Business Development Associate

Posted 14 May 2024

Business Development Associate at Manulife

Sales & Trading Full-time Vancouver

Experience: Entry-Level
Education Required: Post-secondary education
Canadian Securities Course (CSC) or IFIC course is considered an asset
Experience in Mutual Fund business or brokerage/financial planning industry is an asset
Salary Range: Not Specified

Close date: 16 June 2024

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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.

Position Description

The sales team is looking for an energetic, motivated and focused team member. If you want to be part of a team that is at the center of sales activities, that constantly challenges you, and that provides an opportunity to make an impact for our clients, then this role is for you!

As part of the Manulife Investment Management team, the Business Development Associate is one of the members of a wholesaling team that consists of a District Vice President and Business Development Manager.

Your mandate will be to partner with the sales teams in achieving a sales target. To do this, you will be required to develop a thorough understanding of the sales needs of each of your territories, participate in business development initiatives, and work directly with advisors.

You are an effective communicator, well organized and demonstrate the ability to collaborate. You also take initiative, are a problem solver and are results- and team-oriented. You will be required to occasionally travel for training, meetings, and the execution of territory events.

A basic knowledge of retail wealth products, such as mutual funds, segregated funds and ETFs will be beneficial to grow your career at Manulife Investment Management.

You'll do things like:

  • Build and maintain relationships with advisors and key internal Manulife partners
  • Provide input for the development and execution of the annual territory business plan
  • Assist in the preparation of reports and fund proposals for internal partners and investment advisors
  • Coordinating and participating in corporate and social events with industry professionals
  • Act as the main point of contact with internal and external partners
  • Schedule and confirm meetings for the District Vice President
  • Manage territory budgets
  • Facilitate weekly team meetings
  • Spearhead process for requesting Portfolio Manager access in the field
  • Plan and implement events right from the beginning planning stages, to the agenda to everything in between
  • Use mass email tool to manage email territory distribution lists, implement e-marketing campaigns and run tracking reports to analyze campaign success
  • Provide guidance to sales teams regarding internal Manulife policies and industry regulations governing sales practices

Required Skill / Experience

  • Balance multiple priorities while maintaining a high level of accuracy and attention to detail
  • Are flexible and adaptable when dealing with changing priorities and tight deadlines
  • Excellent problem-solving and analytical skills
  • Investigate problems without supervision
  • Learn quickly and are a self-starter who takes initiative and thrives in a fast-paced work environment
  • Demonstrate tact and professionalism while mitigating risk
  • Demonstrate strong PC skills with experience using Microsoft Office, especially Word and Excel; ability to learn new technologies quickly
  • Are experienced with Salesforce and SAP Concur

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