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