Brian Moore
Reading,MA
Summary
Experienced investment professional with over 18 years in Investment Services, specializing in building and nurturing client relationships, identifying opportunities for revenue growth, and developing strategic solutions in competitive markets. Skilled in driving brand awareness, enhancing asset retention, and generating new net flows through tailored investment strategies. Proven track record of delivering value to clients and achieving business objectives.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Director, National Relationship Management
John Hancock Investment Management
10.2021 - Current
- Secured a $750M+ investment mandate in 2024 by leveraging product knowledge, building trust, and delivering a customized investment solution.
- Surpassed sales goals by 135%, driving revenue growth through strategic planning, client engagement, and consistent execution of sales initiatives.
- Strengthened relationships with 30+ institutional clients, increasing sales year-over-year by tailoring solutions to meet their investment goals.
- Led strategy sessions with key stakeholders to refine National Account initiatives, resulting in improved customer satisfaction and account performance.
- Collaborated with internal teams to customize investment products, conducted market research, and developed communication strategies to inform clients and internal teams on trends and performance.
Investment Consultant
John Hancock Retirement
02.2016 - 09.2021
- Led Investment Consulting Program for Corporate Defined Contribution and Defined Benefit Plans, overseeing fund allocation, asset monitoring, and recommending changes to client portfolios and fund lineups.·
- Delivered macroeconomic and capital market insights, regulatory insights, and industry best practices to Plan Sponsors/Fiduciaries, ranging from HR/Benefits teams to C-suite executives.
- Collaborated with Investment Management and Sales to drive proprietary fund sales, while managing diversified plan lineups, conducting manager due diligence, and leading ad hoc projects such as fund manager searches, fee benchmarking, and asset-liability studies.
Research Analyst
Fidelity Investments
01.2014 - 02.2016
- Conducted quantitative and qualitative research on Mutual Funds and Collective Investment Trusts focused on Target Date, Diversified Real Assets, and U.S. Equity products, and provided strategic insights on optimal allocations for Defined Contribution plans.
- Led quarterly and annual meetings with portfolio managers to analyze portfolio performance, risk management, and market outlook, while collaborating with asset management firms on the use of alternatives in asset allocation.
- Produced detailed research reports and white papers on Defined Contribution trends and coordinated panel discussions to educate Investment Consultants and Senior Management on portfolio strategies and industry best practices.
Education
Master of Science - Investment Management
Boston University
Boston, MA2012
Bachelor of Science - Business Administration And Management
Westfield State University
Westfield, MA2006
Skills
- Verbal and written communication
- Strategies and goals
- Customer Engagement
- Product Knowledge
- Revenue Growth
- Story pitching
- Customer relationship development
- Solution selling
- Business growth and retention
Certification
Series 7
Series 63
Timeline
Director, National Relationship Management
John Hancock Investment Management
10.2021 - Current
Investment Consultant
John Hancock Retirement
02.2016 - 09.2021
Research Analyst
Fidelity Investments
01.2014 - 02.2016
Series 7
Series 63
Master of Science - Investment Management
Boston University
Bachelor of Science - Business Administration And Management
Westfield State University
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