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Type of Role: Investments

Experience Level: VP/Principal/Director

Location: Boston, Massachusetts

Salary: $204K - $334K

John Hancock is a unit of Manulife Financial Corporation, a leading international financial services group that helps people make their decisions easier and lives better. We operate primarily as John Hancock in the United States, and Manulife globally, including Canada, Asia and Europe. We provide financial advice, insurance and wealth and asset management solutions for individuals, groups and institutions. Assets under management and administration by Manulife and its subsidiaries were CAD$1.3 trillion (US$1.1 trillion) as of June 30, 2021. Manulife Financial Corporation trades as MFC on the TSX, NYSE, and PSE, and under 945 on the SEHK. Manulife can be found at

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 Boston, 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?

  • 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

What ideal qualifications, skills & experience would help someone to be successful?

  • 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, FINRA Series 7 & 66 licenses required, CAIA required, CFA preferred.
  • Proficient in Microsoft Excel, Powerpoint, Salesforce, Y-Charts, Video Conferencing Platforms
  • A focus on growing your career path with us.

Our commitment to you

  • Values-first culture
    We lead with our Values every day and bring them to life together.
  • Boundless opportunity
    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.