Manulife Asset Management is actively hiring for a Managing Director, Institutional Sales to cover the West coast region of the United States. The Institutional Sales group sells the products and services of Manulife Asset Management (Manulife AM US) to institutions (e.g., pension plans, investment funds, foundations, trusts) and develops and manages relationships with these institutions.
Sales and Relationship Management
Develop and execute a coordinated direct solicitation program aimed at winning investment mandates for pension plans, endowments, foundations and corporations
Develop detailed knowledge and understanding of the investment strategies used by various portfolio managers within the Manulife AM family
Present knowledgeably on all aspects of Manulife AM US's investment management expertise to institutional prospects. Deliver regular sales presentations and RFP responses to institutional prospects and assist the sales-administration team in the production and delivery of supporting materials.
Work with Marketing, Sales Administration and Investment Management staff (i.e., portfolio managers, client services, legal/compliance, etc.) throughout the firm to design strategic sales solutions and due diligence presentations meeting specific client needs
Maintain close, positive, on-going relations with clients in order to ensure that Manulife AM US is a candidate for future mandates
Act as a resource for marketing and product development teams by identifying opportunities, reviewing competitive landscape and testing product ideas
Increase the profile of Manulife AM US within the territory. Build and maintain relationships by working with institutional prospects and clients as a partner; understanding, anticipating and meeting their needs on a timely basis
Increase market awareness and enhance the brand name of Manulife AM US by hosting events, attending conferences, participating in associations and by increasing the firm's market visibility
Servicing and Support
Leverage the expertise of investment experts at Manulife AM US by conducting conference calls, meetings, etc. with clients, either independently or jointly with investment professionals
Research and Development
Provide market feedback to Manulife AM US management on local conditions, competitive threats in order to identify current and future business opportunities in a timely fashion
Leverage learning of competitor's offerings from trade shows and contribute to design of similar products from Manulife AM US
Provide input/assist in preparation of client/internal reports and presentations, RFP's, etc.
University degree, preferably in business, finance or economics. CFA designation is preferred.
5-10 years of direct institutional investment sales experience
Proven track record selling investment management products to institutional clientele
Knowledge of the investment industry, competitive products, distribution systems and consultant trends
Tact, diplomacy and maturity in order to develop and maintain executive level contacts
Possess an enthusiastic, adaptable, forward thinking, self-motivated and energetic manner
Superior communication and presentation skills
Ability to work independently in order to develop a respected regional operation
Manulife Asset Management is the asset management division of Manulife Financial Corporation. Manulife Asset Management's diversified group of companies and affiliates provides comprehensive asset management solutions for institutional investors, investment funds and individuals in key markets around the world. This investment expertise extends across a full range of asset classes including equity, fixed income, derivatives, and alternative investments such as oil & gas, real estate, timber, farmland, as well as asset allocation strategies. Manulife Asset Management has investment offices in the United States, Canada, the United Kingdom, Japan, Hong Kong, and throughout Asia. Manulife Asset Management has more than 100 years of experience managing portfolios for The Manufacturers Life Insurance Company, John Hancock Life Insurance Company, and other major clients. With more than C$200 billion in assets under management, Manulife Asset Management is a leading global investment management group. Additional information about Manulife Asset Management may be found at
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.
JOHN HANCOCK IS AN EQUAL OPPORTUNITY EMPLOYER - AA/F/M/D/V
Manulife Asset Mgmt
John Hancock - 17 months ago
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...