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Manulife Private Markets is a $100.4B1 investment platform that offers investment solutions in Private Equity, Private Credit, Real Estate, Infrastructure, Timber and Agriculture. Our success in private assets has been driven by a long-term focus, a riskβconscious investment philosophy and inβhouse sector expertise. We are committed to our clientsβ success and have a long history of being responsible stewards of capital across a diverse range of private assets.
Position Description
The Senior Associate will join Manulife Investment Managements Private Markets Investor Relations "IR" Operations team, led by the Managing Director, Head of Investor Relations Operations. The candidate will be a key contributor to the IR Operations team and responsible for primarily supporting our Investor Relations team and fundraising initiatives across the Private Equity investment strategies (Equity CoβInvestment, Junior Credit, Secondaries, Primary Funds and PE Asia). Based in Boston or Toronto, the candidate will serve in a highly collaborative role at the firm by coordinating with investment teams and functional groups.
Responsibilities
Responsibilities will include serving as a product expert to support investment teams, investor relations, and distribution through creating and maintaining marketing materials, contributing to investor requests and due diligence questionnaires, supporting quarterly client reporting, supporting the go-toβmarket efforts, and contributing to key Private Markets projects. The Associate/Senior Associate will be responsible for overseeing the following:
MATERIAL CONTENT CREATION AND MANAGEMENT
- Produce and maintain marketing collateral including pitchbooks, factsheets, onsite presentations, case studies, etc.
- Help prepare for Annual Investor Conference and other investor events by leading the creation of presentation materials.
DUE DILIGENCE MATERIALS & INFORMATION REQUESTS
- Complete requests for proposals (RFPs), requests for information (RFIs), and due diligence questionnaires (DDQs) to support the fundraising efforts and ongoing investor monitoring.
- Respond to adβhoc and recurring investor requests by utilizing product knowledge and internal information systems.
PROJECT MANAGEMENT
- Coordinate with Finance, Legal/Compliance, Investment teams and other functional support groups to ensure the timely delivery and accuracy of marketing materials and requested information from investors.
- Help monitor and maintain CRM databases to ensure client and prospect information is accurate and up to date.
INTERNAL REPORTING
- Contribute to quarterly client reporting process.
- Respond to internal requests for information and reporting for senior leadership reporting.
Professional Experience / Qualifications
The successful candidate will have 5+ years of overall work experience, including relevant experience in a sales support, clientβcentric role, ideally at a private capital firm. In addition, the successful candidate will exhibit all or most of the following skills and characteristics:
- Strong attention to detail and high integrity
- Superior written and verbal communication skills
- Ability to convey complex investment concepts clearly and concisely
- Confidence and credibility when presenting ideas
- Intellectual curiosity
- Strong analytical and problemβsolving skills
- Solution oriented with the ability to balance competing priorities
- Collaborative approach when working across teams and functions
- Critical and proactive thinker with the ability to streamline process
- Team oriented and resultsβdriven
- Proficient in Microsoft Office. Experience with Seismic, Salesforce, and Qvidian is a plus.
When you join our team:
- Weβll empower you to learn and grow the career you want.
- Weβll recognize and support you in a flexible environment where wellβbeing and inclusion are more than just words.
- As part of our global team, weβll support you in shaping the future you want to see.
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 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 pregnancyβrelated 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
Referenced Salary Location
Boston, Massachusetts
Working Arrangement
Hybrid
Salary range is expected to be between
$71,550.00 USD β $119,250.00 USD
If you are applying for this role outside of the primary location, please contact for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant jobβrelated factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, shortβ and longβterm 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.
Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify
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The role involves creating marketing materials, responding to investor requests, and coordinating with various teams.
Ideal candidates will have over 5 years of experience in a client-centric environment and strong communication skills.
This position offers a hybrid work arrangement and a competitive salary range from $71,550 to $119,250, along with customizable benefits.
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Remote working/work at home options are available for this role.
This role involves leading the development of innovative financial products, collaborating with various internal teams, and ensuring compliance with regulatory standards.
Candidates should have an MBA and 8+ years of relevant experience.
Competitive salary and flexible hybrid work arrangement offered.
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Remote working/work at home options are available for this role.
