ZipRecruiter

Log In

1

Investment Suitability Review Jobs (NOW HIRING)

Manulife

Suitability Review Specialist

Austin, TX · Remote

$73K - $122K/yr

The Suitability Review Specialist is responsible for reviewing new business submissions and ... Knowledge of financial planning concepts, retirement planning strategies, and client investment ...

Manulife

$73K - $122K/yr

The Suitability Review Specialist is responsible for reviewing new business submissions and ... Knowledge of financial planning concepts, retirement planning strategies, and client investment ...

Manulife

Suitability Review Specialist

Alabama, NY · Remote

$73K - $122K/yr

The Suitability Review Specialist is responsible for reviewing new business submissions and ... Knowledge of financial planning concepts, retirement planning strategies, and client investment ...

Manulife

$73K - $122K/yr

The Suitability Review Specialist is responsible for reviewing new business submissions and ... Knowledge of financial planning concepts, retirement planning strategies, and client investment ...

Manulife

$73K - $122K/yr

The Suitability Review Specialist is responsible for reviewing new business submissions and ... Knowledge of financial planning concepts, retirement planning strategies, and client investment ...

Manulife

$73K - $122K/yr

The Suitability Review Specialist is responsible for reviewing new business submissions and ... Knowledge of financial planning concepts, retirement planning strategies, and client investment ...

Manulife

Suitability Review Specialist

Kansas, OK · Remote

$73K - $122K/yr

The Suitability Review Specialist is responsible for reviewing new business submissions and ... Knowledge of financial planning concepts, retirement planning strategies, and client investment ...

Manulife

$73K - $122K/yr

The Suitability Review Specialist is responsible for reviewing new business submissions and ... Knowledge of financial planning concepts, retirement planning strategies, and client investment ...

Manulife

Suitability Review Specialist

Florida, NY · Remote

$73K - $122K/yr

The Suitability Review Specialist is responsible for reviewing new business submissions and ... Knowledge of financial planning concepts, retirement planning strategies, and client investment ...

Manulife

Suitability Review Specialist

Tennessee, IL · Remote

$73K - $122K/yr

The Suitability Review Specialist is responsible for reviewing new business submissions and ... Knowledge of financial planning concepts, retirement planning strategies, and client investment ...

Manulife

Suitability Review Specialist

Miami Beach, FL · Remote

$73K - $122K/yr

The Suitability Review Specialist is responsible for reviewing new business submissions and ... Knowledge of financial planning concepts, retirement planning strategies, and client investment ...

Manulife

$73K - $122K/yr

The Suitability Review Specialist is responsible for reviewing new business submissions and ... Knowledge of financial planning concepts, retirement planning strategies, and client investment ...

Manulife

$73K - $122K/yr

The Suitability Review Specialist is responsible for reviewing new business submissions and ... Knowledge of financial planning concepts, retirement planning strategies, and client investment ...

Manulife

Suitability Review Specialist

New Hampshire, OH · Remote

$73K - $122K/yr

The Suitability Review Specialist is responsible for reviewing new business submissions and ... Knowledge of financial planning concepts, retirement planning strategies, and client investment ...

Manulife

Suitability Review Specialist

Louisiana, MO · Remote

$73K - $122K/yr

The Suitability Review Specialist is responsible for reviewing new business submissions and ... Knowledge of financial planning concepts, retirement planning strategies, and client investment ...

Manulife

$73K - $122K/yr

The Suitability Review Specialist is responsible for reviewing new business submissions and ... Knowledge of financial planning concepts, retirement planning strategies, and client investment ...

Manulife

$73K - $122K/yr

The Suitability Review Specialist is responsible for reviewing new business submissions and ... Knowledge of financial planning concepts, retirement planning strategies, and client investment ...

Manulife

Suitability Review Specialist

Nevada, IA · Remote

$73K - $122K/yr

The Suitability Review Specialist is responsible for reviewing new business submissions and ... Knowledge of financial planning concepts, retirement planning strategies, and client investment ...

Manulife

Suitability Review Specialist

Wyoming, MI · Remote

$73K - $122K/yr

The Suitability Review Specialist is responsible for reviewing new business submissions and ... Knowledge of financial planning concepts, retirement planning strategies, and client investment ...

Manulife

Suitability Review Specialist

Time, IL · Remote

$73K - $122K/yr

The Suitability Review Specialist is responsible for reviewing new business submissions and ... Knowledge of financial planning concepts, retirement planning strategies, and client investment ...

next page

Showing results 1-20

All JobsFinance and Insurance JobsInvestment Suitability Review Jobs

Investment Suitability Review information

See salary details

$40K

$158.8K

$222K

How much do investment suitability review jobs pay per year?

