[Remote] Alternative Investment Consultant
Note: The job is a remote job and is open to candidates in USA. Manulife is a leading international financial services provider, and they are seeking an Alternative Investment Consultant to join their Global Alternatives Investments Solutions team. This role involves acting as a subject matter expert in alternative investments, engaging with financial advisors, and driving the growth of the Alternative Investment Solutions business.ResponsibilitiesActs 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 channelEngage 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 solutionsAbility to deliver and convey complex investment solutions to advisors in manner that makes them understandable and relatable in both small settings or in larger groupsManages a large territory and works closely with all levels of the sales organizationDiscusses portfolio allocation guidance, suitability, structuring and liquidity considerations for implementation into advisor portfoliosPartners with key account managers and platform due diligence team to drive product placements, recommended list placements and allocations in model portfolios, as applicableWorks with Training & Development to build an alternatives education platform for both internal sales professionals and external advisor clientsCollaborates with various Investment, Strategy and Marketing teams to build content, collateral, and brand awareness campaignsSupports strategic initiatives and projects on behalf of Alternatives Product TeamCultivates an understanding of the Alternatives ecosystem through ongoing interactions with internal and external clients and stakeholdersCoordinates and collaborates with other Investment Specialists, as appropriateEngages in meeting preparation, prioritizing relevant information, and advising on presentation content and product positioningProduces expected sales results and activity levels as defined by managerMaintains an accurate and current log of all activities and opportunities in Salesforce CRMRepresents MIM/JHI at conferences, events, and meetings in a professional mannerSkillsA 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 requiredKnowledge and experience with various investment structures including BDCs, interval funds, tender offer funds, NTRs and private placementsExperience 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 offeringsStrong knowledge of the operational functions for the private market subscription process including platforms like iCapital, CAIS, +SUBSCRIBE and othersStrong business development acumen; relationships with Alternatives stakeholders at key broker-dealer firms a plusExceptional communication skills; ability to effectively articulate complex topics internally and externally. Presents effectively in 1:1 meetings and large groupsHighly proficient in the capital markets and positioning alternatives as a portfolio allocationSelf-motivated, energetic, goal-oriented, organized with exceptional time management skillsDetail-oriented and highly motivatedHigh degree of integrity with team player mentalityStrong work ethic, professional disposition, detail–oriented, passion for investmentsAbility to build relationships and influence people at all levels and functions of an organizationFlexibility and willingness to travel 50% of the timeBachelor's degree, FINRA Series 7 & 66 licenses requiredCAIA or CFA preferredA focus on growing your career path with usBenefitsEmployees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.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.Company OverviewManulife is a leading international financial services group that helps people make their decisions easier and lives better. It was founded in 1887, and is headquartered in Toronto, Ontario, CAN, with a workforce of 10001+ employees. Its website is http://www.manulife.com/.