The Regional Vice President (RVP), Retirement Sales (Mid-Large Market) is a senior, outward-facing sales leader responsible for owning and growing a Mid-Large Market retirement franchise across the Pacific. This role serves as the strategic quarterback for advisor relationships, opportunity prioritization, and Manulife John Hancock’s reputation in the $50M+ retirement plan segment. Covering a defined Pacific territory, the RVP partners with top-tier retirement plan advisors, consultants, and third-party administrators to deliver consultative, ERISA-focused solutions across defined contribution, defined benefit, and non-qualified plans. The RVP drives new business through disciplined territory management, elite advisor segmentation, consistent RFP and finalist execution, and executive-level storytelling. This role offers meaningful impact, broad visibility, and the opportunity to build a market-leading retirement franchise while advancing Manulife John Hancock’s mission of helping people confidently save and invest for retirement.

The Regional Vice President (RVP), Retirement Sales (Mid-Large Market) is a senior, outward-facing sales leader responsible for owning and growing a Mid-Large Market retirement franchise across the Midwest. This role serves as the strategic quarterback for advisor relationships, opportunity prioritization, and Manulife John Hancock’s reputation in the $50M+ retirement plan segment. Covering a defined Midwest territory, the RVP partners with top-tier retirement plan advisors, consultants, and third-party administrators to deliver consultative, ERISA-focused solutions across defined contribution, defined benefit, and non-qualified plans. The RVP drives new business through disciplined territory management, elite advisor segmentation, consistent RFP and finalist execution, and executive-level storytelling. This role offers meaningful impact, broad visibility, and the opportunity to build a market-leading retirement franchise while advancing Manulife John Hancock’s mission of helping people confidently save and invest for retirement.

The National Sales Consultant, Finals & Deal Strategy supports the retirement plan sales organization by executing finalist meeting preparation, deal specific strategy development, deal team coaching, high-quality web-based technology demonstrations, and other established best practices for opportunities in the $10M+ market segment. This role plays a critical part in ensuring consistent, professional finalist experiences that drive advancement and close ratios across mid-large-market opportunities. Reporting to the Head of Sales, this role works in close alignment with the National Sales Director (Finals & Deal Strategy). The National Sales Consultant partners closely with sales, service, marketing, and RFP teams to deliver polished finalist materials, market-leading sales experiences, confident demonstrations, and a disciplined execution of the Sales Playbook.

The position serves as a subject matter expert for a plan compliance administration team and is responsible for delivery of technical administrative services to qualified retirement plans. This position is accountable for ensuring the day-to-day business needs are being met for their own workload. This position will provide associate training, meeting facilitation, and development/implementation of workflow process improvement. This position also supports the daily activity of the team through team standards, answering processing or escalation questions, and acting as subject matter expert as needed to meet team and Retirement Plan division goals.

Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position serves as the retirement Plan expert on testing, 5500, loans and distributions. Additionally, this individual can easily grasp plan design with the ability to assist in plan operation and document updates.

Serve as the technical expert and project manager for the annual funding, accounting, and compliance requirements for defined benefit pension plans.

Responsible for providing support to Lead Specialists for special trading requests, corrections, and transactions, trading for plan transfers in/out, imports from and exports to custodians, share and cash reconciliation, fund mappings and model maintenance, plan disbursements, and other operational recordkeeping activities.

Compliance position that has an advanced understanding of all plan types and facilitates more complex interactions with the Plan Consultants.

The Regional Vice President’s (RVP) primary responsibility is to facilitate the growth of retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms. This is accomplished through promoting both our product options and our alliance partners’ products, advising and assisting Financial Professionals during the prospecting stage, and attending sales calls as requested.

Manages and nurtures relationships with qualified defined contribution retirement plans using our recordkeeping platform. Serves as the primary point of contact for assigned relationships, addresses client escalations, documents procedures, and identifies opportunities for process improvement.

The Account and Client Management supports a portfolio of defined contribution retirement plans (401(k), 403(b), 457) and serves as the primary point of contact for plan sponsors, financial professionals, and TPAs. This position is a subject matter expert responsible for delivering proactive service and strategic support to ensure client satisfaction, retention, and profitability. Collaborate cross-functionally to resolve complex issues, lead client meetings, and drive continuous improvement initiatives. Maintain deep knowledge of retirement plan operations, support internal projects, and mentor new team members.

The position assists with the ongoing administration of tax reporting, account reconciliation, and compliance related to taxes. The incumbent's primary role will be to audit all appropriate withholding tax returns, maintain system withholding and accounting tables, and monitor compliance with all employment tax jurisdictions. Additionally, the incumbent may be responsible for reconciling all payroll related suspense accounts and reporting on outstanding balances regularly. The incumbent will also assist in resolving any tax matters that may arise from a company or associate perspective.

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.