Consultant Relations, Central
Manulife Financial, Chicago, IL, United States
About Manulife Investment Management
Manulife Investment Management is the global wealth and asset management segment of Manulife Financial Corporation. We draw on our worldwide network of investment professionals to offer comprehensive public and private market solutions to clients. We are committed to client‑centricity, integrity, and a collaborative culture that empowers high performance and career growth. Manulife corporate headquarters is in Toronto, and the investment management division is in Boston with offices in New York, Chicago and Los Angeles. This position will be based in our Chicago office on a hybrid basis.
The Opportunity
We are seeking a Consultant Relations 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.
Compensation and Benefits
Salary range is expected to be between $100,000.00 USD – $173,300.00 USD.
The 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.
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. Employees also benefit from 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. Paid time off includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time each year, plus statutory leaves of absence. The company uses data and analytics technologies, such as artificial intelligence, to process application information.
Equal Opportunity Employer
マニュライフは機会均等を是とする雇用主です
マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。
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Manulife Investment Management is the global wealth and asset management segment of Manulife Financial Corporation. We draw on our worldwide network of investment professionals to offer comprehensive public and private market solutions to clients. We are committed to client‑centricity, integrity, and a collaborative culture that empowers high performance and career growth. Manulife corporate headquarters is in Toronto, and the investment management division is in Boston with offices in New York, Chicago and Los Angeles. This position will be based in our Chicago office on a hybrid basis.
The Opportunity
We are seeking a Consultant Relations 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.
Compensation and Benefits
Salary range is expected to be between $100,000.00 USD – $173,300.00 USD.
The 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.
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. Employees also benefit from 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. Paid time off includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time each year, plus statutory leaves of absence. The company uses data and analytics technologies, such as artificial intelligence, to process application information.
Equal Opportunity Employer
マニュライフは機会均等を是とする雇用主です
マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。
#J-18808-Ljbffr