Investment Operations Associate Jobs in Arizona (NOW HIRING)

The Associate Director - Retirement Investment Consulting (DCIO) is responsible for supporting and executing the distribution of Manulife John Hancock Investments (MJHI) investment strategies on an Investment Only (IO) basis to retirement plans through intermediaries. This role partners closely with Managing Directors and senior sales leadership to drive DCIO sales initiatives, deepen intermediary relationships, and enhance overall coverage effectiveness.
The Associate Director contributes meaningfully to territory strategy, pipeline development, and client engagement while developing the judgment, consultative skills, and investment expertise required for future senior leadership roles within the DCIO organization.

Position Responsibilities:

• Support distribution of Manulife John Hancock Investments (IO) strategies to defined contribution retirement plans through intermediaries, consultants and recordkeepers.

• Partner with Managing Directors to execute territory and intermediary coverage strategies, including pipeline development and opportunity tracking.

• Participate in intermediary and client meetings, delivering investment support, product positioning, and follow up execution.

• Assist in identifying new DCIO business opportunities, platform initiatives, and investment searches.

• Remain abreast of investment portfolio performance and competitive positioning points, with expectations to present opportunistically.

• Develop and maintain strong working knowledge of investment strategies, portfolio positioning, and competitive landscape.

• Coordinate cross functionally with Product, Portfolio Management, Marketing, Compliance, and Operations to support sales execution and client outcomes.

• Maintain CRM activity, pipeline reporting, and sales analytics to support management oversight and territory planning.

• Travel as needed to support client engagements, conferences, and team initiatives.

Required Qualifications:

• Relevant industry experience in the asset management industry, 3+ years minimum preferred

• FINRA Licenses: Securities Industry Essentials, Series 7, Series 63/65/66

• Progress towards professional designations or continuing education a plus (CFA, CIMA, MBA, MSF)

• Relevant experience in a client relations or sales environment

• Understanding of sales and marketing process

• Functional knowledge of capital markets

• Strong interpersonal and presentation skills

• Ability to package and deliver information in a client-friendly manner

• Ability to work independently

• Curiosity and problem-solving ability

• Team demeanor

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 flexible environment where well-being and inclusion are more than just words.

• As part of our global team, we'll support you in shaping the future you want to see.

In addition to a competitive base salary, this role offers meaningful earning potential through a variable compensation structure, including commission and performance-based bonuses, tied to sales incentive plan based on sales performance and business impact.

The role being advertised is an existing vacancy.

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 https://www.manulife.com/en/about/our-story.html.

Manulife 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 pregnancy-related 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 hr@manulife.com.

Referenced Salary Location

Salary range is expected to be between

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.

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.

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.

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