Associate Director – Retirement Investment Consulting, DCIO

Manulife

Associate Director driving DCIO sales initiatives for Manulife John Hancock Investments. Enhancing intermediary relationships and executing territory strategies for defined contribution retirement plans.

Posted 4/30/2026full-timeBoston • Arizona, Massachusetts • 🇺🇸 United StatesSenior💰 $45,000 - $75,000 per yearWebsite

About the role

Key responsibilities & impact

Support distribution of Manulife John Hancock Investments (IO) strategies to defined contribution retirement plans through intermediaries, consultants and recordkeepers.
Partner with Managing Directors to execute territory and intermediary coverage strategies, including pipeline development and opportunity tracking.
Participate in intermediary and client meetings, delivering investment support, product positioning, and follow up execution.
Assist in identifying new DCIO business opportunities, platform initiatives, and investment searches.
Remain abreast of investment portfolio performance and competitive positioning points, with expectations to present opportunistically.
Develop and maintain strong working knowledge of investment strategies, portfolio positioning, and competitive landscape.
Coordinate cross functionally with Product, Portfolio Management, Marketing, Compliance, and Operations to support sales execution and client outcomes.
Maintain CRM activity, pipeline reporting, and sales analytics to support management oversight and territory planning.
Travel as needed to support client engagements, conferences, and team initiatives.

Requirements

What you’ll need

Relevant industry experience in the asset management industry, 3+ years minimum preferred
FINRA Licenses: Securities Industry Essentials, Series 7, Series 63/65/66
Progress towards professional designations or continuing education a plus (CFA, CIMA, MBA, MSF)
Relevant experience in a client relations or sales environment
Understanding of sales and marketing process
Functional knowledge of capital markets
Strong interpersonal and presentation skills
Ability to package and deliver information in a client-friendly manner
Ability to work independently
Curiosity and problem-solving ability
Team demeanor

Benefits

Comp & perks

Health insurance
Dental insurance
Mental health coverage
Vision insurance
Short-term and long-term disability insurance
Life and AD&D insurance
Adoption/surrogacy benefits
Wellness programs
Employee/family assistance plans
Retirement savings plans (including pension/401(k) and global share ownership)
Financial education and counseling resources
Up to 11 paid holidays
3 personal days
150 hours of vacation
40 hours of sick time

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Hard Skills & Tools

investment strategiesportfolio managementsales analyticspipeline developmentopportunity trackingclient relationscapital markets

Soft Skills

interpersonal skillspresentation skillsproblem-solvingcuriosityindependenceteamwork

Certifications

Securities Industry EssentialsSeries 7Series 63Series 65Series 66CFACIMAMBAMSF