$122K - $212K/yr
The position will focus on achieving retirement plan retention, growth in revenue and assets ... The Relationship Manager is an advocate for the Customer, an industry expert and contributes in ...
$122K - $212K/yr
The position will focus on achieving retirement plan retention, growth in revenue and assets ... The Relationship Manager is an advocate for the Customer, an industry expert and contributes in ...
$122K - $212K/yr
The position will focus on achieving retirement plan retention, growth in revenue and assets ... The Relationship Manager is an advocate for the Customer, an industry expert and contributes in ...
Concord, NC ยท On-site +1
$122K - $212K/yr
The position will focus on achieving retirement plan retention, growth in revenue and assets ... The Relationship Manager is an advocate for the Customer, an industry expert and contributes in ...
Concord, NC ยท On-site +1
$122K - $212K/yr
The position will focus on achieving retirement plan retention, growth in revenue and assets ... The Relationship Manager is an advocate for the Customer, an industry expert and contributes in ...
Buffalo, NY ยท On-site
$54K - $90K/yr
Overview: Provides relationship management oversight of assigned institutional client accounts ... Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan ...
Buffalo, NY ยท On-site
$54K - $90K/yr
Overview: Provides relationship management oversight of assigned institutional client accounts ... Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan ...
Irvine, CA ยท On-site
EBizCharge is looking for a positive, energetic, and self-motivated Relationship Manager. The ... Retirement 401(k) plan with company match. * Gym access, dry cleaners, car wash conveniently ...
Irvine, CA ยท On-site
EBizCharge is looking for a positive, energetic, and self-motivated Relationship Manager. The ... Retirement 401(k) plan with company match. * Gym access, dry cleaners, car wash conveniently ...
Buffalo, NY ยท Hybrid
$54K - $90K/yr
Overview: Provides relationship management oversight of assigned institutional client accounts ... Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan ...
Buffalo, NY ยท Hybrid
$54K - $90K/yr
Overview: Provides relationship management oversight of assigned institutional client accounts ... Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan ...
New York, NY ยท On-site
Relationship Manager Fiduciary Trust International is hiring a Relationship Manager to join our New ... Provide advice for retirement planning and philanthropic planning; implementation of charitable ...
New York, NY ยท On-site
Relationship Manager Fiduciary Trust International is hiring a Relationship Manager to join our New ... Provide advice for retirement planning and philanthropic planning; implementation of charitable ...
Daytona Beach, FL ยท On-site
You will also be able to participate in a 401k retirement program. โข Professional Development ... Client Relationship Management : Build and maintain strong, long-term relationships with clients ...
Daytona Beach, FL ยท On-site
You will also be able to participate in a 401k retirement program. โข Professional Development ... Client Relationship Management : Build and maintain strong, long-term relationships with clients ...
Buffalo, NY ยท Hybrid
$54K - $90K/yr
Overview: Provides relationship management oversight of assigned institutional client accounts ... Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan ...
Buffalo, NY ยท Hybrid
$54K - $90K/yr
Overview: Provides relationship management oversight of assigned institutional client accounts ... Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan ...
Saint Petersburg, FL ยท On-site
Relationship Management * Serve as the primary relationship owner for a portfolio of Dynasty ... Retirement plan 401(k) * 401(k) matching * Paid Time Off * FSA/HSA benefits plans * Disability ...
Saint Petersburg, FL ยท On-site
Relationship Management * Serve as the primary relationship owner for a portfolio of Dynasty ... Retirement plan 401(k) * 401(k) matching * Paid Time Off * FSA/HSA benefits plans * Disability ...
You will also be able to participate in a 401k retirement program. Professional Development : You ... Client Relationship Management : Build and maintain strong, long-term relationships with clients ...
You will also be able to participate in a 401k retirement program. Professional Development : You ... Client Relationship Management : Build and maintain strong, long-term relationships with clients ...
Winter Park, FL ยท On-site
... for retirement, education, legacy, and other life goals through investment advice and guidance ... Relationship Managers further develop and enhance existing client relationships. They spend the ...
Winter Park, FL ยท On-site
... for retirement, education, legacy, and other life goals through investment advice and guidance ... Relationship Managers further develop and enhance existing client relationships. They spend the ...
Farmington Hills, MI ยท On-site
As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable ... and retirement-related financial activities and the rules and regulations of numerous self ...
Farmington Hills, MI ยท On-site
As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable ... and retirement-related financial activities and the rules and regulations of numerous self ...
Daytona Beach, FL ยท On-site
You will also be able to participate in a 401k retirement program. ยท Professional Development ... Client Relationship Management : Build and maintain strong, long-term relationships with clients ...
Quick apply
Daytona Beach, FL ยท On-site
You will also be able to participate in a 401k retirement program. ยท Professional Development ... Client Relationship Management : Build and maintain strong, long-term relationships with clients ...
Farmington Hills, MI ยท On-site
As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable ... and retirement-related financial activities and the rules and regulations of numerous self ...
Farmington Hills, MI ยท On-site
As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable ... and retirement-related financial activities and the rules and regulations of numerous self ...
Relationship Manager Fiduciary Trust International is hiring a Relationship Manager to join our New ... Provide advice for retirement planning and philanthropic planning; implementation of charitable ...
