[Remote] Managing Director, Consultant Relations
Note: The job is a remote job and is open to candidates in USA. Manulife Investment Management is the global wealth and asset management segment of Manulife Financial Corporation, and they are seeking a Consultant Relations Managing Director to lead coverage of institutional investment consultants across the Central U.S. This role is responsible for building relationships with consulting firms, driving ratings and recommendations, and supporting institutional distribution across various market strategies.
Responsibilities
- Develop and execute a Central consultant coverage strategy aligned with firm priorities, focusing on ratings, buy-list placements, and pipeline conversion
- Own relationships with key consulting firms and field consultants; schedule and lead meetings, briefings, education sessions, and due diligence
- Coordinate RFP/RFI responses, data requests, and due-diligence questionnaires in partnership with Consultant Relations (CR), Product, RFP, Marketing, and Portfolio Management teams
- Deliver compelling consultant-facing materials (presentations, strategy updates, investment thesis, performance context) with strict adherence to compliance
- Manage rating processes and timelines; track status, feedback, and outcomes in CRM; ensure follow-ups and action plans are executed
- Serve as a subject-matter liaison between consultants and investment teams; facilitate access to PMs/analysts and organize onsite/virtual diligence
- Monitor market trends and consultant research agendas; provide feedback to Product and Distribution on competitive positioning and product gaps
- Report activity, pipeline, and outcomes via CRM dashboards; maintain accurate contact maps across firm and field consultants
- Support national consultant initiatives and conferences; represent Manulife IM at industry events in the region
- Uphold Manulife IM’s values, risk management standards, and compliance requirements
Skills
- Proven experience (7-10 years) covering institutional consultants in the Central region
- Strong relationships across Central consultant firms (e.g., Chicago-centric firms and regional offices) and familiarity with national platforms
- Solid understanding of institutional products and vehicles: fixed income, equities, multi-asset, alternatives/private markets; OCIO and delegated solutions
- Excellent communication and presentation skills; able to translate complex investment concepts for consultant audiences
- Project management discipline with the ability to prioritize, meet deadlines, and coordinate cross-functional teams
- Proficiency with CRM (Salesforce or equivalent), and data/reporting tools
- Bachelor's degree required; CFA/CAIA or progress toward a designation is a plus
Benefits
- Incentive compensation tied to business and individual performance
- Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage
- Adoption/surrogacy and wellness benefits
- Employee/family assistance plans
- Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
- Financial education and counseling resources
- 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
- Full range of statutory leaves of absence
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