Relationship Manager – Retirement Plans

Manulife

. Develop strategic, mutually beneficial relationships with advisors, TPAs, plan sponsors, and the John Hancock team .

Posted 9/15/2026full-timeRemote • Louisiana • United StatesMid-LevelSenior💰 $122,325 - $212,030 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in retirement plan products and compliance, with a strong focus on relationship management and business growth strategies. Proven ability to implement retention strategies and optimize asset management for clients in the retirement planning sector.

Highest-signal resume keywords

Retirement Plan LeadershipERISA Compliance ServiceFINRA Series 6 and 63Client Relationship ManagementBusiness Development Strategies

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Retirement Plan ProductsInvestment SelectionPlan DesignAsset MaximizationRFP ManagementBusiness PlanningAccount ConsolidationPlan Retention StrategiesTerritory Business PlanningCompetitive Landscape Analysis

Soft Skills

Positive AttitudeTeam CollaborationCreative Problem SolvingCommunication SkillsResults-Driven Mindset

Certifications & Qualifications

Life Insurance LicenseVariable LicenseAIFAPAAPRChFCCLUCEBSCFACFP

Industry Keywords

TPAPlan SponsorsAdvisorsDCDBNQ MarketsAUMRetirement Plan RetentionRevenue GrowthService Quality

About the role

Key responsibilities & impact

Develop strategic, mutually beneficial relationships with advisors, TPAs, plan sponsors, and the John Hancock team
Establish yourself as a retirement plan leader within the region and a source of creative solutions for advisors
Maintain plan retention and contribute to profitable growth
Identify and position Manulife John Hancock tools and resources to support intermediaries' ongoing service commitments
Work with intermediaries on plan design, investment selection, and ERISA compliance service
Identify plans facing RFPs, competitive threats, or service-quality issues and implement retention strategies
Implement asset maximization and retention strategies to increase participation, deferral rates, and account consolidation
Solicit opportunities during advisor interactions
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 optimizing retention and revenue growth
Help advisors grow their book of business
Schedule time with high-value advisors to support achievement of their goals
Work as a key member of a regional team to drive retirement-plan retention, revenue growth, and asset growth through advisors, sponsors, and participants
Manage a book of business concentrated on clients with $15M–$50M in AUM across corporate, DC, DB, and NQ markets

Requirements

What you’ll need

Three to five years of similar experience
Life insurance and variable licenses as determined for territory
FINRA Series 6 and 63, or ability to obtain within 6 months of hire
Superior business insight related to retirement plan products, the industry, and the competitive landscape preferred
Industry designations such as AIF, APA, APR, ChFC, CLU, CEBS, CFA, CFP, QKA, QPA, QPFC, and RIA are a plus
Passion for contributing to a team with a positive attitude
Driven by practical results and opportunities to offer new ideas and methods, play a supporting role, and assist others
Work from home while covering Oklahoma, Arkansas, western Tennessee, Mississippi, and Louisiana

Benefits

Comp & perks

Incentive programs and incentive compensation tied to business and individual performance
Health insurance
Dental insurance
Mental health benefits
Vision insurance
Short- and long-term disability insurance
Life and AD&D insurance coverage
Adoption/surrogacy benefits
Wellness benefits
Employee/family assistance plans
Retirement savings plans, including pension/401(k) savings plans
Global share ownership plan with employer matching contributions
Financial education and counseling resources
Up to 11 paid holidays
3 personal days
150 hours of vacation
40 hours of sick time, or more where required by law
Statutory leaves of absence
Flexible work environment
Career learning and growth opportunities
Reasonable accommodation during the application process