Portfolio Management Associate Jobs in Boston, MA

The ETF and Model Portfolio Business Development Associate will support the ETF and Model Portfolio Specialist Team and broader business line in driving AUM growth across wealth management platforms, broker-dealers, wirehouses, RIAs, independent advisors, home-office research teams, and key internal partners. This role sits within a high-growth area of the asset management industry, where advisors are increasingly using ETFs and model portfolios to enhance portfolio construction, improve practice efficiency, manage taxes, and deliver scalable investment solutions to clients.
The Associate will contribute to business development, platform strategy, sales enablement, advisor support, data analysis, competitive intelligence, project management, and special research initiatives as Manulife John Hancock Investment Management continues to expand its ETF and model portfolio distribution capabilities.
Position Responsibilities:

• Support ETF and model portfolio business development efforts across wealth management firms, advisor platforms, RIAs, broker-dealers, wirehouses, and strategic accounts.
• Conduct market, competitor, platform, and advisor research to identify growth opportunities, positioning gaps, product needs, and potential business risks.
• Build and maintain business development trackers, sales dashboards, model adoption reports, platform due diligence materials, and project plans to support decision-making and execution.
• Analyze ETF and model portfolio flows, AUM trends, sales activity, advisor adoption, platform placement, pipeline activity, and campaign results to help inform business priorities.
• Partner with the Specialist Team, Business Consultants, Product Management, Portfolio Management, Marketing, Legal, Compliance, Operations, and other internal stakeholders to support product positioning, platform engagement, and field execution.
• Assist in developing advisor-facing materials, pitchbooks, product positioning, competitive comparisons, portfolio construction use cases, model portfolio commentary, meeting preparation materials, and follow-up resources.
• Support platform due diligence, onboarding, maintenance, reporting, and ongoing relationship-management processes for ETF and model portfolio solutions.
• Capture advisor and platform feedback to help inform product positioning, sales messaging, content priorities, and future business development opportunities.
• Contribute to special projects related to ETF industry trends, active ETF adoption, model portfolio utilization, wealth platform strategy, advisor practice management, and competitive intelligence.
• Report to the Head of ETF and Model Portfolio Sales.

Required Qualifications:

• Bachelor's degree in finance, economics, business administration, or a related discipline.
• 1-3 years of experience in asset management, wealth management, ETF distribution, investment research, product strategy, sales enablement, or a related financial services role.
• Strong analytical skills, including the ability to evaluate market trends, sales data, product positioning, platform opportunities, competitor activity, and business cases.
• Working knowledge of ETFs, mutual funds, model portfolios, asset allocation, portfolio construction, investment vehicles, and the wealth management distribution ecosystem.
• Familiarity with advisor channels, including wirehouses, independent broker-dealers, RIAs, private banks, and home-office research or model portfolio teams.
• Strong written and verbal communication skills, with the ability to prepare clear presentations, advisor materials, internal updates, and executive-ready summaries.
• Ability to collaborate effectively with sales, product, investment, marketing, legal, compliance, finance, operations, and technology teams.
• Strong organizational and project-management skills, with the ability to manage multiple priorities, deadlines, trackers, and cross-functional initiatives in a fast-paced environment.
• Advanced proficiency in Excel and PowerPoint; experience with Morningstar Direct, Bloomberg, FactSet, Power BI, Salesforce, or similar analytical and CRM tools is preferred.
• Demonstrated curiosity about financial markets, ETF innovation, active management, model portfolio adoption, advisor behavior, and wealth platform dynamics.
• Commercially minded, detail-oriented, proactive, and comfortable operating in a collaborative, fast-moving environment.
• Progress toward CFA, CIMA, CAIA, or relevant securities licenses is helpful but not required.

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
Boston, Massachusetts
Working Arrangement
Remote
Salary range is expected to be between
$60,000.00 USD - $100,000.00 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.)