National Account Manager

October 15

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Manulife

WebsiteLinkedInAll Job Openings

10,000+

💰 $1.2G Post-IPO Debt on 2023-03

Description

• Partner with Custodial Platforms and Envestnet on sales and service strategies; build and secure relationships • Develop and maintain relationships with key home office personnel to communicate sales, marketing and product updates • Guide internal marketing and product development teams in strategizing and executing national and regional sales campaigns • Share National Accounts’ initiatives with Senior Sales Management, Business Consultants and Internal Sales Desk • Manage and attend industry conferences and firm meetings

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

Benefits

• health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage • adoption/surrogacy and wellness benefits • employee/family assistance plans • various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) • financial education and counseling resources • 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