Hiring: Relationship Manager, Retirement Plans Company: Manulife Location: Knoxville, TN Job Posted Time: 2026-09-15 17:59:41 Employment Type: Full-time Target Skills & Keywords: Retirement Plans, Relationship Management, ERISA Compliance, Plan Design, Investment Selection, Asset Maximization, Plan Retention, Revenue Growth, Territory Business Plan, FINRA Series 6 & 63, Life Insurance License, Variable License, AIF, APA, APR, ChFC, CLU, CEBS, CFA, CFP, QKA, QPA, QPFC, RIA, DC, DB, NQ, TPA, Advisors, Plan Sponsors Experience: - Three to five years of similar experience - Proven track record in retirement plan relationship management or a closely related field Required Skills: - Develop strategic, mutually beneficial relationships with advisors, TPAs, plan sponsors, and internal teams - Serve 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 the best tools/resources to support key intermediaries' ongoing service commitments - Ensure quality ongoing service related to plan design, investment selection, and ERISA compliance - Identify at-risk plans (RFP, competitive threats, service quality issues) and implement retention strategies - Implement asset maximization and retention strategies to drive participation, deferral rates, and account consolidation - Solicit opportunities during advisor interactions - Conduct plan reviews and business planning meetings - 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 in accordance with the annual business plan Qualifications: - Life insurance and variable licenses as determined for territory - FINRA Series 6 and 63; or ability to obtain within 6 months of hire - Industry designations such as AIF, APA, APR, ChFC, CLU, CEBS, CFA, CFP, QKA, QPA, QPFC, RIA are a plus - Passion for contributing to a team with a positive attitude - Driven by practical results, opportunities to offer new ideas and methods, and assisting others with intention - Superior business insight related to retirement plan products, the industry, and the competitive landscape preferred Compensation: Not specified in the job posting. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don’t miss this opportunity to join a forward-thinking team!