This Vice President will play a key role, designing and executing marketing strategies to support the growth of ourRetirementbusiness, which includes a range of investment, managed advice/accounts and value-added capabilities distributed through plan sponsors, consultants, DC specialist financial advisors and intermediary home offices/aggregators.
The Vice President will partner with client-facing business leaders, product strategy, investment teams and broader AM Marketing teams to identify and harness the top commercial priorities and translate them into full-funnel plans, fueling our business growth objectives with this critical segment.
Position Responsibilities:
- Channel marketing vision and implementation: Research, plan, develop and implement an integrated marketing strategy for AMβs retirement client segments to fuel overall business growth objectives.
- Brand narrative: Ensure the AM value proposition, and associated retirement derivation and messaging pillars are infused through all marketing activities globally.
- Client research: Partner with AM brand marketing and retirement business leaders to track, manage and analyze client research to determine how AM is perceived by our retirement clients and identify which perceptions need to be addressed to enable the business to move forward.
- Capabilities and solutions: position full range of investment solutions (capital preservation, public equities and fixed income and alternatives), managed advice offering and thought leadership.
- Campaigns and execution: Develop and execute well thought-out, impactful and quantifiable lead generation and client retention campaigns leveraging a range of digital, media and in-person channels.
- Client Engagement:Partner with marketing contacts at client and partner firms to drive joint initiatives, support growth of investment strategies and elevate brand awareness.
- Sponsorships and events: Partner with AM event marketing and retirement business leaders to develop a marketing strategy and execution for key channel sponsorships and events.
- Content: Partner with content and product marketing teams, to deliver a content calendar which fully supports the institutional and insurance marketing strategy, including the generation of editorial ideas, and content creation as well as continual improvement across marketing and sales collaterals, social media and .com.
- Measurement and reporting: End-to-end reporting and measurement of day-to-day and campaign-related marketing impact, delivering clear MROI and taking active steps to adjust marketing approach as necessary to optimize impact.
- Risk management: Maintaining strict adherence to regulatory and procedural guidelines for all marketing communications including proactive management of operational risk.
- Team effectiveness: Drive operational efficiency of the institutional and insurance marketing team, ensuring they are highly motivated, fully engaged and able to operate at scale.
- Partnership and collaboration: Develop and maintain strong relationships with other AM marketing leaders, EO marketing partners, Corporate Communications, sales and investment heads, and key senior stakeholders across the global organization.
Qualifications:
- 10 plus years of experiencein retirement marketingor similar roles within a leading financial institution with an outstanding track record with measurable impacts and achievements
- Experience across retirement intermediary/advisor channel and direct to plan sponsors.
- In-depth knowledge of the retirement asset management industry: clients, products, regulations, competitors
- Well-developed strategic thinking with commercial awareness and business acumen
- Demonstrable track record of leading and executingeffectively across matrixed, complex organizations with excellent communication, influencing and presentation skills as well as the ability to engage with partners at all levels
- Ability to present investment views in a thoughtful and well-reasoned manner, synthesize information from multiple sources and develop a clear, compelling story
- Demonstrated integrated marketing skills across strategy and execution; ability to leverage subject matter experts throughout broader divisional marketing team in pursuit of effective outcomes
- Solid experience in digital marketing, with working knowledge of martech within B2B environments, lead generation, and analytics in order to partner with subject matter experts
- Ability to work at varying speeds and under timeframe pressure, while maintaining extremely high standards
- Bachelorβs Degree (BA/BS)
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. Weβre committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at /careers.
Weβre committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: Β© The Goldman Sachs Group, Inc., 2025. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
Salary Range
The expected base salary for this Chicago, Illinois, United States-based position is $110000-$230000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offering, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
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The Associate Director, Institutional Distribution is a key leader in driving sales and relationship development within the North American institutional prospect and client channel. This position partners closely with Managing Directors in the field to manage driving capital raising initiatives across public and private market investment products. This role spearheads strategic lead generation, orchestrates conference and event initiatives, fosters cross-functional partnerships with internal stakeholders, and serves as an ambassador for the Manulife Investment Management brand to ensure flawless execution and exceptional client results.
Position Responsibilities:
1. Strategic Lead Generation
- Proactively leverage industry databases to identify new leads, manage territory strategy, and conduct industry research for Manulife Investment Managementβs institutional products (public equity, public fixed income, real assets, private equity, private credit).
