ETF与模型组合专员
ETF & Model Portfolio Specialist
ETF与组合产品专家是一个面向客户的业务拓展岗位，负责推动金融顾问、平台和中介渠道对ETF和组合产品的采用。该职位与业务顾问及内部相关方紧密合作，扩大顾问参与度，增加管理资产规模（AUM），并使Manulife John Hancock Investments在ETF和组合产品解决方案领域成为领导者。
岗位职责：
业务拓展与分销
- 负责本地区ETF和组合产品的业务拓展，包括管道建设、顾问获取和AUM增长。
- 推动在经纪交易商、独立顾问和战略平台的分销，重点是扩大顾问采用率和市场份额。
- 管理本地区以达成年度ETF和组合产品销售目标。
客户互动与组合专业能力
- 作为ETF和组合产品解决方案的专家，包括组合构建、实施和定位。
- 协助顾问将ETF和组合产品整合到客户组合中，包括资产配置、混合和使用场景讨论。
- 及时提供市场洞察、产品更新和实践管理建议，以支持顾问成长。
内部合作与赋能
- 与业务顾问紧密合作，推动协调的地区覆盖和销售成果。
- 向内部团队提供ETF和组合产品功能及定位的培训和持续教育。
- 向产品、营销和投资团队提供现场反馈，以提升产品开发和市场推广策略。
数据驱动执行
- 使用CRM和分析工具管理销售管道、优先处理机会并衡量效果。
- 监控并报告关键绩效指标，包括AUM增长、顾问渗透率和活动指标。
- 利用数字工具和虚拟互动策略提高规模和效率。
市场影响力
- 在会议、客户活动和培训中代表John Hancock投资管理公司。
- 在ETF和组合产品市场中保持一致且可信的存在感。
所需资格：
- 需要学士学位或同等经验
- 至少3-5年的资产管理批发或相关分销经验
- 需要Series 7和66（或63/65）
- 持有CFA或CIMA认证者优先
- 对ETF有深入了解
查看英文原文
The ETF & Model Portfolio Specialist is a client-facing, business development role responsible for driving ETF and model portfolio adoption across financial advisors, platforms, and intermediary channels. This individual partners closely with Business Consultants and internal stakeholders to expand advisor engagement, grow assets under management (AUM), and position Manulife John Hancock Investments as a leader in ETF and model portfolio solutions.
Position Responsibilities:
Business Development & Distribution
- Own territory-level ETF and model portfolio business development, including pipeline creation, advisor acquisition, and AUM growth.
- Drive distribution across broker-dealers, RIAs, and strategic platforms, with a focus on expanding advisor adoption and wallet share.
- Manage territory to hit annual ETF and Model Portfolio sales goals.
Client Engagement & Portfolio Expertise
- Serve as a subject matter expert on ETF and model portfolio solutions, including portfolio construction, implementation, and positioning
- Help advisors integrate ETFs and model portfolios into client portfolios, including asset allocation, blending, and use-case discussions
- Deliver timely market insights, product updates, and practice management ideas to support advisor growth
Internal Partnership & Enablement
- Partner closely with Business Consultants to drive coordinated territory coverage and sales outcomes
- Deliver training and ongoing education to internal teams on ETF and model portfolio capabilities and positioning
- Provide field feedback to product, marketing, and investment teams to enhance product development and go-to-market strategy
Data-Driven Execution
- Utilize CRM and analytics tools to manage sales pipeline, prioritize opportunities, and measure effectiveness
- Monitor and report on key performance indicators, including AUM growth, advisor penetration, and activity metrics
- Leverage digital tools and virtual engagement strategies to increase scale and efficiency
Market Presence
- Represent John Hancock Investment Management at conferences, client events, and training sessions
- Maintain a consistent and credible presence in the ETF and model portfolio marketplace
Required Qualifications:
- Bachelor’s degree or equivalent experience required
- Minimum 3–5 years of asset management wholesaling or related distribution experience
- Series 7 and 66 (or 63/65) required
- CFA or CIMA designation preferred
- Strong understanding of ETF structure, trading dynamics, and portfolio applications preferred
- Excellent communication and presentation skills (in-person and virtual)
- Proven ability to manage a territory, prioritize effectively, and drive business results
- Proficiency with CRM and sales enablement tools (e.g., Salesforce) preferred
- Established presence in the local market preferred
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.
The role being advertised is an existing vacancy.
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 .
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact .
Referenced Salary Location
USA, Arizona - Full Time RemoteWorking Arrangement
RemoteSalary range is expected to be between
$125,000.00 USD - $216,700.00 USDEmployees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. 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. If you are applying for this role outside of the primary location, please contact for the salary range for your location.
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.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.
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.)Originally posted on Himalayas