National Account Manager

Description:

Responsibilities:

• Collaborate with Wirehouse, Regional, Financial Institutions, Planner and RIA channels on sales and service strategies; build and secure relationships with top-tier firms; partner with executives, research analysts, product managers, marketing officers and event organizers to increase awareness of John Hancock Investment Management and help drive sales. 

• Develop and maintain relationships with key home office personnel to communicate sales, marketing and product updates, troubleshooting capabilities and effectively implement the overall sales strategy.

• Partner with marketing, product and sales to position and secure all John Hancock Investment Management offerings on firms’ platforms; assess and analyze product placements for sales opportunities.

• Guide internal marketing and product development teams in strategizing and executing national and regional sales campaigns; spearhead major events to increase brand recognition and attract additional revenue; deliver presentations to financial advisors continually and effectively.

• Share National Accounts’ initiatives with Senior Sales Management, Business Consultants and Internal Sales Desk; help position strategies, target product messaging and customize value-add programs to focus firms’ initiatives.

• Liaison between broker/dealer, Sales Management Team, Business Consultants and Internal Sales Desks to provide information pertaining to firm focuses, events and initiatives and identify sales opportunities.

• Actively track and monitor sales trends and identify sales opportunities within designated broker/dealer firms.

• Organize, monitor participation and coordinate pre/post meeting follow-up for appropriate broker/dealer sponsored meetings.

• Coordinate home office sales visits and annual reviews involving Sales Management and National Accounts teams.

• Coordinate back-office strategy for designated broker/dealer firms to constantly improve service and while meeting the broker/dealers operational requirements.

• Manage and attend industry conferences and broker dealer firm meetings.

• Support reporting and analysis of data for the National Accounts team.

Qualifications/skills needed:

• Experience selling into wealth management channels (Wirehouse, Independents, Banks, RIAs) .

• Knowledge of current and historical developments in the National Accounts space and the evolution of products to provide appropriate positioning of JHIM’s offerings.

• Solid understanding of the operational functions of the Broker/Dealer and RIA industry and platforms.

• Strong business development acumen; relationships with National Accounts collaborators at key broker-dealer firms a plus.

• Exceptional communication skills; ability to effectively articulate sophisticated topics internally and externally. Presents optimally in 1:1 meetings and large groups.

• Highly proficient in the capital markets.

• Self-motivated, energetic, goal-oriented, organized with exceptional time management skills.

• Meticulous and highly motivated.

• High degree of integrity with team player mentality.

• Strong work ethic, professional disposition, 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 license required.

• Proficient in Microsoft Excel, Powerpoint, Salesforce, Seismic, Video Conferencing Platforms.