Transition Relationship Manager

Date Posted: 25/10/2023

Location: Reigate

Job Type: Full time

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Job Title: Client Relationship Transition Manager (DB)
Location: London/Reigate/Remote with travel
Full Time – 35 hours


The Role
We are currently recruiting for a Client Relationship Transition Manager to work in our Defined Benefits team. Based in either London, Reigate or remotely with travel, you will be responsible for smooth and successful transition and implementation of schemes that transact with us. This role has been created to support 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. 

  • 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 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 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)

  • 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

Skills and Experience

  • Essential: Experienced within the DB Pensions or the DB De-risking Market, with knowledge of buy-ins and buy outs or general de-risking

  • Experience of relationship management and/or project management (attained or working towards project management qualifications desirable, e.g. Prince 2, Agile, APM)

  • Able to `Project Manage’ transactions through to conclusion by effectively partnering with Scheme Trustees and EBCs.

  • 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

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