Plan Implementation Manager

Manulife Financial; Philippines; On-site; PHP 600,000 - 900,000; Full time

Job summary

Manulife Financial in the Philippines seeks a client-focused professional to manage plan implementations and ongoing relationships. You will coordinate payroll integration, account configuration, and plan features, while educating clients and partners on available services.

With 2+ years in customer service or project management, you will lead meetings, track milestones, and ensure timely tasks. This hybrid role supports a flexible work arrangement within a global financial services team.

Qualifications

• At least 2 years of relevant experience in customer service or project management.

Responsibilities

• Serve as main contact for clients during plan implementation.
• Build and maintain strong relationships with clients, TPAs, financial representatives, and internal partners.
• Lead meetings, coordinate follow-up actions, and keep stakeholders informed.
• Manage timelines and project milestones.
• Coordinate all aspects of plan setup including payroll integration and configuration.
• Educate clients and partners on John Hancock products, services, and processes.
• Provide guidance on plan setup, eligibility, and administrative requirements.
• Coordinate onboarding communications and schedules.
• Support a smooth handoff to ongoing service teams after implementation.

Skills

Relationship-building

Client service

Communication

Presentation skills

Project management

Organizational skills

Negotiation

Detail orientation

Problem solving

Job description

Role Responsibilities

• Relationship Management (30%): Serve as the main contact for clients during plan implementation.
• Build and maintain strong relationships with clients, TPAs, financial representatives, and internal partners.
• Lead meetings, coordinate follow-up actions, and keep stakeholders informed.
• Manage expectations, timelines, and project milestones.
• Proactively identify and elevate issues when needed.
• Project Management (35%): Develop and manage implementation schedules.
• Coordinate all aspects of plan setup, including payroll integration, account configuration, and plan features.
• Ensure tasks are completed accurately and on time.
• Remove roadblocks and keep projects moving forward.
• Maintain accurate documentation and compliance records.
• Utilize internal systems and tools to track progress and project status.
• Client Consulting & Education (20%): Gather plan details and clarify client requirements.
• Educate clients and partners on John Hancock products, services, and processes.
• Provide guidance on plan setup, eligibility, administrative requirements, and available services.
• Recommend solutions and services that support the long-term success of the plan.
• Administrative Responsibilities (15%): Review implementation documentation and client information.
• Coordinate onboarding communications and schedules.
• Organize project records and maintain accurate updates.
• Prepare meeting materials, timelines, and implementation documentation.
• Support a smooth handoff to ongoing service teams after implementation is complete.

Required Qualifications

• At least 2 years of relevant experience in customer service or project management
• Strong relationship-building and client service skills.
• Excellent communication and presentation abilities.
• Proven project management and organizational skills.
• Ability to influence, negotiate, and collaborate across multiple teams.
• Strong attention to detail and ability to manage multiple priorities.
• Proactive problem-solving mindset.

Preferred Qualifications

• Knowledge of retirement plans, financial services, payroll processes, or implementation/project management is an asset.
• Having prior experience in B2B programs or as a subject matter expert is an advantage

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.

關於宏利和恒康

宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽 https://www.manulifeim.com/institutional/tw/en.

宏利是平等機會僱主

在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 [e-mail]。

Working Arrangement

混合式