At a Glance
- Tasks: Design bespoke pension and wealth solutions for UK clients, engaging with stakeholders and driving innovation.
- Company: Leading investment firm in London focused on retirement solutions.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Opportunity to mentor junior team members and contribute to innovative projects.
- Why this job: Make a real impact in the retirement sector while collaborating with top professionals.
- Qualifications: 10+ years in pension solutions with strong technical investment knowledge.
The predicted salary is between 80000 - 100000 £ per year.
We are seeking a Senior Solutions Strategist in London to design and commercialise bespoke pension and wealth solutions for UK institutional and intermediary clients. This is a front-office investment solutions role combining deep UK pensions expertise, practical portfolio design capability, and client-facing engagement. The successful candidate will translate complex retirement needs into scalable, investable solutions across DC pensions, private wealth, and intermediary platforms. This role suits a highly motivated self-starter who is comfortable operating at the intersection of investment strategy, client engagement, and product innovation.
Role Overview
The Senior Solutions Strategist will play a central role across the full client lifecycle:
- Sales engagement (pre-mandate): Partner with distribution and institutional teams to engage early with clients, attend meetings, and design tailored investment solutions using the firm’s capabilities.
- Mandate onboarding: Coordinate across Solutions Portfolio Managers, Legal, Compliance, Client Service, Reporting, and Marketing to ensure smooth implementation of new mandates (coordination role, not formal project management).
- Post-sale ownership: Act as the investment solutions lead for client-facing retirement content, including glidepaths, benchmarks, and ongoing portfolio evolution. Represent the investment view in client discussions and bring in internal specialists where required.
Key Responsibilities
- Design and advise on bespoke UK pension and wealth mandates, aligning solutions to client objectives, regulation, and market conditions.
- Lead the translation of client requirements into implementable investment structures across public markets, private assets, and ESG-integrated strategies.
- Drive innovation in retirement solutions in response to market, regulatory, and structural pension changes.
- Maintain deep expertise across:
- UK workplace pensions (DC)
- Private pensions and retirement income design
- CDC frameworks
- UK insurance and bulk annuity markets
- Adviser and intermediary platforms
- Act as the primary investment solutions contact for UK sales and distribution partners.
- Collaborate closely with portfolio managers, risk, product, and research teams to ensure feasibility and scalability of solutions.
- Contribute to thought leadership, research, and product innovation, particularly in retirement, liability-driven investing, ESG, and private markets.
- Lead refinement and enhancement of existing mandates over time.
- Mentor junior team members and contribute to team capability building.
- Where relevant, integrate technology and analytics into retirement solution design in collaboration with internal teams.
Required Experience & Skills
- 10+ years’ experience in pension solutions, retirement strategy, OCIO, or wealth/investment solutions roles within asset management, consulting, or pension funds.
- Proven track record designing complex UK pension mandates, particularly workplace DC and/or retirement income solutions.
- Strong understanding of:
- UK pensions landscape
- CDC structures
- Insurance / bulk annuity market dynamics
- Experience engaging with sophisticated stakeholders including:
- pension trustees
- corporates
- IFAs and intermediary platforms
- Strong technical investment knowledge across multi-asset portfolios, public and private markets, and ESG integration.
- Ability to translate technical investment concepts into clear, client-ready communication.
- Commercial mindset with ability to develop scalable solutions across global investment platforms.
- Strong collaboration skills across investment, product, and distribution teams.
Retirement Solutions Strategist in London employer: Berkeley Croft
As a leading firm in the investment solutions sector, we pride ourselves on fostering a dynamic and inclusive work culture in London that encourages innovation and collaboration. Our employees benefit from extensive professional development opportunities, mentorship programmes, and the chance to engage with high-profile clients, all while contributing to meaningful retirement solutions that make a real difference. Join us to be part of a forward-thinking team that values your expertise and supports your growth in a vibrant city.
StudySmarter Expert Advice🤫
We think this is how you could land Retirement Solutions Strategist in London
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Showcase your expertise! Create a portfolio or presentation that highlights your experience in designing bespoke pension solutions. This will help you stand out during interviews and demonstrate your value to potential employers.
✨Tip Number 3
Practice makes perfect! Prepare for interviews by rehearsing answers to common questions related to retirement solutions and client engagement. The more confident you are, the better you'll perform when it counts.
✨Tip Number 4
Don't forget to apply through our website! We have loads of exciting opportunities waiting for you. Plus, applying directly shows your enthusiasm and commitment to joining our team.
We think you need these skills to ace Retirement Solutions Strategist in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Retirement Solutions Strategist role. Highlight your experience in designing bespoke pension solutions and your understanding of the UK pensions landscape. We want to see how your skills align with what we’re looking for!
Showcase Your Expertise:Don’t hold back on showcasing your deep expertise in UK workplace pensions and retirement income design. Use specific examples from your past roles to demonstrate how you’ve successfully translated complex client needs into scalable investment solutions. This is your chance to shine!
Be Client-Focused:Remember, this role is all about client engagement. Make sure to emphasise your experience in working with sophisticated stakeholders like pension trustees and intermediaries. We love seeing candidates who can communicate technical concepts clearly and effectively!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join the StudySmarter team!
How to prepare for a job interview at Berkeley Croft
✨Know Your Pensions Inside Out
Make sure you brush up on your knowledge of the UK pensions landscape, especially workplace DC and retirement income solutions. Be ready to discuss recent regulatory changes and how they impact investment strategies. This will show that you're not just familiar with the basics but are also engaged with current trends.
✨Showcase Your Client Engagement Skills
Prepare examples of how you've successfully engaged with sophisticated stakeholders like pension trustees or corporate clients. Highlight your ability to translate complex investment concepts into clear, client-ready communication. This will demonstrate your capability in client-facing roles and your understanding of their needs.
✨Demonstrate Your Innovative Thinking
Think about how you've driven innovation in past roles, particularly in response to market changes or client demands. Be ready to share specific examples of bespoke solutions you've designed and how they were implemented. This will illustrate your proactive approach and problem-solving skills.
✨Collaborate Like a Pro
Since this role involves working closely with various teams, prepare to discuss your collaboration experiences. Share instances where you've coordinated with portfolio managers, risk teams, or product specialists to deliver successful outcomes. This will highlight your teamwork skills and your ability to integrate diverse perspectives.
