Talent.com
Associate Director, Institutional Sales
Associate Director, Institutional SalesMassachusetts Staffing • Boston, MA, US
Associate Director, Institutional Sales

Associate Director, Institutional Sales

Massachusetts Staffing • Boston, MA, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Associate Director, Institutional Distribution

The Associate Director, Institutional Distribution is a key leader in driving sales and relationship development within the North American institutional prospect and client channel. This position partners closely with Managing Directors in the field to manage driving capital raising initiatives across public and private market investment products. This role spearheads strategic lead generation, orchestrates conference and event initiatives, fosters cross-functional partnerships with internal stakeholders, and serves as an ambassador for the Manulife Investment Management brand to ensure flawless execution and exceptional client results.

Position 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.
  • Internal Operations + 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.
  • Meetings, Conferences & Events + 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.
  • Internal Collaboration + 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.
  • Product & Marketplace Expertise + 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.
  • Professional Development + Pursue ongoing professional development, including advanced financial licenses, certifications, and relevant coursework. + Mentor and develop junior team members, including Senior Associates.

Required Qualifications :

  • 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 Qualifications :

  • 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.
  • When you join our team :

  • We'll empower you to learn and grow the career you want.
  • We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
  • As part of our global team, we'll support you in shaping the future you want to see.
  • Manulife Financial Corporation is a leading international provider of financial services that helps people make decisions in a way that is easier and better for their lives. For more information about us, visit www.manulife.com .

    Manulife is an equal opportunity employer. In Manulife / John Hancock, we value our diversity. We strive to attract, develop, and retain a workforce that is as diverse as the clients we serve, and to foster an inclusive work environment in which the strengths of cultures and people are leveraged. We are committed to equity in hiring, retention, advancement, and compensation, and we administer all of our practices and programs without discrimination based on race, ancestry, place of origin, color, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other aspect protected by applicable law. Our priority is to remove barriers to ensure equal access to employment. A human resources representative will work with applicants who require reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner consistent with Manulife / John Hancock's applicable laws and policies. To request a reasonable accommodation in the application process, please send us a message at recruitment@manulife.com .

    Location : Boston, Massachusetts

    Work Modalities : Hybrid

    Salary Range : $90,225.00 USD - $162,405.00 USD If you are applying for this position outside of the primary location, please contact recruitment@manulife.com to learn the salary range for your location. The actual salary will vary based on local market conditions, geography, and relevant job-related knowledge, skills, qualifications, experience, and education / training. Employees are also eligible to participate in incentive programs and receive compensation of incentives linked to business performance and individual performance. Manulife / John Hancock offers eligible employees a wide variety of customizable benefits, including health, dental, mental health, vision, short- and long-term disability coverage, life and accidental death and dismemberment insurance, adoption / surrogacy, and wellness, and employee / family assistance plans. We also offer eligible employees several retirement savings plans (including 401(k) or pension plans and a global stock ownership plan with employer matching contributions) and financial counseling and education resources. Our generous paid time off program in the U.S. includes up to 11 holidays, 3 personal days, 150 vacation hours, and 40 sick hours (or more when required by law) per year, and we offer all types of leave required by law.

    Company : John Hancock Life Insurance Company (U.S.A.)

    [job_alerts.create_a_job]

    Institutional Sales Associate • Boston, MA, US

    [internal_linking.similar_jobs]
    Associate Director Contracts

    Associate Director Contracts

    LaBine and Associates • Cambridge, MA, US
    [job_card.full_time]
    Lead the Way in Contract Management Excellence!.Are you ready to shape the future of defense contracts in a dynamic environment? Join us as a Contract Management Leader where you'll guide, ment...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Director of Operations

    Associate Director of Operations

    Roxbury Prep Charter School • Boston, MA, US
    [job_card.full_time]
    Uncommon Schools is a nonprofit network of high-performing public charter schools dedicated to providing an exceptional K-12 education in economically disadvantaged communities.Operating in Boston,...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director of Consulting

    Director of Consulting

    Mantis Innovation • Boston, MA, US
    [job_card.full_time]
    Mantis Innovation provides managed facility services and turnkey program management with technology-enabled solutions that target the entire building footprint. We look at the entire facility—...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Director, Institutional Sales

    Associate Director, Institutional Sales

    Manulife Financial • Boston, MA, United States
    [job_card.full_time]
    Associate Director, Institutional Distribution.The Associate Director, Institutional Distribution is a key leader in driving sales and relationship development within the North American institution...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Director, Site Budgeting and Contracting

