Alternative Investment Consultant

The Global Alternatives Investments Solutions team 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 credit, structured credit, real asset and private equity funds managed by our private markets team as well as select third party managers. We are seeking candidates for the position of Alternative Investment Business Consultant. A west coast coverage candidate would preferably be based in Los Angeles or San Francisco, and a Midwest candidate would preferably be based in Chicago. The candidates will be critical for the growth of the Alternative Investment Solutions business as subject matter experts and will directly work with financial advisors as well as work closely with our generalist business consultants 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 credit, structured credit, real asset and private equity) with a focus on 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 settings 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 and stakeholders + 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/JHI at conferences, events, and meetings in a professional manner What ideal qualifications, skills & experience would help someone to be successful? + A minimum of 4-6 years of experience in the alternative investment management industry with direct experience in business development or as a specialist working directly with advisors. Prior experience in private credit, structured credit, real assets and/or private equity is required + Knowledge and experience with various investment structures including BDCs, interval funds, tender offer funds, NTRs and private placements + 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 JHIMu2019s 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, detailu2013oriented, 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 + Bacheloru2019s degree, FINRA Series 7 & 66 licenses required, CAIA or CFA preferred. + A focus on growing your career path with us. _When you join our team:_ + Weu2019ll empower you to learn and grow the career you want. + Weu2019ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. + As part of our global team, weu2019ll support you in shaping the future you want to see. The role being advertised is an existing vacancy. Acerca de Manulife y John Hancock Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera mu00e1s fu00e1cil y a vivir mejor. Para obtener mu00e1s informaciu00f3n acerca de nosotros, visite . Manulife es un empleador que ofrece igualdad de oportunidades En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retenciu00f3n de talento, el ascenso y la remuneraciu00f3n, y administramos todas nuestras pru00e1cticas y programas sin discriminaciu00f3n por motivos de raza, ascendencia, lugar de origen, color, origen u00e9tnico, ciudadanu00eda, religiu00f3n o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientaciu00f3n sexual, caracteru00edsticas genu00e9ticas, condiciu00f3n de veterano, identidad de gu00e9nero, expresiu00f3n de gu00e9nero, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente. Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajaru00e1 con los solicitantes que requieran una adaptaciu00f3n razonable durante el proceso de solicitud. Toda la informaciu00f3n que se haya compartido durante el proceso de solicitud de adaptaciu00f3n se almacenaru00e1 y utilizaru00e1 de manera congruente con las leyes y las polu00edticas de Manulife/John Hancock correspondientes. Para solicitar una adaptaciu00f3n razonable en el proceso de solicitud, envu00edenos un mensaje a . Ubicaciu00f3n principal Chicago, Illinois Modalidades de Trabajo Remoto Se prevu00e9 que el rango salarial estu00e9 entre $125,000.00 USD - $216,700.00 USD Los empleados tambiu00e9n tienen la oportunidad de participar en programas de incentivos y recibir una compensaciu00f3n vinculada al rendimiento empresarial e individual. El salario real variaru00e1 segu00fan las condiciones del mercado local, la geografu00eda y factores relacionados con el puesto como conocimientos, habilidades, requerimientos, experiencia y educaciu00f3n/formaciu00f3n. Si solicitas este puesto fuera de tu ubicaciu00f3n principal, por favor escru00edbenos a para conocer el rango salarial correspondiente a tu ubicaciu00f3n. Manulife/John Hancock ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontolu00f3gicos, de salud mental, oftalmolu00f3gicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopciu00f3n/subrogaciu00f3n y bienestar, y planes de asistencia al empleado/familiar. Tambiu00e9n ofrecemos a los empleados admisibles varios planes de ahorro para la jubilaciu00f3n (incluidos planes de ahorro 401(k) o de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educaciu00f3n financiera. Nuestro generoso programa de du00edas libres pagos en EE. UU. contempla hasta 11 du00edas festivos, 3 du00edas personales, 150 horas de vacaciones y 40 horas de licencia por enfermedad (o mu00e1s cuando lo exija la ley) por au00f1o, y ofrecemos todos los tipos de licencias contempladas por la ley. 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 (. Conozca sus derechos ( Permiso Familiar y Mu00e9dico Ley de Protecciu00f3n del Empleado contra el Examen Poligru00e1fico ( Derecho al Trabajo Verificaciu00f3n Electru00f3nica (E- Verify ) Transparencia Salarial (English_formattedESQA508c.pdf) Company: John Hancock Life Insurance Company (U.S.A.)

Created: 2026-04-04