Relationship Manager (Retirement Plans)

****** Please note this is a field based role - candidate must reside within the territory ******

The Opportunity

The Relationship Manager is an advocate for the Customer, an industry expert and contributes in meaningful ways to the broader Strategic Relationship Management & Consulting team and John Hancock organization.

Responsibilities:

• Develop strategic, mutually beneficial relationships with advisors, TPAs, plan sponsors and the JH team

• Maintain the highest standard of excellence in advisor service by attending to inquires/requests

• Train advisors and their support staff in the use of JH tools and resources

• 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 JH 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. This role is "work from home" but covering Northern California, San Francisco or Sacramento metro areas.

What motivates you?

• You obsess about customers, listen, engage and act for their benefit.

• You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.

• You thrive in teams and enjoy getting things done together.

• You take ownership and build solutions, focusing on what matters.

• You do what is right, work with integrity and speak up.

• You share your humanity, helping us build a diverse and inclusive work environment for everyone

What we are looking for:

• 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

What can we offer you?

• A competitive salary and benefits packages.

• A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.

• A focus on growing your career path with us.

• Flexible work policies and strong work-life balance.

• Professional development and leadership opportunities.

Our commitment to you

• Values-first culture
  We lead with our Values every day and bring them to life together.

• Boundless opportunity
  We create opportunities to learn and grow at every stage of your career.

• Continuous innovation
  We invite you to help redefine the future of financial services.

• Delivering the promise of Diversity, Equity and Inclusion
  We foster an inclusive workplace where everyone thrives.

• Championing Corporate Citizenship
  We build a business that benefits all stakeholders and has a positive social and environmental impact.

#LI-JH

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 recruitment@manulife.com.

Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact recruitment@manulife.com for additional information.

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.

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