Boston, City of Boston, SuffolkMember since April 12, 2023
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Develop digital leads and execute marketing campaign calls to engage in and develop new advisor relationships • Cultivate strong relationships with financial advisors by providing client and practice management solutions • Analyze client information and generate reports comparing performance metrics (such as benchmark and total risk/return) across different funds to devise investment strategies pertaining to clients' specific needs • Lead group initiatives to construct portfolios and perform competitive analysis, highlighting metrics such as glide path, asset class diversification, and performance fees to showcase John Hancock funds against competitors • Collaborate across a broad range of teams, both internally and externally, to build new strategies, host events, and consistently provide financial advisors with accurate and updated data
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