Relationship Manager, Retirement Plans
At a glance
Mid-level Account Management role at Manulife and John Hancock. 5 Locations · full-time · $122,325–$212,030 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Build advisor, third-party administrator, plan sponsor, and internal team relationships across your territory
- Protect retirement-plan relationships by responding to service issues, competitive threats, and upcoming RFPs
- Guide intermediaries on plan design, investment choices, ERISA compliance, and ongoing participant service
- Create territory plans that increase retention, revenue, participation, deferrals, and account consolidation
- Run plan reviews and business meetings while helping high-value advisors expand their practices
What you bring
- Bring three to five years of comparable relationship-management experience
- Hold the life insurance and variable licenses required for your assigned territory
- Have FINRA Series 6 and 63 licenses, or obtain both within six months of joining
- Show strong business understanding of retirement-plan products, the industry, and its competitive landscape
Who this fits
You'll suit a retirement-plan relationship role focused on advisors, sponsors, intermediaries, and regional business growth. The job is remote and covers Oklahoma, Arkansas, western Tennessee, Mississippi, and Louisiana. The book centers on corporate, defined contribution, defined benefit, and nonqualified plans with $15M to $50M in assets under management.
From the employer
The Relationship Manager is an advocate for the Customer, an industry expert and contributes in meaningful ways to the broader Strategic Relationship Management team and Manulife John Hancock organization.
Position Responsibilities:
Develop strategic, mutually beneficial relationships with advisors, TPAs, plan sponsors and the JH team
Establish self as a retirement plan leader within the region and as a source of creative solutions for advisors
Maintain plan retention and contribute to profitable growth
Identify and position the best MJH tools/resources to support key intermediaries ongoing service commitments to plan sponsors and eligible employees
Work with intermediaries to ensure quality ongoing service related to plan design, investment selection, and ERISA compliance
Identify plans that are up for RFP, facing competitive threats, or have had issues in service quality and implement a retention strategy
Implement asset maximization and retention strategies that influence greater participation, increased deferral rates, and account consolidation
Solicit opportunities during interactions with advisors
Set expectations for ongoing service and serve as a point of contact
Conduct plan reviews and business planning meetings
Identify and address advisor or sponsor concerns and take corrective actions
Create, maintain, and implement a territory business plan that optimizes retention and revenue growth
Help advisors grow their book of business
Schedule time in accordance with annual business plan with high-value advisors to support them in achieving their goals
How will you create impact?
This position works as a key member of a regional team to achieve retirement plan retention, growth in revenue and assets through informed and loyal advisors, sponsors, and participants. The book of business is concentrated on clients between $15M and $50M in AUM (Corporate market, DC, DB, NQ). This role is "work from home" but covering Oklahoma, Arkansas, W. Tennessee, Mississippi, and Louisiana.
Required Qualifications:
Three to five years of similar experience
Life insurance and variable licenses as determined for territory
Industry designations such as AIF, APA, APR, ChFC, CLU, CEBS, CFA, CFP, QKA, QPA, QPFC, RIA are a plus
FINRA Series 6 and 63; or ability to obtain within 6 months of hire
Passion for contributing to a team with a positive attitude
Driven by practical results, opportunities to offer new ideas and methods, play a supporting role, and opportunities to assist others with intention
Superior business insight related to retirement plan products, the industry and the competitive landscape preferred
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
The role being advertised is an existing vacancy.
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 https://www.manulife.com/en/about/our-story.html.
Manulife 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 hr@manulife.com.
Referenced Salary Location
USA, Tennessee - Full Time RemoteWorking Arrangement
RemoteSalary range is expected to be between
$122,325.00 USD - $212,030.00 USDEmployees 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 hr@manulife.com 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.
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.)Not this one either?
Claude or ChatGPT reads the other 90,537 for you.
Get better matches →
