ETF & Model Portfolio Specialist
New
J
John Hancock InvestmentsAsset Management
United StatesFull-TimeMiddle
Salary$125,000.00 USD - $216,700.00 USD
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Job Details
- Experience
- 3–5 years of asset management wholesaling or related distribution experience
- Required Skills
- Business DevelopmentSalesforceCRM
Requirements
- Bachelor’s degree or equivalent experience.
- 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.
- 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.
Responsibilities
- 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.
- Serve as a subject matter expert on ETF and model portfolio solutions, including portfolio construction, implementation, and positioning.
- Deliver training and ongoing education to internal teams on ETF and model portfolio capabilities and positioning.
- Utilize CRM and analytics tools to manage sales pipeline, prioritize opportunities, and measure effectiveness.
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