Client Relationship Transition Manager Db

**About Us**

We're a specialist UK financial services group focusing on attractive segments of the UK retirement income market. But guess what, we're not your traditional financial services company and we're not just looking for traditional financial services people.

We need agile operators, who can quickly find solutions and are committed to doing the right thing for our customers. To fulfil our purpose to help people achieve a better later life.

In 2021 we were named as one of the UK's 100 Best Large Companies to work for and accredited as a 2 star organisation, representing outstanding levels of engagement. Alongside these we were also recognised as one of the Financial Services' 30 Best Companiesto Work For, London's 75 Best Large Companies to Work For, South East's 100 Best Companies to Work For and Northern Ireland's 10 Best Companies to Work For. We're extremely proud to have achieved this against the backdrop of the pandemic and the many challengesit posed to our colleagues and customers.

**The Role**

We are currently recruiting for a Client Relationship Transition Manager to work in our Defined Benefits team. You will be responsible for smooth and successful transition and implementation of schemes that transact with us. This role has been created tosupport the growth and ambition of our business; you would do this by:

- Working primarily with scheme administrators and will be responsible for a number of transitions at any one time, of varying sizes and complexity, ensuring that all parties involved in each project are aware of their responsibilities and deliver accordingly.
- Providing strong and consistent stakeholder management, setting clear and agreeable timescales and expectations with both internal & external stakeholders.
- Having the confidence and willingness to challenge when necessary or when we are in danger of breaching these agreed SLAs.
- Being responsible for the analysis and collation of accurate and validated data.
- Building strong relationships with clients such as EBCs, Trustees and Pensions Managers and support them with further de-risking opportunities by attending Trustee meetings, meeting with clients face to face and offering general support and training.
- Working alongside our current Client Relationship Transition Mangers and will be reporting into an energetic and lively team, where you will be required to occasionally travel (within the UK) to meet with clients and your colleagues.

**Examples of further key activities**:

- Project manage all transactions from exclusive appointment, or earlier if required, ensuring timely completion of all tasks in line with client and business expectations and hold client to account to deliver data and other items on time.
- Be responsible for obtaining, validating and checking data received during the data cleanse period to ensure smooth handover to the Implementation team.
- Communicate progress, issues and next steps to key stakeholders involved in the transaction, such as trustees and administrators
- Support the Business Development Managers with transition/data cleanse related queries including provision of transition timelines
- Support the Senior Business Development Manager with management of clients, including discussing how we can support them throughout their de-risking journey, and attendance at Trustee board meetings (where appropriate)
- Communicate and agree operational tasks for all schemes in transition such as movement reporting and payroll funding with client, agreeing non-standard processes internally before implementing with clients
- Work with the DB Operations team to handle trustee queries during transition process, until schemes handed over to BAU, supporting the Implementation Managers with operational tasks such as payroll funding, member calculations and reinsurance reporting
- Provide regular MI on transition progress and updates to Senior Business Development Manager, Director of Business Development and Director of DB Operations, ensuring delays and issues are flagged in a timely manner

**Skills and Experience**
- Experienced within the Life and Pensions Industry within DB Pensions or the DB De-risking Market, with knowledge of buy-ins and buy outs or general de-risking is**essential**:

- Experience of relationship management and/or project management (attained or working towards project management qualifications desirable, e.g. Prince 2, Agile, APM) is **essential**:

- Able to 'Project Manage' transactions through to conclusion by effectively partnering with Scheme Trustees and EBCs.
- Able to work under pressure to achieve objectives within agreed timescales, without compromising accuracy and quality.
- Extremely organised, with the ability to make intelligent decisions when faced with competing priorities.
- Excellent at both verbal and written communication, with great interpersonal skills and the ability to communicate at all levels.
- Self-motivated with a high level of initiative/drive.
- Proficient in Microsoft Excel; with the ability to analyse and check data accordingly and efficiently whilst explaining issues to clients in a clear and appropriate manner.
- A strong negotiator, with good influencing skills, and the ability to handle conflicting priorities with internal and external stakeholders

**Working for us, you get Just rewards**
- A Competitive Salary, Pension Scheme and Life Assurance
- 25 Days Annual Leave plus an Additional Day on us for your Birthday
- Private Medical Cover and Income Protection, just in case
- A generous and highly achievable bonus scheme - paid annually based on individual and company performance against targets
- Opportunity to progress within your career both in-role and within the company
- FREE access to the Headspace App, a 24/7 Employee Assistance Helpline and Trained Physical & Mental Health First Aiders (On-Site)
- A variety of Employee Funded Benefits available to you via our Online Benefits Portal
- Plus, several additional purchase options available for you and your loved ones