Relationship Manager

John Hancock; Massachusetts; Remote; USD 120,000 - 218,000; Full time

Job summary

A leading financial services provider is seeking a Relationship Manager to drive retirement plan retention and revenue growth. The ideal candidate will have extensive experience in the Financial Services industry, strong consultative selling skills, and the ability to manage complex client relationships effectively. This role offers a supportive environment for career growth and comprehensive benefits.

Benefits

Health Insurance

Dental Insurance

Mental Health Support

Vision Insurance

Disability Insurance

Life Insurance

Retirement Plans

Paid Time Off

Statutory Leaves

Qualifications

• 7-10 years of experience in the Financial Services industry.
• Ability to analyze complex relationships and meet goals.

Responsibilities

• Achieve all annual metrics – retention, revenue, customer engagement.
• Support new sales and market development initiatives.

Skills

Consultative Selling

Negotiation

Communication

Business Insight

Education

Bachelor’s Degree

Job description

Join to apply for the Relationship Manager role at John Hancock.

This position is available in Manulife John Hancock’s Mid/Large corporate segment. While regional coverage is preferred, the ideal candidate should be flexible to travel outside their region. The role focuses on achieving retirement plan retention, revenue growth, and asset expansion through informed and loyal advisors, sponsors, and participants. Strong investment industry and product knowledge, along with experience integrating these solutions into existing relationships, are preferred.

The Relationship Manager advocates for the Customer, is an industry expert, and contributes to the broader Strategic Relationship Management & Consulting team and John Hancock organization. Experience with non-qualified deferred compensation and defined benefit plans is also preferred.

The book of business will focus on clients with greater than $50M in AUM, potentially up to $1B depending on experience.

Key Accountabilities

1. Achieve all annual metrics – retention, revenue, customer engagement
2. Learn Manulife John Hancock Retirement products, features, and services, applying them with a focus on investment products
3. Manage internal and external customer relationships effectively, leveraging available resources
4. Exhibit consultative selling and negotiation skills, optimize product features, plan design, and employee retirement readiness
5. Demonstrate executive presence and subject matter expertise to instill confidence and influence outcomes aligning with Customer and Manulife John Hancock objectives
6. Follow all company and department processes and procedures, including meeting materials, travel, expense, CRM documentation, and data integrity
7. Support new sales and market development initiatives

Job Requirements

1. Bachelor’s Degree in a related field (preferred)
2. 7-10 years of experience in the Financial Services industry
3. Initiative, motivation, and accountability
4. Expertise in consultative selling and negotiation
5. Ability to analyze complex relationships and meet goals
6. Strong business insight and presence
7. Effective communication, rapport building, and partnership skills
8. Flexibility and resilience in changing environments
9. Strategy development and goal setting, with adaptability

License Requirements

1. Successful completion of SIE
2. Hold FINRA Series 6 or 7, 63 or 66
3. State Insurance license

What We Offer

• Empowerment to learn and grow your career
• Supportive, flexible environment emphasizing well-being and inclusion
• Global team support to shape your future

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider dedicated to helping people make decisions easier and lives better. More information at our story.

Equal Opportunity Employer

We embrace diversity and are committed to fair recruitment, retention, and advancement practices, without discrimination based on protected characteristics. Reasonable accommodations are available during the application process. Contact [e-mail] for assistance.

Salary & Location

Location: USA, Massachusetts - Full Time Remote

Salary range: $120,750 - $217,350 USD. For roles outside primary location, contact [e-mail] for local salary info. Compensation includes incentives based on performance.

Benefits

Comprehensive benefits including health, dental, mental health, vision, disability, life insurance, retirement plans, paid time off, and statutory leaves.