Ryan A. Ulrich

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• Strengthened advisor relationships across territory by analyzing retirement plan books and identifying opportunities for enhanced investment menus.
• Conducted fund comparisons using Morningstar reports, rolling returns, peer analytics, and style-drift analysis to effectively position strategies.
• Developed plan growth strategies using BrightScope data and recordkeeper intelligence to uncover market opportunities and enhance plan-level engagement.
• Created and delivered a widely used Social Security presentation covering program history, current funding status, legislative outlook, and advisor‑focused application.

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John Hancock Investment Management | 2017 – 2022

• Led and mentored Internal Product Specialist team, coaching on sales process, investment messaging, and advisor engagement strategy to improve team effectiveness.
• Manage and prioritize high‑volume business pipelines across multiple Western U.S. territories; partner with external wholesalers to drive advisor adoption and AUM growth.
• Provided advisors with portfolio construction insights using Morningstar Direct, YCharts, and proprietary research to enhance investment selection and model design.
• Collaborated with product, marketing, and national accounts to strengthen competitive positioning and improve field sales effectiveness.
• Recognized as a go‑to resource for capital markets updates, competitive analysis, and consultative investment conversations.