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About the Role

The Global Alternatives Investments Solutions team is seeking candidates for the position of Alternative Investment Business Consultant. Candidates will be critical for the growth of the Alternative Investment Solutions business as subject matter experts, directly working with financial advisors and collaborating with generalist business consultants to deliver solutions.

Responsibilities

• Acts as the subject matter expert across all alternative investment and private market asset classes, focusing on supporting the private wealth/advised retail channel.
• Engages directly with financial advisors to support wholesaler efforts in expanding knowledge and use of private markets and alternative investment solutions.
• Delivers and conveys complex investment solutions to advisors in an understandable and relatable manner.
• Manages a large territory and works closely with the sales organization.
• Discusses portfolio allocation guidance, suitability, structuring, and liquidity considerations for advisor portfolios.
• Partners with key account managers and platform due diligence teams to drive product placements and allocations.
• Works with Training & Development to build an alternatives education platform for internal sales professionals and external advisor clients.
• Collaborates with Investment, Strategy, and Marketing teams to build content, collateral, and brand awareness campaigns.
• Supports strategic initiatives and projects on behalf of the Alternatives Product Team.
• Cultivates an understanding of the Alternatives ecosystem through ongoing interactions.
• Coordinates and collaborates with other Investment Specialists.
• Engages in meeting preparation, prioritizing information, and advising on presentation content and product positioning.
• Produces expected sales results and activity levels.
• Maintains an accurate and current log of all activities and opportunities in Salesforce CRM.
• Represents MIM/JHI at conferences, events, and meetings professionally.

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.
• 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.

Skills

• Alternative investment
• Private markets
• Private credit
• Structured credit
• Real asset
• Private equity
• Business development
• Salesforce CRM
• Capital markets
• Communication skills
• Time management
• Relationship building
• Influencing

Location

• Los Angeles
• San Francisco
• Chicago

Work Type

• Remote
• Travel 50%

Experience Level

• 4-6 years

Education Level

• Bachelor’s degree
• FINRA Series 7 & 66 licenses required
• CAIA or CFA preferred

Salary/Compensations

• $125,000.00 USD - $216,700.00 USD
• Opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

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.
• 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, and 40 hours of sick time each year.
• Full range of statutory leaves of absence.

About the Company

• Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better.
• John Hancock Life Insurance Company (U.S.A.)
• We're Manulife. And we’re on a mission to make decisions easier and lives better.
• Better is what drives us. It’s what inspires us to find new ways to support customers and colleagues in living longer and healthier lives.
• We’re dedicated to investing in digital innovation and accelerating a sustainable and economically inclusive future.
• Joining us means you’ll be empowered to learn and grow your career.
• 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, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go.
• Recent awards include: 2024 Gallup Exceptional Workplace Award Winner, Manulife Named one of Forbes World’s Best Employers 2023, Best Companies to Work for in Asia 2023, Canada’s Top 100 Employers (2024), Manulife included in Bloomberg’s 2023 Gender-Equality Index.
• Our ambition is to be the most digital, customer-centric global company in our industry.
• Learn more at https://www.manulife.com/.

Equal Opportunity

• 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.
• Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify