Wealth Management Division of John Hancock is a leading provider of comprehensive asset management solutions for institutional investors, investment funds and individuals. Additional information about the Wealth Management Division of John Hancock may be found at



Key focus

Accountable for executing all logistics relative to internal and external meetings for the Mutual Fund business unit.


Manage all aspects of internal and external meetings including making site recommendations, contractual negotiations, budgets, F&B selections, coordinating speakers and facilitators, developing agendas.

Authorized to sign contracts.

Work with outside investment management wholesalers in regard to securing time on agendas and sponsorships.

Work with Sales Managers and wholesalers pertaining to planning of due diligence and broker/dealers sponsored meetings. Develop agendas with Sales Manager and wholesalers.

Follow NASD, John Hancock Legal and Broker/Dealer compliance guidelines when creating meetings, providing premium items and correspondence.

Develop, organize and deliver internal and external meetings, conferences and training materials that meet the training and development needs of registered representatives across all channels of distribution.

Coordinate promotion and follow up of all events.

Subcontract when necessary to ensure achievement of cost-effective meetings to stay within or below each meetings budget.

Work with Marketing Event Planning Manager to obtain broker/dealer approval to extend invitations to registered representatives.

Work with Academy to ensure continuing education compliance is met.

Make cost effective recommendation of premium handout items and track inventory.

Coordinate with Sales Managers and National Accounts follow up promotion for all due diligence and sponsored meetings.

Recommended experience

BS in Business or related field

NASD 6 & 63 desirable

2-4 years event management experience desired

1-2 years event management in financial industry

Knowledge and skills

Ability to work independently

Ability to meet multiple tight deadlines

Strong attention to detail

Ability to perform well under pressure

Strong organization and project management skills

Excellent communication skills

Proficient in Word, Excel and Powerpoint

Basic understanding of Annuities, College Savings and managed account divisions and broker/dealer firms.

Moderate Travel.

About John Hancock:
At John Hancock you will find a wealth of opportunity both professionally and personally. Whether you take advantage of our continuous training and development offerings or participate in community events, you will have the opportunity to grow. We offer careers from Investments to IT, Finance to Marketing, Sales to Legal, and Actuarial to Human Resources, to name a few.

John Hancock is a subsidiary of Manulife Financial, a leading Canadian-based financial services group serving millions of customers in 22 countries and territories worldwide. The Company offers clients a diverse range of financial protection products and wealth management services through its extensive network of employees, agents and distribution partners. Each product and service employees its own team to support the sales, marketing, customer service, analysis, and senior management responsibilities.

For more information about our benefits and organization please visit


Agency submissions and contacts are by invitation only and must be initiated by John Hancock's Recruiting Department only. Unsolicited agency submissions will not be honored


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JH Mutual Fund

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From our humble beginnings in 1862 as a four person company formed in a single room, the name John Hancock, one of our nation's forefathers...