Client Implementation Manager

2 weeks ago

United Kingdom Legal & General Full time

Legal & General is one of Europe’s largest asset managers, providing clients and partners with complex, responsible investment solutions, across public and private markets. As a global investor, we are present where our clients most need us – from Hong Kong and Singapore, to Chicago and major European financial hubs.

Created by combining our investment management (LGIM) and asset origination (LGC) capabilities, our Asset Management division works with our Institutional Retirement and Retail divisions to benefit our clients and customers – which include individual savers, pension scheme members and global institutions – and deliver enhanced shareholder returns.

Joining us means becoming part of a market-leading team, with capabilities across the full spectrum of asset classes, with an enduring commitment to responsible investment and creating long-term, sustainable value for our clients and partners.

Job Description

We’re recruiting for a  Client Implementation Manager for our award winning DC pension business line. You will be responsible for supporting the growth and retention of LGIM’s Corporate business by providing a comprehensive service to the Corporate Implementation Team, Client Relationship Teams and agreed clients using effective project management methodology, organisation and communication approaches

What you'll be doing:

  • Supporting the process for transfer business providing support for clients to be able to move assets into LGIM, this includes all DC workplace products and IOP activity as required
  • Supporting the production of appropriate documentation demonstrating how projects are being managed, and leading on this for agreed clients. Supporting the relevant teams by arranging project meetings, preparing agendas, facilitating and documenting actions and lead on this for agreed clients.
  • Working closely in support of other DC Pensions Distribution team colleagues where required to assist in maximising new business opportunities at tender, beauty parade and site visit stages with the production of opportunity specific project documentation and supporting beauty parades and site visits as agreed.
  • Liaising with DC Workplace Operations, Communication, and Change colleagues, supporting and overseeing as required all aspects of the project process, supporting and leading on work streams where required.
  • Supporting effective communication with all parties involved with the implementation – both external and those internal to LGIM and ensuring roles and accountabilities are understood - This may necessitate the supporting and maintenance of both internal and external facing project plans.
  • Reviewing the project plans, transition process maps and other relevant project management templates so that they are developed and maintained, improving quality and efficiency. Keeping divisional MI relating to agreed projects up to date in real time via Salesforce.
  • Holding post implementation reviews with agreed clients, ensuring feedback is collated and shared appropriately for use on improving the approach and relevant testimonial use. Facilitating lessons learnt sessions with all parties involved as required.
  • Ensuring customers receive appropriate information about all relevant products that are discussed, including those outside of the advisers remit, with detailed explanations being given of all documents provided that relate to products / propositions recommended. Implementing the distribution strategy aligned to the target market and monitor sales to ensure they are being made to the identified target market. Identify and escalate sales made outside the target market, as appropriate.

Qualifications

Who we're looking for:

  • Experience and knowledge of workplace pension product solutions and marketplace.
  • Professional qualifications or working towards them in relation to the role are desirable - Prince2 Practitioner.
  • Demonstrable communication skills, the ability to articulate and convey information in a clear and compelling manner in writing and in person.
  • Excellent Microsoft Office Skills.
  • Confident, willing to take initiative and a team player.
  • Ability to build good working relationships with professionals across the business, internally and externally.
  • Highly organised. Able to deal with multiple tasks at the same time.
  • Excellent attention to detail and focusses on improving business performance through exceptional content.

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

  • The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes
  • Generous pension contribution
  • Life assurance
  • Private medical insurance (permanent employees only)
  • At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
  • Competitive family leave
  • Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice
  • There are the many discounts we offer – both for our own products and at a range of high street stores and online
  • In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart

Additional Information

Legal & General is a leading financial services group and major global investor, named Britain’s Most Admired Company in 2023, for the second year running. Rated top in our sector and top for inspirational leadership, we have a strong heritage and an exciting future.

We aim to build a better society for the long term by investing our customers’ money in things that make life better for everyone.

If you join us, you’ll be part of a welcoming culture, with opportunities to collaborate with people of diverse backgrounds, views and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We strive to be open, mindful and inclusive, so are always willing to discussing flexible working arrangements and reasonable accommodations for candidates with specific needs.

If you’re open to find out more, we'd love to hear from you.

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