- Maintain expertise in industry databases to uncover and evaluate marketplace opportunities. Lead internal trainings when requested.
2. Internal Operations
- Oversee and coordinate the development and timely submission of quarterly and ad hoc client and prospect requests (RFI, DDQ, RFP), ensuring accuracy and responsiveness. Provide constructive feedback and regular updates to stakeholders to drive continuous improvement.
- Lead CRM system (Salesforce) reporting, data integration, and updates for external partners. Provide strategic insights to better utilize CRM system.
- Monitor key performance indicators (KPIs) and pipeline progress. Share and represent Managing Directorβs (and potentially individual) relevant business development activities in biweekly update calls.
3. Meetings, Conferences & Events
- Oversee and ensure stakeholder preparation for field meetings, onsite client visits, and due diligence sessions.
- Lead conference and industry event strategy, including speaker selection, deliverables, and marketing materials.
- Represent the firm and the Manulife Investment Management brand at key industry events and prospect/client meetings. Build and maintain relationships with institutional prospects and clients for designated territory.
4. Internal Collaboration
- Ensure strategic alignment and seamless coordination among Managing Directors, distribution groups, and territories to maximize the impact of outreach initiatives such as roadshows and conferences.
- Drive synergy with marketing partners to integrate sales priorities into various initiatives and maximize prospect/client engagement through newsletters, webinars, and social media.
5. Product & Marketplace Expertise
- Maintain expertise in institutional channels (public plans, corporate retirement plans, endowments & foundations, insurance, sub-advisory) and consistently evaluate marketplace opportunities and trends.
- Stay current on Manulife Investment Managementβs investment portfolio performance, competitive positioning, and industry developments.
6. Professional Development
- Pursue ongoing professional development, including advanced financial licenses, certifications, and relevant coursework.
- Mentor and develop junior team members, including Senior Associates.
Required Qualifications:
- Minimum of five yearsβ relevant experience in asset management, institutional sales, or client relations.
- Bachelorβs Degree required; advanced degree (MBA, MSF, etc.) preferred.
- FINRA Licenses: Securities Industry Essentials (SIE), Series 7, Series 63/65/66 (must be obtained within one year if not already held).
- Demonstrated leadership experience and ability to manage complex client relationships.
Preferred Qualifications:
- Deep understanding of financial markets and institutional investment products.
- Exceptional interpersonal, presentation, and client-facing skills.
- Ability to communicate complex information clearly and persuasively.
- Proven track record of working independently and collaboratively within a team.
- Strong analytical thinking, strategic mindset, and curiosity.
- Progress toward professional designations (CFA, CIMA, MBA, MSF, or similar) highly desirable.
When you join our team:
- Weβll empower you to learn and grow the career you want.
- Weβll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, weβll support you in shaping the future you want to see.
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 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
Referenced Salary Location
Boston, Massachusetts
Working Arrangement
Hybrid
Salary range is expected to be between
$90,225.00 USD β $162,405.00 USD
If you are applying for this role outside of the primary location, please contact for the salary range for your location. 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. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
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.
Know Your Rights Family & Medical Leave Employee Polygraph Protection Right to Work E-Verify
Company: John Hancock Life Insurance Company (U.S.A.)
Tagged as: Hybrid
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This role focuses on driving sales and relationship development within the North American institutional channel.
The ideal candidate will have at least five years of experience in asset management or institutional sales, possess strong leadership skills, and be capable of managing complex client relationships.
A hybrid work environment is offered, along with competitive compensation ranging from $90,225 to $162,405 annually.
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The Director, Investment Specialist/Head of Co-Manufactured Products will lead the end-to-end development and product management of innovative financial products, including proprietary products, co-manufactured target date collective investment trust funds, lifetime income and managed account solutions. The role requires expertise in multi-asset strategies, defined contribution plans, and innovative investment solutions. The Director will collaborate closely with cross-functional internal teams, including Sales, Marketing, Operations, Legal, Compliance, and Risk, to ensure successful product delivery. Externally, they will be the single point of contact with Fund Partners, Fiduciary partners and third-party trust companies. This individual will also oversee the strategic alignment of product initiatives with market trends, regulatory requirements, client needs and be accountable for commercial success of these products.
