Strategic Relationship Coordinator
Strategic Relationship Coordinator
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Job Description
The Opportunity:
Business Development Responsibilities:
Manage projects as assigned by the Strategic Relationship TEAM and ensure the accurate and timely completion of tasks. Projects assigned may include research correspondence or other work of the department. Independently gather information test for reasonableness and analyze data. Make recommendations regarding change and solutions to issues or problems.
Independently seek out new learning / development opportunities to enhance job performance and skills.
Participate in internal discussions and feedback sessions around effective best practices for the Strategic Relationship TEAM.
Work with Platform Sales Team Management to coordinate the timely & accurate completion & distribution of quarterly reporting packages.
Relay a positive attitude about department initiatives and stand behind decisions of management.
Through advanced knowledge / use of PowerPoint and Excel create and maintain broker/dealer meeting presentation decks business plan updates and internal presentations.
Coordinate the Strategic Relationship TEAM monthly newsletter.
Event Management Responsibilities:
Work with internal JH Investment Management representatives to plan sales meetings due diligence meetings broker/dealer conferences and roadshows.
Support sponsored broker/dealer conferences to include selection of John Hancock representatives filing appropriate CE literature restaurant recommendations giveaways and exhibit booths.
Support with preparing for and covering all events meetings home office trips and conferences.
Coordinate logistics for onsite client meetings.
Technology/Analytical Responsibilities:
Ensure daily weekly and monthly sales reports are accurate and on time.
Generate / create reports for senior management and other support function teams as requested responsible for accurate and timely reports and providing executive summaries.
Responsible for creating updating and maintaining conference salesforce campaigns.
Communicate campaign activity and follow up actions.
Work closely with the TSS on sales activity campaign reporting (Power BI).
Act as Salesforce admin completing CRM needs and requests. Encourage and train to understand and utilize the CRM systems.
Work with Marketing to maintain inventory of marketing literature for home office use using the 4U platform.
Expertise of the following applications: Salesforce Seismic Power BI 4U all Office applications.
Recommended Experience / Skills:
Bachelors Degree required.
Requires broad knowledge of the organization. Work is of a confidential nature requiring a broad understanding of the companys business policies and practices.
Excellent problemsolving and verbal and written communications skills.
Ability to represent the executive and team to others and to work with other top management.
Proficiency in MS Office applications Word Excel PowerPoint Access and software applications unique to the business; Works with standard spreadsheet database and word processing software packages. Ability to create and run macro commands to more efficiently utilize software packages is preferred.
Flexible and adaptable to rapidly changing priorities and the ability to handle confidential information responsibly and appropriately.
Ability to work with various departments and personalities in a professional and customer focused manner.
When you join our team:
Well empower you to learn and grow the career you want.
Well recognize and support you in a flexible environment where wellbeing and inclusion are more than just words.
As part of our global team well support you in shaping the future you want to see.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider helping people make their decisions easier and lives better. To learn more about us visit is an Equal Opportunity Employer
At Manulife/John Hancock we embrace our diversity. We strive to attract develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment retention advancement and compensation and we administer all of our practices and programs without discrimination on the basis of race ancestry place of origin colour ethnic origin citizenship religion or religious beliefs creed sex (including pregnancy and pregnancyrelated conditions) sexual orientation genetic characteristics veteran status gender identity gender expression age marital status family status disability or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process contact .
Primary Location
Boston MassachusettsWorking Arrangement
Salary range is expected to be between
$45150.00 USD $75250.00 USDIf you are applying for this role outside of the primary location please contact for the salary range for your location. The actual salary will vary depending on local market conditions geography and relevant jobrelated factors such as knowledge skills qualifications experience and education/training. Employees 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 longterm 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.
Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I EVerify I Pay Transparency
Company: John Hancock Life Insurance Company (U.S.A.Required Experience:
IC
Employment Type
Full-Time
