Investment Consultant

Manulife

Alternative Investment Business Consultant specializing in private credit and equity for Manulife’s retail and wealth clients. Engaging financial advisors and managing relationships for alternative investment solutions.

Posted 6/12/2026full-timeRemote • California, Illinois, New York • 🇺🇸 United StatesMid-LevelSenior💰 $125,000 - $216,700 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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.

Benefits

Comp & perks

Health insurance
Dental insurance
Mental health benefits
Vision insurance
Short- and long-term disability insurance
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
40 hours of sick time

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

alternative investment managementprivate creditstructured creditreal assetsprivate equityinvestment structuresBDCinterval fundstender offer fundsprivate placements

Soft Skills

communication skillspresentation skillsbusiness development acumenrelationship buildingtime managementdetail-orientedself-motivatedgoal-orientedteam playerflexibility

Certifications

Bachelor's degreeFINRA Series 7FINRA Series 66CAIACFA