The Opportunity

The Plan Implementation Manager (PIM) will apply their knowledge, experience, and understanding of U.S. retirement regulations and operations to support and deliver a best-in-class customer experience while managing the relationship, set-up and investment mapping of client assets on our platform. The PIM is accountable for project management and onboarding of new retirement accounts to the Open Architecture (OA) platform at John Hancock.

The PIM will coordinate internally with our data, payroll and ERISA teams to ensure that key milestones are completed on time and will work alongside the Technical Specialist (TS) to ensure that data and plan set-up is completed with a high degree of accuracy.  

This is a Hybrid opportunity in either our Boston, Toronto, Waterloo, or Halifax offices (Tues, Wed, Thurs in office, Mon & Fri WFH).

                                                                                                                

Responsibilities

• Build and maintain new relationships throughout the entire post-sale, implementation process including Plan Amendments.
• Ability to handle a full caseload of any size cases with varying complexities, managing different conversion options, and supporting the OA, Defined Contribution bundled and unbundled product.
• Lead all project updates and communication with external parties.
• Deliver required communications and documentation to the client; drafting or amending appropriately when needed.
• Support TS call to review data integrity and analysis with Plan Sponsors, Financial Advisors and TPAs.
• Participate in Plan Specifications meetings and ensure the Plan Specifications document is signed for plan set-up.
• Review web testing results from Plan set-up team.
• Assist with the final quality review in preparation for handoff to ongoing service teams.
• Provide oversight and ownership of the processing of large financial transactions.
• Identify and support training and developmental needs of the department.
• Support, facilitate, and influence process improvement initiatives and strategies including work on small and large scale projects.
• Serve as a change leader and seek continuous improvement opportunities and work to close process gaps.

How will you create impact?

The PIM will report into the Manager, Plan Implementation. During the implementation process the PIM handles all external communication to keep the Plan Sponsor, Financial Advisor, and TPA (when applicable) updated on the status of the project.  

What motivates you?

• You obsess about customers, listen, engage, and act for their benefit.
• You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
• You thrive in teams and enjoy getting things done together.
• You take ownership and build solutions, focusing on what matters.
• You do what is right, work with integrity and speak up.
• You share your humanity, helping us build a diverse and inclusive work environment for everyone.

                                                      

What we are looking for

• Experience in the OA marketplace as a Plan Implementation Manager.
• Proven knowledge of U.S. retirement regulations and operations.
• ​401k certification is an asset.
• Excellent customer service and communication skills (verbal and written).
• Ability to build and maintain relationships while focusing on professionalism.
• Excellent knowledge of workflows, procedures and the functionalities, complexities and limitations of our systems.
• Expert problem solving, analytical, judgment and decision-making skills.
• Ability to effectively articulate processes and procedures.
• Effective time management and ability to multi-task, organize and prioritize.

                                                                                                                

Key Challenges

• Dealing with and balancing multiple competing items/tasks of high priority.
• Reviewing, updating, and communicating procedures and controls that are fluid.
• Providing leadership and a thoughtful problem-solving approach to current challenges and future progress.
• Delivering focused communications within project teams.
• Adapting to and supporting upcoming process improvement initiatives.
• While guidance may be sought from leadership, the incumbent is accountable for determining their own course of action in most situations.

What can we offer you?

• A competitive salary and benefits packages.
• A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
• A focus on growing your career path with us.
• Flexible work policies and strong work-life balance.
• Professional development and leadership opportunities.

Our commitment to you

• Values-first culture: We lead with our Values every day and bring them to life together.
• Boundless opportunity: We create opportunities to learn and grow at every stage of your career.
• Continuous innovation: We invite you to help redefine the future of financial services.
• Delivering the promise of Diversity, Equity, and Inclusion: We foster an inclusive workplace where everyone thrives.
• Championing Corporate Citizenship: We build a business that benefits all stakeholders and has a positive social and environmental impact.

#LI-Hybrid 

#M-CA-IN-CM 

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

Boston, MassachusettsHybrid

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.)