Business & Sales Consultant

Manulife Investment Management is the global wealth and asset management segment of Manulife Financial Corporation. They are seeking a Consultant Relations Director to lead coverage of institutional investment consultants across the Central U.S, focusing on building relationships and supporting institutional distribution across public and private market strategies.

Responsibilities:

• Develop and execute a Midwest 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
• Prepare and 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

Requirements:

• Proven experience (7-10 years) covering institutional consultants in the Midwest
• Strong relationships across Midwest 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