This role offers the opportunity to manage and grow strategic customer relationships within Manulife John Hancock Retirement. The Relationship Manager acts as a trusted advisor and customer advocate, aligning customer objectives with business goals while driving satisfaction, loyalty, and profitability. Through consultative selling and industry expertise, this role contributes meaningfully to customer outcomes and to the broader Strategic Relationship Management team. The position provides exposure to senior stakeholders, complex client environments, and opportunities to influence retirement readiness strategies.
Position Responsibilities:- Develop and maintain effective relationships with Customers
- Exhibit strategic relationship management and consultative selling
- Optimize Customer satisfaction and loyalty by aligning Customer objectives with Manulife John Hancock business targets
- Serve as an advocate for the Customer and act as an industry expert
- Contribute in meaningful ways to the broader Strategic Relationship Management team and the John Hancock organization
Individual Accountabilities:- Achieve all annual metrics - retention, customer profitability, and engagement
- Learn Manulife John Hancock Retirement products, features, and services and apply as appropriate
- Effectively manage internal and external customer relationships and leverage available resources
- Exhibit consultative selling and negotiation skills; optimize product features, plan design, and employee retirement readiness
- Demonstrate executive presence and subject matter expertise to instill confidence and strategically influence outcomes that align Customer and Manulife John Hancock objectives
- Follow all company and department-level processes and procedures, including meeting materials preparation and presentation format, travel and expense, CRM documentation, and data integrity
- Support new sales and market development initiatives
Required Qualifications:- Valid Driver's License
- FINRA Series 6 or 7, and 63 or 66, State Insurance licensing, or ability to obtain required licenses within 6 months
- Experience in retirement, financial services, or institutional relationship management
- Proven track record managing strategic or complex customer accounts
- Experience influencing senior-level customer and internal stakeholders
- Understanding of retirement plan design and employee financial wellness strategies
- Ability to develop strategy, set goals, and pivot effectively in dynamic environments
- Demonstrated initiative, motivation, accountability, and resilience in a changing environment
- Strong consultative selling and negotiation skills
- Ability to analyze complex customer relationships and execute against strategic goals
- Strong business acumen, executive presence, and communication skills
- Proven ability to build rapport and partner effectively with internal and external stakeholders
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.
If you are applying to this role in Massachusetts, please note the salary range is $82,000.00 - $142,000.00 USD.
The role being advertised is an existing vacancy.
Referenced Salary LocationUSA, Massachusetts - Full Time Remote
Working ArrangementRemote
Salary range is expected to be between$82,000.00 USD - $142,100.00 USD
Employees 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 [redacted] 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.
