The ETF & Model Portfolio Specialist is a client-facing, business development role responsible for driving ETF and model portfolio adoption across financial advisors, platforms, and intermediary channels. This individual partners closely with Business Consultants and internal stakeholders to expand advisor engagement, grow assets under management (AUM), and position Manulife John Hancock Investments as a leader in ETF and model portfolio solutions.
Position Responsibilities:
Business Development & Distribution
Own territory-level ETF and model portfolio business development, including pipeline creation, advisor acquisition, and AUM growth.
Drive distribution across broker-dealers, RIAs, and strategic platforms, with a focus on expanding advisor adoption and wallet share.
Manage territory to hit annual ETF and Model Portfolio sales goals.
Client Engagement & Portfolio Expertise
Serve as a subject matter expert on ETF and model portfolio solutions, including portfolio construction, implementation, and positioning
Help advisors integrate ETFs and model portfolios into client portfolios, including asset allocation, blending, and use-case discussions
Deliver timely market insights, product updates, and practice management ideas to support advisor growth
Internal Partnership & Enablement
Partner closely with Business Consultants to drive coordinated territory coverage and sales outcomes
Deliver training and ongoing education to internal teams on ETF and model portfolio capabilities and positioning
Provide field feedback to product, marketing, and investment teams to enhance product development and go-to-market strategy
Data-Driven Execution
Utilize CRM and analytics tools to manage sales pipeline, prioritize opportunities, and measure effectiveness
Monitor and report on key performance indicators, including AUM growth, advisor penetration, and activity metrics
Leverage digital tools and virtual engagement strategies to increase scale and efficiency
Market Presence
Represent John Hancock Investment Management at conferences, client events, and training sessions
Maintain a consistent and credible presence in the ETF and model portfolio marketplace
Required Qualifications:
Bachelor’s degree or equivalent experience required
Minimum 3–5 years of asset management wholesaling or related distribution experience
Series 7 and 66 (or 63/65) required
CFA or CIMA designation preferred
Strong understanding of ETF structure, trading dynamics, and portfolio applications preferred
Excellent communication and presentation skills (in-person and virtual)
Proven ability to manage a territory, prioritize effectively, and drive business results
Proficiency with CRM and sales enablement tools (e.g., Salesforce) preferred
Established presence in the local market preferred
When you join our team:
We’ll empower you to learn and grow the career you want.
We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, we’ll support you in shaping the future you want to see.
The role being advertised is an existing vacancy.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit .
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 .
Referenced Salary Location
USA, Massachusetts - Full Time RemoteWorking Arrangement
RemoteSalary range is expected to be between
$125,000.00 USD - $216,700.00 USDEmployees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. 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. If you are applying for this role outside of the primary location, please contact for the salary range for your location.
Manulife/John Hancock 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/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.
Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify
Company: John Hancock Life Insurance Company (U.S.A.)
Manulife is a diversified financial services company offering comprehensive wealth management, banking, insurance, and asset management solutions. The company serves advisors, high-net-worth individuals, and plan members across Canada through multiple business units including Manulife Bank's Concierge Banking, specialized lending services, and disability management programs. Manulife provides a range of products including segregated funds, annuities, mortgages, Manulife One accounts, and group benefits administration. The company is committed to delivering client-centric financial solutions with a focus on innovation, personalized service, and supporting clients through various life circumstances including wealth management, private banking, and disability recovery.
