Senior ERISA Consultant - Remote at John Hancock in Westwood, Massachusetts

Job Description:

Are you looking for unlimited opportunities to develop and succeed?  With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.

Job Description

Director, Senior ERISA Consultant

Job Profile Summary :

The ERISA Consultant is assigned as:

• A dedicated resource for TRS defined contribution plan clients (Regional ERISA Consultant), or


• A pooled resource for Enterprise Bundled defined contribution plan clients (National ERISA Consultant),

and has overall responsibility within John Hancock RPS to help their clients stay in compliance with ERISA and the Internal Revenue Code and ensure that their clients retirement programs are meeting their needs and the needs of their employees.

Individual Responsibilities:

• Participate in client meetings, service team meetings, and onboarding meetings subject to service model guidelines


• Generate professional service revenue (1) to meet or exceed assigned revenue goals or (2) to significantly contribute to team revenue goal


• Review and maintain plan documents to ensure compliance with regulations, John Hancock RPS operations and evolving plan design


• Consult with clients on complex compliance matters and to provide plan design recommendations and legislative updates


• Serve as a SME to other team members and departments on ERISA matters


• Participate on John Hancock RPS project teams


• Participate in RPS Sales Finals


• Provide training classes to internal and external clients


• Provide thought leadership via plan sponsor/advisor/TPA webinars and/or whitepapers and viewpoints on topical items in the retirement industry

Job Requirements:

• 20+ years of defined contribution experience


• Strong ERISA knowledge


• Strong 409A knowledge


• Ability to generate revenue


• Willingness to travel overnight (8-12 business trips per year)


• Strong analytical and research skills


• Excellent communication skills


• Ability to work well under pressure and meet deadlines


• Ability to make presentations to clients/prospects on telephone and in person


• Industry relevant designation such as ASPPA or CEBS and/or law degree preferred (or willingness to obtain within 6 months of hire)

If you are ready to unleash your potential, its time to start your career with Manulife/John Hancock.

About Manulife

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2019, we had more than 35,000 employees, over 98,000 agents, and thousands of distribution partners, serving almost 30 million customers. As of September 30, 2020, we had $1.3 trillion (US$943 billion) in assets under management and administration, and in the previous 12 months we made $31.2 billion in payments to our customers. Our principal operations are in Asia, Canada and the United States where we have served customers for more than 155 years. We trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.

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 recruitment@manulife.com .

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