- Acts as the subject matter expert across all alternative investment and private market assets classes (private equity, private credit, real assets) with a focus of 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 setting 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
- 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/JHIM at conferences, events, and meetings in a professional manner
- A minimum of 7-10 years of experience in the investment management industry within business development, with at least 5 years of Alternative Investments experience. Prior experience in private credit, real assets and/or private equity is required
- Knowledge and experience with various investment structures including private placements, tender offer funds, interval funds, NTRs, BDCs
- 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, CAIA required, CFA preferred.
- Proficient in Microsoft Excel, Powerpoint, Salesforce, Y-Charts, Video Conferencing Platforms
- Values-first culture
-
Alternative investment specialist
3 weeks ago
Société Financière Manuvie Toronto, ON, Canada $123,400 - $229,300Nous sommes un fournisseur de services financiers qui s'emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives environnementales à nos investissements dans la collectivité, nous montrons la voie ...
-
Alternative investment specialist
2 weeks ago
Société Financière Manuvie Old Toronto, CanadaNous sommes un fournisseur de services financiers qui s'emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives environnementales à nos investissements dans la collectivité, nous montrons la voie ...
-
Investment Specialist
3 weeks ago
Scotiabank Toronto, CanadaJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · As an Investment Specialist , you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As ...
-
Alternative Investment Specialist
1 week ago
Manulife Insurance Malaysia Old Toronto, CanadaAlternative Investment Specialist page is loaded · Alternative Investment Specialist · Apply locations Toronto, Ontario time type Full time posted on Posted Yesterday job requisition id JR We are a leading financial services provider committed to making decisions easier and liv ...
-
Alternative Investment Specialist
3 weeks ago
Manulife Toronto, Canada Full timeJob Description · Manulife Investment Management Manulife Investment Management is the brand for the global wealth and asset management segment of Manulife Financial Corporation. Our mission is to make decisions easier and lives better by empowering investors for a better tomorr ...
-
Alternative Investment Specialist
1 week ago
Manulife Insurance Malaysia Toronto, ON, CanadaAlternative Investment Specialist page is loaded · Alternative Investment Specialist · Apply locations Toronto, Ontario time type Full time posted on Posted Yesterday job requisition id JR We are a leading financial services provider committed to making decisions easier and li ...
-
Financial Planner, Investment Specialist
3 weeks ago
Scotiabank Toronto, Canada Full timeRequisition ID: 199684 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the m ...
-
Managing Director, Investment Specialists
1 week ago
BMO Toronto, Canada Full timeJob Description · BMO Global Asset Management is assembling a team of Investment Specialists, each of whom will be closely associated with one or more investment teams (which may be internal or employed by subadvisors). Each Investment Specialist is responsible for: · understand ...
-
Managing Director, Investment Specialists
1 week ago
BMO Toronto, CanadaApplication Deadline: · 06/23/2024 · Address: · 100 King Street West · Job Family Group: · Customer Solutions · Job Description · BMO Global Asset Management is assembling a team of Investment Specialists, each of whom will be closely associated with one or more investment team ...
-
Financial Planner, Investment Specialist
3 weeks ago
Scotiabank Toronto, CanadaRequisition ID: 197385 · Join the Global Community of Scotiabankers to help customers become better off. · As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As ...
-
Investment Specialist
3 weeks ago
Scotiabank Toronto, ON, CanadaFinancial Planner, Investment Specialist - Downtown Toronto Financial Planner, Investment Specialist - Downtown Toronto · As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass aff ...
-
Investment Specialist
3 weeks ago
Scotiabank Ontario, CanadaPress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: · Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. · As an Investment Specialist , you will ...
-
Investment Controls Specialist
3 weeks ago
People Corporation Toronto, ON, CanadaAt People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. We are seeking an Investment Analyst to join our National Investment Team in support of our Group Retirement S ...
-
Investment Specialist
3 weeks ago
Scotiabank Ontario, CanadaJoin the Global Community of Scotiabankers to help customers become better off. · As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneu ...
-
Investment Specialist
3 weeks ago
TD Bank Toronto, Canada**TD Description** · Stay current and competitive. Carve out a career for yourself. Grow with us. · **Department Overview** · - At TD Canada Trust, our reputation as a global banking leader comes from the trust and loyalty we earn from serving our more than 11 million customers n ...
-
Investment Specialist
3 weeks ago
TD Bank Toronto, Canada410383BR · Sales & Business Development · Toronto, ON · May 25, 2023 · Company Overview · Department Overview · At TD Canada Trust, our reputation as a global banking leader comes from the trust and loyalty we earn from serving our more than 11 million customers nationally. As a ...
-
Investment Specialist
4 weeks ago
BMO Financial Group Toronto, Canada437 Spadina Road Toronto Ontario,M5P 2W3 · Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retir ...
-
Financial Planner/Investment Specialist
4 days ago
Scotiabank Toronto, ON, CanadaPress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: · Financial Planner, Investment Specialist - Midtown Toronto · As an Investment Specialist , you will focus on developing and deepening client relationships by providing high quality advic ...
-
Managing Director, Investment Specialists
5 days ago
Bank of Montreal Toronto, CanadaManaging Director, Investment Specialists - BMO Global Asset Management page is loaded · Managing Director, Investment Specialists - BMO Global Asset Management · Apply locations Toronto, ON, CAN time type Full time posted on Posted 5 Days Ago job requisition id R Application D ...
-
Managing Director, Investment Specialists
5 days ago
Bank of Montreal Toronto, ON, CanadaManaging Director, Investment Specialists - BMO Global Asset Management page is loaded · Managing Director, Investment Specialists - BMO Global Asset Management · Apply locations Toronto, ON, CAN time type Full time posted on Posted 5 Days Ago job requisition id R Application ...
Alternative Investment Specialist - Old Toronto, Canada - Manulife
Description
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.Working Arrangement
Hybrid
Job Description
Manulife Investment Management Manulife Investment Management is the brand for the global wealth and asset management segment of Manulife Financial Corporation. Our mission is to make decisions easier and lives better by empowering investors for a better tomorrow. Serving more than 17 million individuals, institutions, and retirement plan members, we believe our global reach, complementary businesses, and the strength of our parent company position us to help investors capitalize on today's emerging global trends. We provide our clients access to public and private investment solutions across equities, fixed income, multi-asset, alternative, and sustainability-linked strategies, such as natural capital, to help them make more informed financial decisions and achieve their investment objectives. Not all offerings are available in all jurisdictions. For additional information, please visit
Alternative investment solutions 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 equity, private credit and real asset funds managed by our private markets team as well as select third party managers.
The Global Retail team is seeking candidates for the position of Director: Alternative Investment Specialist. The candidate, based in Toronto, will be critical to the growth of the Alternative Investment solutions business as subject matter expert and will work directly with our business consultant to deliver solutions to financial advisors and their clients.
What are the responsibilities of an Alternative Investments Specialist?
We create opportunities to learn and grow at every stage of your career. * Continuous innovation
We invite you to help redefine the future of financial services. * Delivering the promise of Diversity, Equity and Inclusion
We foster an inclusive workplace where everyone thrives. * Championing Corporate Citizenship
We build a business that benefits all stakeholders and has a positive social and environmental impact.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges, and under '945' in Hong Kong.
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 .
Salary & Benefits
The annual base salary for this role is listed below.
Primary Location Toronto, Ontario
Salary range is expected to be between $123,400.00 CAD - $229,300.00 CAD
If you are applying for this role outside of the primary location, please contact for the salary range for your location. 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. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
Manulife 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 and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact for more information about U.S.-specific paid time off provisions.
#J-18808-Ljbffr
