Strategic Relationship Coordinator

As a Strategic Relationship Coordinator, you will be responsible for acquiring new clients, managing and growing existing portfolios, and helping customers achieve their financial goals through a range of investment and wealth products. Success in this role requires strong market knowledge, exceptional relationship management skills, and a commitment to maintaining the highest standards of risk management, regulatory compliance, and client service.

You will work in a dynamic environment where your ability to influence, analyze opportunities, and deliver outstanding client experiences will directly contribute to business growth and long-term customer success.

Position Responsibilities:

Business Development

• Manage projects as assigned by the Strategic Relationship Team and ensure the accurate and timely completion of tasks. Projects assigned may include research, correspondence or other work of the department. Independently gather information, test for reasonableness and analyze data. Make recommendations regarding change and solutions to issues or problems.

• Independently seek out new learning / development opportunities to enhance job performance and skills.

• Participate in internal discussions and feedback sessions around effective best practices for the Strategic Relationship Team.

• Work with Platform Sales Team Management to coordinate the timely & accurate completion & distribution of quarterly reporting packages.

• Relay a positive attitude about department initiatives and stand behind decisions of management.

• Through advanced knowledge / use of PowerPoint and Excel, create and maintain broker/dealer meeting presentation decks, business plan updates, and internal presentations.

• Coordinate the Strategic Relationship Team monthly newsletter.

Event Management

• Work with internal JH Investment Management representatives to plan sales meetings, due diligence meetings, broker/dealer conferences and roadshows.

• Support sponsored broker/dealer conferences to include selection of John Hancock representatives, filing appropriate CE, literature, restaurant recommendations, giveaways, and exhibit booths.

• Support with preparing for and covering all events, meetings, home office trips, and conferences.

• Coordinate logistics for on-site client meetings.

Technology/Analytical

• Ensure daily, weekly and monthly sales reports are accurate and on time.

• Generate / create reports for senior management and other support function teams as requested, responsible for accurate and timely reports and providing executive summaries.

• Responsible for creating, updating, and maintaining conference salesforce campaigns.

• Communicate campaign activity and follow up actions.

• Work closely with the TSS on sales, activity, campaign reporting (Power BI).

• Act as Salesforce admin, completing CRM needs and requests. Encourage and train to understand and utilize the CRM systems.

• Work with Marketing to maintain inventory of marketing literature for home office use using the 4U platform.

• Expertise of the following applications: Salesforce, Seismic, Power BI, 4U, all Office applications.

Required Qualifications:

• Bachelor’s Degree required.

• FINRA licensed or within first 6 months.

• Requires broad knowledge of the organization. Work is of a confidential nature, requiring a broad understanding of the company’s business, policies, and practices.

• Excellent problem-solving and verbal and written communications skills.

• Ability to represent the executive and team to others and to work with other top management.

• Proficiency in MS Office applications – Word, Excel, PowerPoint, Access, and software applications unique to the business; Works with standard spreadsheet, database and word processing software packages. Ability to create and run macro commands to more efficiently utilize software packages is preferred.

• Flexible and adaptable to rapidly changing priorities and the ability to handle confidential information responsibly and appropriately.

• Ability to work with various departments and personalities in a professional and customer focused manner.

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 https://www.manulife.com/en/about/our-story.html.

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 hr@manulife.com.

Referenced Salary Location

Boston, MassachusettsHybrid

Salary range is expected to be between

$53,250.00 USD - $88,750.00 USD

Employees 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 hr@manulife.com 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.)