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For Companies At a Glance
- Tasks: Design tailored investment solutions and engage with clients throughout their lifecycle.
- Company: Leading asset management firm focused on innovative retirement solutions.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Dynamic team environment with mentorship opportunities and career advancement.
- Why this job: Make a real impact in the retirement sector while collaborating with top industry experts.
- Qualifications: 10+ years in pension solutions and strong technical investment knowledge required.
The predicted salary is between 80000 - 100000 £ per year.
Role Overview
The Senior Solutions Strategist will play a central role across the full client lifecycle:
- 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).
- 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.
- 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 CDC structures and insurance/bulk annuity market dynamics.
- Experience engaging with sophisticated stakeholders including 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 employer: Berkeley Croft
Contact Detail:
Berkeley Croft Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Retirement Solutions Strategist
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, webinars, or even casual meet-ups. The more you engage with potential employers and industry peers, the better your chances of landing that Retirement Solutions Strategist role.
✨Showcase Your Expertise
When you get the chance to chat with hiring managers or during interviews, make sure to highlight your experience with UK pension mandates and retirement strategies. Share specific examples of how you've designed bespoke solutions that align with client objectives – this will set you apart!
✨Be Ready for Technical Questions
Brush up on your knowledge of CDC structures, insurance markets, and ESG integration. You might face some tough questions, so being prepared will show that you're not just a candidate, but a knowledgeable strategist ready to tackle complex challenges.
✨Apply Through Our Website
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team and contributing to innovative retirement solutions.
We think you need these skills to ace Retirement Solutions Strategist
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 pension solutions and how it aligns with our needs. We want to see how you can bring your unique skills to the table!
Showcase Your Experience: Don’t hold back on detailing your 10+ years of experience in the field. We’re looking for someone who has a proven track record, so be specific about your achievements in designing complex UK pension mandates and engaging with stakeholders.
Communicate Clearly: Remember, we value clear communication! When describing your technical investment knowledge, make it client-ready. Use straightforward language that shows you can translate complex concepts into something easily understandable.
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 any important updates from our team. We can’t wait to hear from you!
How to prepare for a job interview at Berkeley Croft
✨Know Your Stuff
Make sure you brush up on your knowledge of UK pension solutions and retirement strategies. Familiarise yourself with the latest trends in ESG integration and how they apply to investment solutions. Being able to discuss these topics confidently will show that you're not just a candidate, but a potential expert.
✨Tailor Your Approach
Before the interview, think about how your experience aligns with the specific responsibilities of the role. Prepare examples of how you've designed bespoke pension mandates or collaborated with various teams. This will help you demonstrate your fit for the position and your understanding of the company's needs.
✨Engage with Stakeholders
Since this role involves engaging with sophisticated stakeholders, practice articulating complex investment concepts in a clear and concise manner. You might even want to role-play with a friend to get comfortable explaining your ideas and solutions as if you were speaking directly to clients or partners.
✨Show Your Collaborative Spirit
Highlight your collaboration skills during the interview. Be ready to share examples of how you've worked with portfolio managers, risk teams, and other departments to create scalable solutions. This will illustrate your ability to work effectively within a team, which is crucial for this role.