Company
Financial Services
ExternalWholesaler
Neural analysis suggests this role is
optimal for Mid candidates.
“External Wholesaler. Skills: Asset management, Sales approach, Client relationships. Distribute comprehensive product lineup. Build and strengthen client relationships”
Industry & Context.
Travel and entertainment spend optimization
What They're Looking For.
Must Have
3–5+ years asset management wholesaling experience, Series 7 and 63 or 66 licenses
Nice to Have
Bachelor's degree or equivalent experience, CFA or CIMA designation, Established relationships within local market
What You'll Do.
Distribute comprehensive product lineup
Build and strengthen client relationships
Deliver timely product insights
Deliver capital markets perspective
Deliver practice management support
Provide exceptional service
Execute disciplined sales approach
Generate new business
Represent John Hancock
Partner with internal stakeholders
Manage territory effectively
Leverage available resources
Optimize travel spend
How You'll Work.
Team & Collaboration
Internal Wholesaler; Home office teams; Product specialists; Portfolio consultants
Communication Scope
Presentation skills
Full Job Description
Manulife John Hancock Investments, a division of Manulife Financial, is a premier global provider of asset management and investment solutions. We are seeking an External Wholesaler to drive sales by deepening relationships with existing clients and developing new business across the full suite of JHIM products. This role provides coverage of financial advisors across multiple channels and offers significant growth potential for the right candidate. **Position Responsibilities:** * Distribute a comprehensive product lineup, including Mutual Funds, ETFs, 529 plans, UCITS, SMAs, DCIO, and Private Placement offerings * Build and strengthen client relationships by delivering timely product insights, capital markets perspective, and practice management support—while providing exceptional service * Execute a disciplined, high-activity sales approach across in-person meetings, virtual meetings, calls, and proactive follow-up * Generate new business through targeted prospecting and pipeline development * Represent John Hancock Investment Management at conferences, seminars, and sales meetings (both in-person and virtual) * Partner closely with internal stakeholders, including your assigned Internal Wholesaler and home office teams * Effectively manage the territory by leveraging available resources (product specialists, portfolio consultants) and optimizing travel and entertainment spend **Required Qualifications:** * Bachelor’s degree or equivalent experience preferred * 3–5+ years of asset management wholesaling experience required * Series 7 and 63 or 66 licenses required * CFA or CIMA designation preferred * Strong communication and presentation skills—both in-person and virtual * Proven time management, organizational, and technology skills * Established relationships within the local market preferred **Territory** : Greater Seattle & Alaska **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 fle
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