    Associate Director, Site Budgeting and Contracting

    Veterans Staffing • Boston, MA, US
    [job_card.full_time]
    Associate Director, Site Budgeting and Contracting.Are you looking for a patient-focused, innovation-driven company to inspire you and empower you to shine? Join us as an Associate Director, Site B...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Associate Director - Accounting Advisory (Life Sciences) (BOS)

    Associate Director - Accounting Advisory (Life Sciences) (BOS)

    CrossCountry • Boston, MA, United States
    [job_card.full_time]
    From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Director, Annual Fund

    Associate Director, Annual Fund

    Trustees • Boston, MA, United States
    [job_card.full_time]
    Founded in 1891 by a group of visionary volunteers, The Trustees of Reservations (The Trustees) is Massachusetts’ premier conservation and preservation organization. The Trustees’ preserves, for pub...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Alliance Sales Executive, Associate Director - IBM, Financial Services (FSO)

    Alliance Sales Executive, Associate Director - IBM, Financial Services (FSO)

    EY • Boston, MA, United States
    [job_card.full_time]
    Alliance Sales Executive, Associate Director – IBM, Financial Services (FSO).Location : New York, Stamford, Hartford, Baltimore, Boston, Hoboken, Iselin, Philadelphia, Charlotte.At EY, we’re all in ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Director, Commercial Training & Field Effectiveness

    Associate Director, Commercial Training & Field Effectiveness

    Akebia Therapeutics • Cambridge, MA, United States
    [job_card.full_time]
    Associate Director, Commercial Training & Field Effectiveness .Nearly 37 million Americans are currently affected by Chronic Kidney Disease. At Akebia we take that number very seriously and every da...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Director, Institutional Sales

    Associate Director, Institutional Sales

    Manulife • Boston, MA, United States
    [job_card.full_time]
    The Associate Director, Institutional Distribution is a key leader in driving sales and relationship development within the North American institutional prosect and client channel.This position par...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Director, Client Services

    Associate Director, Client Services

    Gupta Media • Boston, MA, US
    [job_card.full_time]
    Gupta Media was founded 20 years ago on the idea that advertising could create huge leverage in our clients' businesses.Our early work was focused on the entertainment industry, specifically li...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Director of Condo Management

    Associate Director of Condo Management

    Brigs LLC • Boston, MA, US
    [job_card.full_time]
    BRIGS is a growth oriented and dynamic property management company in the Condominium, HOA and Residential Investment market. More than just a management company Brigs is an innovator in an industry...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Director, Annual Fund

    Associate Director, Annual Fund

    The Trustees of Reservations • Boston, MA, US
    [job_card.full_time]
    Founded in 1891 by a group of visionary volunteers, The Trustees of Reservations (The Trustees) is Massachusetts’ premier conservation and preservation organization.The Trustees’ preser...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Director Corporate and Foundation Relations

    Associate Director Corporate and Foundation Relations

    Tufts University • Medford, MA, United States
    [job_card.full_time]
    Tufts Office of Corporate and Foundation Relations (CFR) seeks a dynamic Associate Director to support the School of Engineering (SOE). Reporting to the Senior Director of CFR, this position will pl...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Director - Accounting Advisory (Life Sciences) (BOS)

    Associate Director - Accounting Advisory (Life Sciences) (BOS)

    Cross Country Consulting • Boston, MA, United States
    [job_card.full_time]
    From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director, Underwriting

    Director, Underwriting

    Lument • Boston, MA, United States
    [job_card.full_time]
    Reporting to a Deputy Chief Underwriter, the Director is responsible for reviewing, inspecting, and underwriting multifamily agency loan applications, primarily for Freddie Mac and Fannie Mae conve...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Director, Franchise Portfolio Management

    Associate Director, Franchise Portfolio Management

    Azurity Pharmaceuticals - US • Woburn, MA, US
    [job_card.full_time]
    Azurity Pharmaceuticals is a privately held, specialty pharmaceutical company that focuses on innovative products that meet the needs of underserved patients. As an industry leader in providing uniq...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Director, Institutional Sales

    Associate Director, Institutional Sales

    Manulife Insurance Malaysia • Boston, MA, United States
    [job_card.full_time]
    Nous utilisons des • •pour fournir des statistiques qui nous aident à vous offrir la meilleure expérience sur note site.Vous y trouverez des renseignements sur les témoins, ou vous pouvez les désac...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]