Head of Onboarding
5 months ago
Pension Insurance Corporation is recruiting for a Head of Onboarding to join its Customer Operations function in a newly created appointment.
As Head of Onboarding, you will be responsible for leading the bulk purchase annuity onboarding team, which will include coordinating the team as it provides analysis, planning and implementation support for PIC’s onboarding of bulk purchase annuity schemes.
You will ensure that the team has effective communication, collaboration and coordination across PIC’s business units when assessing, planning and onboarding large/complex schemes, and create the implementation run books to enable onboarding of the large/complex schemes. Your responsibilities will entail:
- Leadership and management of the Onboarding Team
- Close alignment with all of PIC’s business units to ensure appropriate communication, collaboration and co-ordination
- Ensure clear and regular communication to our Business Units regarding the pipeline lookahead of schemes / potential schemes including scheme specific complexities
- Ensure regular and timely assessment of scheme complexities with business units including ensuring a feedback loop to our Origination team
- Ensure formal scheme ‘do-ability’ assessments are conducted and aligned across all Business Units
- Cultivate strong and trusted relationships with all PIC business units
- Oversee the production of Implementation Run Books for large/complex schemes and the associated resource and activity planning in each Business Unit
- Coordinate the implementation of large and/or complex schemes
- Lead the detailed solutionising, planning and delivery of scheme complexities
- Working with Origination, Business Units and Enterprise Architecture ensure that complexities such as complex assets or operational capabilities/impacts are identified and addressed
- Identify, coordinate and implement key “Day 2” non-BAU items
- Ensure close alignment with the change portfolio (risks, dependencies, resource etc.)
- Run the pan-business onboarding working group meetings
- Create, design and facilitate implementation meetings specific to each deal so as to track and drive scheme onboarding
**Requirements**:
**Essential**:
- BPA (bulk purchase annuities) or on-boarding experience / background
- Project Management experience
- Good analytical and problem-solving skills
- Excellent interpersonal skills with the ability to communicate at all levels within the business competently and effectively whilst building rapport
- Self-motivated with the ability to work as part of a wider team
- Operate well under pressure
**Desirable**:
- BPA onboarding experience
- Pensions Operations experience
- Investments experience
**Benefits**
In addition to a competitive base salary and the opportunity to participate in our annual, performance-related bonus plan, upon joining us here at Pension Insurance Corporation, you’ll get access to some great benefits, including private medical insurance, 28 days' annual leave (excluding bank holidays), a generous pension scheme and much more. This role also offers hybrid working.
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