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Associate Director, Institutional Sales
Associate Director, Institutional SalesManulife Financial • Boston, Massachusetts, US
Associate Director, Institutional Sales

Associate Director, Institutional Sales

Manulife Financial • Boston, Massachusetts, US
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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

  • 1. 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.
  • 2. 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.
  • 3. 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.
  • 4. 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.
  • 5. 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.
  • 6. 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.
  • マニュライフとジョン・ハンコックについて

    マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https : / / www.manulife.co.jp / をご覧ください。 マニュライフは機会均等を是とする雇用主です

    マニュライフ / ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別(妊娠および妊娠関連の状態を含む)、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。

    雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ / ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、 recruitment@manulife.com までご連絡をお願いします。

    Referenced Salary Location : Boston, Massachusetts Working Arrangement

    ハイブリッド勤務 Salary Range

    $90,225.00 USD - $162,405.00 USD

    If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education / training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

    Manulife / John Hancock offers eligible employees a wide array of customizable benefits, including 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. We also offer eligible employees various retirement savings plans (including pension / 401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes 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, and we offer the full range of statutory leaves of absence.

    Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify

    Company : John Hancock Life Insurance Company (U.S.A.) #J-18808-Ljbffr

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    Institutional Sales Associate • Boston, Massachusetts, US

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