The Implementation Technical Specialist contributes to the overall success of Conversion projects by managing the data analysis/validation and financial reconciliation on the recordkeeping system.

Individual Responsibilities:

• Participate in internal and external conversion project team meetings.

• Maintain a good working relationship with our clients.

• Review plan set up in PARTS+ based on Plan Specifications Summary, Plan Documents and other supporting documents.

• Review and analyze both Preliminary and final data from the prior recordkeeper, work with client to address gaps/issues.

• Validate and reconcile fund and source mapping.

• Coordinate with assigned Project Manager to communicate and confirm Plan and Participant data integrity and analysis findings with Plan Sponsors, TPAs and Financial Advisors.

• Oversee and execute Asset Transfer process including final financial auditing of asset transfer information.

• Initiate cash accounting/trades and exchanges.

• Validate participant vesting, eligibility, service crediting.

• Review and reamortize loans.

• Assist with processing participant level transactions during conversion.

• Ensure process and procedure is followed and deadlines are met.

• Attend training as required to stay current with system and product enhancements and process changes or improvements.

• Serve as a change leader to support, facilitate, and influence technical improvement initiatives and strategies.

• Manage a caseload of smaller less complex projects that support the Open Architecture, Defined Contribution unbundled product as well as support team members with more complex projects and other assigned responsibilities.

Preferred Qualifications:

• Bachelor’s degree preferred or Equivalent work experience specifically with Defined Contribution plan implementation, project management, or related industry experience.

• Strong project management skills; communication, presentation, client relationship, solutioning and leadership.

• Advanced business insight and emotional intelligence.

• Ability to multi-task and work in a high volume, deadline-oriented environment.

• Understand Employee Retirement Income Security Act (ERISA) compliance issues, possess plan document translation ability and have had exposure to government reporting requirements for DC plans.

• Demonstrated ability to apply technical industry knowledge to day-to-day issues and can adapt to changing technology.

• Word, Advanced Excel knowledge, PowerPoint, Outlook

• Parts+ and Parts.next

• Salesforce experience a plus.

• Experience with Taft-Hartley Plans a plus.

• ASPPA or CEBS designations or courses will be considered very favorably.

• Outstanding oral and written communication skills and interpersonal skills

• Demonstrated ability to work in a team environment.

• Demonstrated ability to multi-task and work in high volume, deadline oriented, fast paced environment.

• Candidate must be detail oriented resulting in quality work.

• Strong analytical/problem solving skills.

• A keen desire to learn.

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

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 [email protected].

Primary Location

USA, Massachusetts - Full Time RemoteRemote

Salary range is expected to be between

$58,875.00 USD - $98,125.00 USD

If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. 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. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

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.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency

Company: John Hancock Life Insurance Company (U.S.A.)