• Achieve all annual metrics – retention, revenue, customer engagement • Learn Manulife John Hancock Retirement products, features and services and apply as appropriate with a strong focus on investment products • Effectively manage internal and external customer relationships, leverage available resources • Exhibit consultative selling and negotiation skills, optimize product features, plan design and employee retirement readiness • Demonstrate executive presence and subject matter expertise to instill confidence and influence outcomes that align Customer and Manulife John Hancock objectives • Follow all company and department level processes and procedures, including meeting materials preparation and presentation format, travel and expense, CRM documentation and data integrity • Support new sales and market development initiatives

• Manage strategic partner relationships and act as a trusted point of contact for senior stakeholders. • Support the overall success of partnership engagements through proactive account management and stakeholder collaboration. • Oversee operational planning, risk management, and delivery activities across key phases of partner engagements. • Identify, manage, and resolve escalated issues while ensuring timely communication and effective outcomes. • Coordinate cross functional teams to ensure commitments are delivered and activities remain aligned with partnership objectives. • Prepare and present governance reports, business reviews, and performance updates for internal and external stakeholders. • Provide strategic insights and recommendations to improve partnership performance and long-term value creation. • Coach and guide internal teams on effective partner engagement practices and account management approaches. • Develop a deep understanding of partner objectives and identify opportunities to expand support and strengthen relationships. • Contribute to the development and improvement of partnership management processes, systems, and operational frameworks.

• Lead the development of influencer marketing strategies that align with client objectives and deliver measurable ROI. • Build and nurture senior client relationships, positioning Later as a trusted strategic advisor. • Facilitate strategic business reviews and campaign reporting that translate performance into actionable next steps. • Identify expansion and upsell opportunities within accounts, partnering with Sales and Strategy to grow revenue. • Contribute to RFPs and new business pitches by bringing client insights and proven campaign expertise. • Oversee execution of multiple influencer campaigns from kickoff to wrap, ensuring quality, compliance, and measurable impact. • Guide Account Managers in managing day-to-day client communications and executional tasks. • Own campaign budgets, timelines, and deliverables, ensuring projects are on track and aligned with client commitments. • Ensure campaigns meet FTC guidelines and platform standards while maintaining creative excellence. • Monitor campaign KPIs, surface insights, and recommend optimizations to improve performance. • Partner with Social, Strategy, Creator Success, Paid Media, Product, and Sales to deliver seamless integrated campaigns. • Act as the voice of the client and influencer, ensuring feedback informs platform improvements and future strategies. • Collaborate cross-functionally to embed innovation and elevate Later’s reputation with clients and across the industry. • Manage and mentor direct reports, building a high-performing, client-focused team. • Provide coaching, performance feedback, and growth opportunities to Account Managers and Coordinators. • Foster a culture of accountability, collaboration, and continuous learning. • Anticipate risks early and implement proactive solutions that remove blockers for the team. • Stay ahead of industry trends, platforms, and cultural shifts — embedding innovation into client strategies. • Contribute thought leadership to position Later as a market leader in influencer and creator marketing. • Build and maintain internal processes that guarantee compliance and operational excellence across accounts.

• The Sr. Director Lead Partnerships will lead the partner management for consumer relationships with a focus on growing the program. • You will influence and develop a dynamic and in-depth partnership planning, tracking, and reporting framework to keep partners engaged. • Lead marketing activities and own marketing performance with BHG partnerships. • Develop in-depth co-marketing proposals, from concept to contract, that drive value for the company. • Identify and source third-party opportunities in partnership with colleagues on the Marketing, Sales, and Analytics Team. • Meticulously own multiple projects; ensuring clearly articulated strategies with flawless execution.