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Investment Consultant

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteSeniorTeam 10,001+Since 1887H1B SponsorCompany SiteLinkedIn

Location

California + 2 moreAll locations: California | Illinois | New York

Posted

107 days ago

Salary

$125K - $216.7K / year

Seniority

Senior

Bachelor Degree4 yrs expEnglish

Job Description

Investment Consultant

Manulife

• Acts as the subject matter expert across all alternative investment and private market assets classes (private credit, structured credit, real asset and private equity) with a focus on supporting the private wealth/advised retail channel. • Engage directly with financial advisors in assigned channel/territory and support existing wholesaler efforts to expand knowledge and use by appropriate advisors/retail investors on private markets and alternative investment solutions. • Ability to deliver and convey complex investment solutions to advisors in manner that makes them understandable and relatable in both small settings or in larger groups. • Manages a large territory and works closely with all levels of the sales organization • Discusses portfolio allocation guidance, suitability, structuring and liquidity considerations for implementation into advisor portfolios • Partners with key account managers and platform due diligence team to drive product placements, recommended list placements and allocations in model portfolios, as applicable • Works with Training & Development to build an alternatives education platform for both internal sales professionals and external advisor clients • Collaborates with various Investment, Strategy and Marketing teams to build content, collateral, and brand awareness campaigns. • Supports strategic initiatives and projects on behalf of Alternatives Product Team • Cultivates an understanding of the Alternatives ecosystem through ongoing interactions with internal and external clients and stakeholders • Coordinates and collaborates with other Investment Specialists, as appropriate • Engages in meeting preparation, prioritizing relevant information, and advising on presentation content and product positioning • Produces expected sales results and activity levels as defined by manager • Maintains an accurate and current log of all activities and opportunities in Salesforce CRM • Represents MIM/JHI at conferences, events, and meetings in a professional manner

Job Requirements

  • A minimum of 4-6 years of experience in the alternative investment management industry with direct experience in business development or as a specialist working directly with advisors.
  • Prior experience in private credit, structured credit, real assets and/or private equity is required
  • Knowledge and experience with various investment structures including BDCs, interval funds, tender offer funds, NTRs and private placements
  • Experience selling into private wealth channels (wirehouses, private banks, broker-dealers, RIAs)
  • Knowledge of current and historical developments in the non-traded industry and the evolution of products to provide appropriate positioning of JHIM’s offerings
  • Strong knowledge of the operational functions for the private market subscription process including platforms like iCapital, CAIS, +SUBSCRIBE and others
  • Strong business development acumen; relationships with Alternatives stakeholders at key broker-dealer firms a plus
  • Exceptional communication skills; ability to effectively articulate complex topics internally and externally.
  • Presents effectively in 1:1 meetings and large groups
  • Highly proficient in the capital markets and positioning alternatives as a portfolio allocation
  • Self-motivated, energetic, goal-oriented, organized with exceptional time management skills
  • Detail-oriented and highly motivated
  • High degree of integrity with team player mentality
  • Strong work ethic, professional disposition, detail–oriented, 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 & 66 licenses required, CAIA or CFA preferred.

Benefits

  • Health insurance
  • Dental insurance
  • Mental health benefits
  • Vision insurance
  • Short- and long-term disability insurance
  • Life and AD&D insurance coverage
  • Adoption/surrogacy and wellness benefits
  • Employee/family assistance plans
  • Retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
  • Financial education and counseling resources
  • Up to 11 paid holidays
  • 3 personal days
  • 150 hours of vacation
  • 40 hours of sick time

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