Alternative Investment Consultant

The Global Alternatives Investments Solutions team is a growing part of the MIM value proposition to retail and wealth management clients.  Our solutions are comprised of traditional illiquid and select semi liquid solutions across private credit, structured credit, real asset and private equity funds managed by our private markets team as well as select third party managers.

We are seeking candidates for the position of Alternative Investment Business Consultant.  A west coast coverage candidate would preferably be based in Los Angeles or San Francisco, and a Midwest candidate would preferably be based in Chicago. The candidates will be critical for the growth of the Alternative Investment Solutions business as subject matter experts and will directly work with financial advisors as well as work closely with our generalist business consultants to deliver solutions to financial advisors and their clients.

What are the responsibilities of an Alternative Investments Specialist?

• 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

What ideal qualifications, skills & experience would help someone to be successful?

• 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. 

• A focus on growing your career path with us.

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 [email protected].

Referenced Salary Location

Salary range is expected to be between

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 [email protected] 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