National Account Manager

4 weeks ago


Boston, Massachusetts, United States Manulife and John Hancock Full time
Job Summary

We are seeking a highly skilled National Account Manager to join our team at Manulife and John Hancock. The ideal candidate will have a strong background in business development, with a focus on national accounts and relationship management.

Key Responsibilities
  • Partner with custodial platforms and Envestnet to develop sales and service strategies, build and maintain relationships, and collaborate with executives, product managers, marketing officers, and event organizers to increase awareness of John Hancock Investment Management and drive sales.
  • Develop and maintain relationships with key home office personnel to communicate sales, marketing, and product updates, troubleshoot capabilities, and effectively implement the overall sales strategy.
  • Partner with marketing, product, platform, and sales teams to position and secure John Hancock Investment Management offerings on firms' platforms, assess and analyze product placements for sales opportunities.
  • Guide internal marketing and product development teams in strategizing and executing national and regional sales campaigns, spearhead major events to increase brand recognition and attract additional revenue, deliver presentations to financial advisors.
  • Share National Accounts' initiatives with Senior Sales Management, Business Consultants, and Internal Sales Desk, help position strategies, target product messaging, and customize value-add programs to focus firms' initiatives.
  • Liaise between designated firms, JHIM Sales Management Team, Business Consultants, and Internal Sales Desks to provide information pertaining to firm focuses, events, and initiatives, and identify sales opportunities.
  • Actively track and monitor sales trends and identify sales opportunities within designated firms.
  • Organize, monitor participation, and coordinate pre/post meeting follow-up for appropriate designated firm-sponsored meetings.
  • Coordinate home office sales visits and annual reviews involving Sales Management and National Accounts teams.
  • Coordinate back-office strategy for designated firms to constantly improve service while meeting firms' operational requirements.
  • Manage and attend industry conferences and firm meetings.
  • Support reporting and analysis of data for the National Accounts team.
Requirements
  • 7-10 years of experience in the investment management industry within business development, with at least 5 years of National Accounts experience. Prior experience in relationship management is preferred.
  • Experience selling into wealth management channels.
  • Knowledge of current and historical developments in the National Accounts space and the evolution of products to provide appropriate positioning of JHIM's offerings.
  • Solid understanding of the operational functions of the Custodial, TAMP, RIA industry and platforms.
  • Strong business development acumen; relationships with National Accounts collaborators at Custodial firms.
  • Highly proficient in the capital markets.
  • High degree of integrity with team player mentality.
  • Strong work ethic, professional disposition, passion for investments.
  • Ability to build relationships and influence people at all levels and functions of an organization.
  • Flexibility and willingness to travel 50% of the time.
  • Bachelor's degree, FINRA Series 7 license required.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit

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