Manulife
Wealth Management
BusinessDevelopmentManager
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Business Development Manager at Manulife. Skills: Business Development, Sales, Wealth Management. Promoting a full range of Wealth Management solutions to Advisors. Providing proactive sales and business building ideas”
Industry & Context.
Ability to be innovative in sales strategies, marketing concepts and product applications
What They're Looking For.
Must Have
Proven track record to persuade and negotiate through consultation and active listening skills, Effective presentation skills and delivery to engage with different audiences, Ability to prioritize and time management skills to schedule time to work on the business, as well as in the business, Proven sales competence, business development and prospecting proficiency, Interest in technological advancements as a way to improve efficiencies and effectiveness, Knowledgeable on the current industry landscape and competitors with an ability to be innovative in sales strategies, marketing concepts and product applications, An expert in Wealth Management solutions and strategies
Nice to Have
College or University degree in a related field is preferred, Prior sales experience in the financial services industry, ideally with familiarity in advisor practice management, Knowledge of Wealth Management products (mutual funds, ETFs, segregated funds) and an understanding of global financial markets, Successful completion of industry related courses such as CSC, IFIC, CFP (or working towards) is preferred
What You'll Do.
Promoting a full range of Wealth Management solutions to Advisors
Providing proactive sales and business building ideas
Aligning Advisor needs with innovative technology
product and service solutions
Driving sales growth within a specified region
Effectively maintaining relationships within a specified region
How You'll Work.
Team & Collaboration
Active participant in a dynamic team consisting of an External Wholesaler and Territory Coordinator
Communication Scope
Effective presentation skills and delivery to engage with different audiences; Persuade and negotiate through consultation and active listening skills
Process & Methodology
Ability to prioritize and time management skills to schedule time to work on the business, as well as in the business
Full Job Description
As a Business Development Manager (BDM), you will be responsible for promoting a full range of Wealth Management solutions to Advisors and industry-leading access to Portfolio Managers and Strategists, providing proactive sales and business building ideas. With a proven understanding of the Advisors’ business, you will be at the forefront of aligning their needs with our innovative technology, product and service solutions. As an active participant in a dynamic team consisting of an External Wholesaler and Territory Coordinator, your main objective will be to drive sales growth and effectively maintain relationships within a specified region. Exceptional knowledge of wealth products, such as Mutual Funds, OM and Alternative Funds, ETFs and Separately Managed Accounts, will be beneficial as you grow your career at Manulife. This role can develop and grow your career, here is how! Sales opportunities at Manulife cover a wide range of geographies, demographics and products. This opportunity offers a long term professional career path with a focus on business development within an established and defined training program into becoming an External Wholesaler. as well as roles in our Banking, Insurance, Marketing, Product Management and Asset Management areas. This role is hybrid with 4 days in the office. **Position Responsibilities:** * Proven track record to persuade and negotiate through consultation and active listening skills * Effective presentation skills and delivery to engage with different audiences * Ability to prioritize and time management skills to schedule time to work on the business, as well as in the business * Proven sales competence, business development and prospecting proficiency * Interest in technological advancements as a way to improve efficiencies and effectiveness * Knowledgeable on the current industry landscape and competitors with an ability to be innovative in sales strategies, marketing concepts and product applications * An expert in Wea
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