Key Responsibilities
- Product Management: Spearhead the ideation, design, and development of investment products, with a focus on retirement solutions, including target-date funds, lifetime income solutions, and multi-asset strategies. Ensure products meet client needs, market demands, and regulatory standards.
- Cross-Functional Leadership: Lead and collaborate with internal teams (Sales, Marketing, Operations, Legal, Compliance, and Risk) throughout the product development lifecycle to ensure successful launch and management of new products.
- Market Research & Strategy: Conduct in-depth research on market trends, competitive landscape, client demands, and regulatory changes to inform product strategy, anticipate future trends, and identify growth opportunities.
- Project Management: Manage product development timelines, budgets, and resources, ensuring project milestones are met. Track progress, resolve issues, and keep stakeholders informed.
- Client & Consultant Engagement: Partner with internal teams to present and position new products to clients, consultants, and prospects. Gather feedback and insights to continuously improve product offerings.
- Product Innovation: Explore opportunities for innovative product solutions that can differentiate the firmβs offerings in the market. Foster a culture of innovation within the Product Development team.
- Regulatory Compliance: Ensure all products adhere to relevant U.S. regulatory guidelines, including SEC, IRS, ERISA, and other governing bodies. Collaborate with Legal and Compliance teams to ensure accurate documentation and transparent product disclosures.
Key Qualifications
- Education: MBA or advanced degree in Finance, Business Administration, or related field.
- Certifications: CFA, CAIA, or a comparable financial certification.
- Experience:
- 8+ years of product management and development experience within financial services, asset management, or investment consulting, preferably with exposure to defined contribution and multi-asset strategies.
- Proven track record in developing, launching, and managing investment products, including lifetime income solutions, co-manufactured target-date funds and managed account solutions.
- Familiarity with the DC industry, including an understanding of ERISA and the broad ecosystem (investment managers, insurers, middleware providers, investment consultants and advisors, etc.).
- Deep knowledge of various defined contribution vehicles, including collective investment trusts, mutual funds, separate accounts, and alternative investments.
- Skills:
- Excellent analytical and problem-solving capabilities, with a strategic mindset.
- Strong project management skills, with proven ability to manage complex cross-functional initiatives.
- Exceptional communication skills, both written and verbal, with the ability to influence stakeholders at all levels.
- Ability to manage multiple projects simultaneously, prioritize effectively, and meet deadlines.
- Experience with competitive analysis, financial modeling, and pricing strategies.
- Proficiency with industry tools, such as Morningstar Direct and Factset
- Ability to travel (up to 25%).
Key Competencies
- Relationship Building & Collaboration: Establish and nurture strong relationships across the firm, coordinating seamlessly with key internal stakeholders to ensure alignment and successful execution of initiatives.
- Leadership & Collaboration: Demonstrated ability to lead and motivate cross-functional teams, driving alignment and accountability across departments.
- Innovation: Ability to identify new product opportunities and bring them to market with a focus on differentiation and client needs.
- Results-Oriented: Proven ability to drive product development initiatives from ideation through to successful launch, with a focus on meeting client and business goals.
- Client-Focused: Strong client service mentality, with experience engaging with clients and consultants to understand needs and gather feedback.
- Adaptability: Ability to thrive in a fast-paced, evolving market environment, balancing multiple priorities while maintaining focus on key strategic objectives.
Why Join Us?
As the Director, Investment Specialist/Head of Co-Manufactured Products, you will play a critical role in shaping the future of our product offerings for DC plans. You will have the opportunity to lead high-impact initiatives that directly contribute to the firmβs growth and success. Join a dynamic, collaborative environment that values innovation, excellence, and professional development.
When you join our team:
- Weβll empower you to learn and grow the career you want.
- Weβll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, weβll support you in shaping the future you want to see.
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 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
Referenced Salary Location
Boston, Massachusetts
Working Arrangement
Hybrid
Salary range is expected to be between
$120,750.00 USD β $217,350.00 USD
If you are applying for this role outside of the primary location, please contact for the salary range for your location. 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. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
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.
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.)
Tagged as: Hybrid
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The role involves developing integrated marketing strategies, leading campaigns, and conducting client research.
Candidates should possess over 10 years of retirement marketing experience, strong strategic thinking capabilities, and a solid background in digital marketing.
This position offers a competitive salary and is based in Chicago, Illinois.
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