Strategic Retention Leader – Retirement Plans

Socket.dev; Boston (MA); On-site; USD 129,000 - 223,000; Full time

Job summary

Manulife/John Hancock in the U.S. seeks a senior Retention Sales Director to protect and grow mid-large retirement plans through proactive retention, risk management, and renewal execution.

You will partner with Relationship Management and internal stakeholders to strengthen loyalty and lead due diligence processes. As strategic quarterback for retention, you will shape client experience across $50m+ corporate and Taft-Hartley plans, manage a forward-looking risk pipeline, and drive high-impact

Qualifications

• Bachelor’s degree in a relevant field.
• 10+ years of experience in the retirement plan industry (Defined Contribution, Defined Benefit, and Non-Qualified plans).
• Proven success in retention, sales, or relationship management within the Mid-Large retirement market.
• Proven ability to lead complex, multi-stakeholder negotiations and renewal cycles.
• Strong analytical and strategic decision-making capabilities, including pricing and competitive positioning.
• Active and maintained licenses (Life Insurance and Series 6 or equivalent).
• Ability to travel up to 40%.

Responsibilities

• Own and execute the retention strategy for Mid-Large Corporate and Taft-Hartley clients, directly impacting asset retention, revenue durability, and long-term franchise value.
• Proactively identify, quantify, and manage retention risk by managing a forward-looking pipeline of at-risk and due diligence relationships.
• Develop and execute sponsor-level action plans in partnership with Relationship Management to protect assets, strengthen relationships, and uncover growth opportunities.
• Lead all aspects of due diligence events, including RFI/RFP strategy, response execution, finalist presentations, and contract negotiations.
• Design and implement loyalty and engagement programs that enhance client experience and reduce systemic retention risk.

Skills

Retention leadership

Client relationship management

Negotiation

Pricing strategy

RFP/RFI execution

Cross-functional collaboration

Travel up to 40%

Education

Bachelor’s degree

Job description

Manulife/John Hancock in the U.S. seeks a senior Retention Sales Director to protect and grow mid-large retirement plans through proactive retention, risk management, and renewal execution.

You will partner with Relationship Management and internal stakeholders to strengthen loyalty and lead due diligence processes. As strategic quarterback for retention, you will shape client experience across $50m+ corporate and Taft-Hartley plans, manage a forward-looking risk pipeline, and drive high-impact