Relationship Manager - Core market

Manulife•New York, MA

11d•$82,000 - $142,100•Remote

About The Position

This role offers the opportunity to manage and grow strategic customer relationships within Manulife John Hancock Retirement. The Relationship Manager acts as a trusted advisor and customer advocate, aligning customer objectives with business goals while driving satisfaction, loyalty, and profitability. Through consultative selling and industry expertise, this role contributes meaningfully to customer outcomes and to the broader Strategic Relationship Management team. The position provides exposure to senior stakeholders, complex client environments, and opportunities to influence retirement readiness strategies.

Requirements

Valid Driver’s License
FINRA Series 6 or 7, and 63 or 66, State Insurance licensing, or ability to obtain required licenses within 6 months
Experience in retirement, financial services, or institutional relationship management
Proven track record managing strategic or complex customer accounts
Experience influencing senior-level customer and internal stakeholders
Understanding of retirement plan design and employee financial wellness strategies
Ability to develop strategy, set goals, and pivot effectively in dynamic environments
Demonstrated initiative, motivation, accountability, and resilience in a changing environment
Strong consultative selling and negotiation skills
Ability to analyze complex customer relationships and execute against strategic goals
Strong business acumen, executive presence, and communication skills
Proven ability to build rapport and partner effectively with internal and external stakeholders

Responsibilities

Develop and maintain effective relationships with Customers
Exhibit strategic relationship management and consultative selling
Optimize Customer satisfaction and loyalty by aligning Customer objectives with Manulife John Hancock business targets
Serve as an advocate for the Customer and act as an industry expert
Contribute in meaningful ways to the broader Strategic Relationship Management team and the John Hancock organization
Achieve all annual metrics – retention, customer profitability, and engagement
Learn Manulife John Hancock Retirement products, features, and services and apply as appropriate
Effectively manage internal and external customer relationships and leverage available resources
Exhibit consultative selling and negotiation skills; optimize product features, plan design, and employee retirement readiness
Demonstrate executive presence and subject matter expertise to instill confidence and strategically influence outcomes that align Customer and Manulife John Hancock objectives
Follow all company and department-level processes and procedures, including meeting materials preparation and presentation format, travel and expense, CRM documentation, and data integrity
Support new sales and market development initiatives