Relationship Manager Fiduciary Trust International is hiring a Relationship Manager to join our New ... Provide advice for retirement planning and philanthropic planning; implementation of charitable ...
Winter Park, FL ยท On-site
... for retirement, education, legacy, and other life goals through investment advice and guidance ... Relationship Managers further develop and enhance existing client relationships. They spend the ...
Winter Park, FL ยท On-site
... for retirement, education, legacy, and other life goals through investment advice and guidance ... Relationship Managers further develop and enhance existing client relationships. They spend the ...
Walnut Creek, CA ยท On-site
... for retirement, education, legacy, and other life goals through investment advice and guidance ... Manages aspects of the client relationship process, including client onboarding and resolving ...
Walnut Creek, CA ยท On-site
... for retirement, education, legacy, and other life goals through investment advice and guidance ... Manages aspects of the client relationship process, including client onboarding and resolving ...
Manhattan, NY ยท On-site +1
$139K - $187K/yr
What You'll Do As a Relationship Manager within our TPA Customer Care area, you will play a pivotal ... Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement ...
Manhattan, NY ยท On-site +1
$139K - $187K/yr
What You'll Do As a Relationship Manager within our TPA Customer Care area, you will play a pivotal ... Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement ...
Lexington, MA ยท On-site
... for retirement, education, legacy, and other life goals through investment advice and guidance ... Relationship Managers further develop and enhance existing client relationships. They spend the ...
Lexington, MA ยท On-site
... for retirement, education, legacy, and other life goals through investment advice and guidance ... Relationship Managers further develop and enhance existing client relationships. They spend the ...
Oaks, PA ยท Hybrid
Develop relationships with advisors and fund managers * Drive consultative sales of alternative ... a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles ...
Oaks, PA ยท Hybrid
Develop relationships with advisors and fund managers * Drive consultative sales of alternative ... a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles ...
$28K - $38.2K
6% of jobs
$38.2K - $48.5K
15% of jobs
$50.4K is the 25th percentile. Wages below this are outliers.
$48.5K - $58.7K
19% of jobs
The median wage is $67K / yr.
$58.7K - $68.9K
12% of jobs
$68.9K - $79.1K
6% of jobs
$79.1K - $89.4K
9% of jobs
$99K is the 75th percentile. Wages above this are outliers.
$89.4K - $99.6K
9% of jobs
$99.6K - $109.8K
6% of jobs
$109.8K - $120K
10% of jobs
$120K - $130.3K
6% of jobs
$130.3K - $140.5K
2% of jobs
$28K
$80.7K
$140.5K
| Aspect | Retirement Relationship Manager | Financial Advisor |
|---|---|---|
| Credentials | Certifications like CFP, Series 7/66 often preferred | CFP, CFA, Series 7/66 commonly required |
| Work Environment | Banking or financial institution focusing on retirement products | Independent or firm-based, covering broad financial planning |
| Employer & Industry | Financial institutions, banks, retirement service providers | Financial planning firms, independent advisors, banks |
Retirement Relationship Managers primarily focus on managing retirement accounts and products within financial institutions, emphasizing client retention and product sales. Financial Advisors offer comprehensive financial planning services, including retirement, investments, and estate planning. While both roles require similar certifications and work in financial environments, their scope and client focus differ, with Retirement Relationship Managers specializing in retirement solutions within banking settings.

$122K - $212K/yr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 3 days ago
This position is available in Manulife John Hancock's Mid/Large corporate segment and while a regional approach and coverage is preferred, the ideal candidate should be flexible to travel outside of their region as well. The position will focus on achieving retirement plan retention, growth in revenue and assets through informed and loyal advisors, sponsors, and participants. The preferred candidate will have strong investment industry and product knowledge and experience integrating these solutions into existing relationships.
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. In addition to defined contribution plans, experience with non-qualified deferred compensation and defined benefit plans is preferred.
The book of business will be focused on clients greater than $50M in AUM. Depending on experience, client size could be up to $1B in AUM.
Key Accountabilities:
Achieve all annual metrics - retention, revenue, customer engagement
Learn Manulife John Hancock Retirement products, features and services and apply as appropriate with a strong focus on investment products
Effectively manage internal and external customer relationships, 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 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
Job Requirements:
Bachelors Degree in related field preferred
7-10 years of Financial Services industry experience
Demonstrate initiative, motivation and accountability
Expert consultative selling and negotiation skills
Ability to analyze complex relationships and complete goals
Strong business insight and presence
Ability to clearly communicate, build rapport and effectively partner with internal and external business partners.
Demonstrate flexibility and resilience in a changing environment
Develop strategy, goals and display the capability to adjust, regardless of obstacles or circumstances
License Requirements
Successful completion of SIE
Hold FINRA Series 6 or 7, 63 or 66
State Insurance license
When you join our team:
We'll empower you to learn and grow the career you want.
We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, we'll support you in shaping the future you want to see
#LI-JH
The role being advertised is an existing vacancy.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com.
Referenced Salary Location
USA, Georgia - Full Time RemoteWorking Arrangement
Salary range is expected to be between
$122,325.00 USD - $212,030.00 USDEmployees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.
Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.
Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify
Company: John Hancock Life Insurance Company (U.S.A.)