As of Aug 17, 2026, the average yearly pay for investment suitability review in the United States is $158,828.00, according to ZipRecruiter salary data. Most workers in this role earn between $121,500.00 and $195,000.00 per year, depending on experience, location, and employer.

What is an investment suitability review?

An Investment Suitability Review job involves assessing whether financial products align with a client's risk tolerance, financial goals, and regulatory requirements. Professionals in this role analyze investment portfolios, review client profiles, and ensure compliance with industry standards. They work closely with financial advisors and compliance teams to mitigate risks and protect both clients and firms. Strong analytical skills, attention to detail, and knowledge of financial regulations are essential for success in this role.

What are the typical daily responsibilities of someone working in investment suitability review?

Professionals in Investment Suitability Review spend their days analyzing client investment profiles, assessing proposed recommendations for compliance with both internal policies and regulatory requirements, and documenting their findings. They frequently collaborate with financial advisors and compliance teams to resolve any issues or discrepancies in client portfolios. Daily tasks also include staying updated with regulatory changes and conducting periodic reviews of existing client accounts. This role is critical for ensuring clients are matched with appropriate investment strategies and helping firms maintain regulatory compliance.

What are the key skills and qualifications needed to thrive in investment suitability review?

To thrive in Investment Suitability Review, you need strong analytical skills, knowledge of investment products and regulatory standards, and a relevant degree in finance, economics, or a related field. Familiarity with financial analysis tools, portfolio management systems, and certifications like FINRA Series 7 or CFA are often preferred. Attention to detail, sound judgment, and effective communication are vital soft skills for reviewing client profiles and collaborating with advisors. These skills ensure investment recommendations are compliant, client-focused, and help mitigate risk for both clients and the organization.

More about Investment Suitability Review jobs

What are the most commonly searched types of Investment Suitability Review jobs?

The most popular types of Investment Suitability Review jobs are:

What states have the most Investment Suitability Review jobs?

States with the most job openings for Investment Suitability Review jobs include:

What job categories do people searching Investment Suitability Review jobs look for?

The top searched job categories for Investment Suitability Review jobs are:

Investment Suitability Review jobs near you
Infographic showing various Investment Suitability Review job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, 3% Contract, and 1% Nights. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $158,828 per year, or $76.4 per hour.

Suitability Review Specialist

Manulife

Austin, TX • Remote

$73K - $122K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

Job description

The Suitability Review Specialist is responsible for reviewing new business submissions and replacement transactions involving annuity and life insurance products to ensure compliance with regulatory requirements, suitability standards, and company policies. This role contributes to our mission by helping protect clients, supporting ethical business practices, and maintaining a strong culture of compliance and risk awareness. The Specialist serves as a trusted resource to registered representatives, field agents, and business partners, providing guidance on suitability-related matters and regulatory obligations. This opportunity offers exposure to cross-functional partnerships, regulatory initiatives, and process improvement efforts that support business effectiveness and client outcomes.

Position Responsibilities:

  • Review new business and replacement applications to ensure transactions meet suitability standards, regulatory requirements, and company guidelines.
  • Conduct reviews, monitoring activities, and audits to identify unusual, suspicious, or potentially non-compliant activity; investigate findings and escalate concerns as appropriate.
  • Provide guidance and support to registered representatives, field supervision, and business partners regarding suitability requirements, regulatory expectations, and best practices.
  • Partner with Compliance, Operations, Supervision, and Technology teams to develop and implement process improvements, surveillance enhancements, and regulatory change management initiatives.
  • Maintain accurate documentation and records of suitability reviews, determinations, escalations, and related communications in accordance with company policies and regulatory requirements.

Required Qualifications:

  • Experience in suitability review, compliance, risk management, or a related financial services function.
  • Strong understanding of annuity and life insurance products, including their features, benefits, risks, and suitability considerations.
  • Knowledge of financial planning concepts, retirement planning strategies, and client investment objectives.
  • Familiarity with applicable regulatory requirements and industry standards related to suitability reviews and insurance products.

Preferred Qualifications:

  • Experience partnering with Compliance, Operations, Supervision, and Technology teams on process improvement initiatives.
  • Experience supporting regulatory change management, monitoring programs, or surveillance activities.
  • Experience conducting audits, investigations, and escalation of compliance concerns.
  • Strong documentation and record-keeping skills within a regulated environment.
  • Ability to provide consultation and guidance to business partners on suitability and regulatory matters.

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.

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

USA, Massachusetts - Full Time Remote

Working Arrangement

Remote

Salary range is expected to be between

$73,350.00 USD - $122,250.00 USD

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.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify

Company: John Hancock Life Insurance Company (U.S.A.)

Apply