Manulife Financial Corporation

Managing Director, Consultant Relations

Manulife Financial Corporation$180K — $312K *
US-AnywhereRemote in Illinois, US
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7-10 years of experience covering institutional consultants in the Midwest
  • Established network with Midwest consultant firms and national platforms
  • Strong knowledge of institutional products: fixed income, equities, alternatives
  • Exceptional communication and presentation skills for consultant engagements
  • Proven project management capabilities with a focus on meeting deadlines
  • Familiarity with CRM tools such as Salesforce and data/reporting tools
  • Bachelor's degree required; CFA/CAIA designation or progress preferred

Responsibilities

  • Create and implement a Midwest consultant coverage strategy
  • Cultivate and manage relationships with key consulting firms
  • Coordinate RFP and data requests alongside various teams
  • Design and present compliant consultant-facing materials
  • Oversee and track consultant ratings and feedback in CRM
  • Act as a liaison between consultants and investment professionals
  • Research market trends to guide product positioning
  • Report consultant engagement and outcomes via CRM dashboards
  • Support and represent the firm at industry events
  • Ensure adherence to values and compliance requirements

Benefits

  • Comprehensive health and dental insurance options
  • Mental health support and wellness benefits
  • Robust retirement savings plans with employer matching
  • Flexible work environment promoting well-being and inclusion
  • Generous paid time off including vacation, holidays, and personal days
  • Adoption and surrogacy assistance programs
  • Employee assistance plans for personal support
  • Financial education and counseling resources
Full Job Description
The Opportunity

We are seeking a Consultant Relations Managing Director to lead coverage of institutional investment consultants across the Central U.S, based in Chicago. This role is responsible for building and deepening relationships with regional and national consulting firms, driving positive ratings and recommendations, and supporting institutional distribution across public and private market strategies.

Position Responsibilities:
  • Develop and execute a Central 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.
  • 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.


What Will Set You Up for Success
  • Proven experience (7-10 years) covering institutional consultants in the Central region.
  • Strong relationships across Central 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.


Values and Competencies
  • Client-first mindset and relationship orientation
  • Collaboration and accountability
  • Integrity and compliance focus
  • Data-driven decision-making and problem solving
  • Inclusivity and respect for diverse perspectives


Travel Requirements
  • Approximately 30-50% travel within the Central region, with occasional national travel for consultant conferences and Boston on-site meetings.


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.


This role is eligible for incentive compensation in addition to base salary, with payouts linked to individual and business performance and expressed as a multiple of base salary.

The role being advertised is an existing vacancy.

Referenced Salary Location
USA, Illinois - Full Time Remote

Working Arrangement

Remote

Salary range is expected to be between
$180,000.00 USD - $312,000.00 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 [redacted] 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.

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

About Manulife Financial Corporation

John Hancock's core retail products in the U.S. focus on providing financial solutions at every stage of our clients' lives. Our product suite includes life insurance, mutual funds, 401(k) plans, long-term care (LTC) insurance, and annuities. We distribute our products primarily through licensed financial advisors, and through John Hancock Financial Network, a national network of independent firms.

Manulife Financial Corporation Careers

Join the dynamic team at Manulife Financial Corporation, a leading global financial services group dedicated to helping people make their decisions easier and lives better. With a presence in more than 20 countries, Manulife offers a diverse range of job opportunities that empower professional growth and innovation in the financial sector. Work You’ll Do At Manulife, every position contributes to our inclusive culture of diversity, leadership, and innovation. We are committed to fostering a workplace where every team member feels valued and has the opportunity for personal and professional growth. Join us to be part of a company that values your skills and passion. Explore a Wealth of Opportunities Whether you're seeking your first internship or a seasoned professional aiming to advance your career, Manulife offers a spectrum of career paths ranging from finance and marketing to technology and customer service. Our job opportunities are designed to enhance your skills through robust training programs and hands-on experience in a supportive environment. Innovate with Us Drive transformation in the financial services industry with Manulife’s commitment to technology and innovation. Work alongside over 34,000 professionals globally, leveraging cutting-edge tools and processes that redefine how financial services are delivered. Be Part of a Great Team Manulife’s team-oriented approach ensures that everyone’s voice is heard and valued. Collaborate with talented professionals from diverse backgrounds to develop solutions that improve the lives of our customers. Enjoy the benefits of a global company that supports your ambitions with resources and opportunities to lead and innovate. Future-Proof Your Career Manulife supports your career journey with continuous learning and development opportunities. From leadership training to networking events, we provide the tools to succeed and the platforms to showcase your achievements. Our commitment to career growth ensures that your journey with us will be rewarding and impactful. Stay Connected Join Our Team Discover the range of job opportunities at Manulife by exploring open positions that match your skills and interests. We are always on the lookout for curious, driven, and innovative team players who are ready to make a difference. Keep Up to Date Stay informed with the latest company news, career tips, and industry insights—all from the people who work here. Manulife is dedicated to providing you with the resources to thrive in your career. Job Alert Emails Customize your experience by subscribing to receive job alerts and insider information tailored to your preferences. Learn about exciting and rewarding opportunities as they arise and how you can be a part of our transformative team. Join Manulife Financial Corporation today and be part of a leading company where your career is as rewarding as it is impactful. Explore how far your talents can take you in an environment built on respect, integrity, and a desire to achieve the best outcomes for our clients and our team.
Learn more about Manulife Financial Corporation
Size
38,000 employees
Market Cap
$33.4 billion
Industry
Founded
1887
5 Year Trend
+1%
NASDAQ

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