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- 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
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
- pension trustees
- corporates
- IFAs and intermediary platforms
Retirement Solutions Strategist in Slough employer: Berkeley Croft
Contact Detail:
Berkeley Croft Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Retirement Solutions Strategist in Slough
✨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
Be proactive in your job search. Don’t just wait for roles to be advertised; reach out to companies directly, especially through our website. Show them you’re keen and ready to contribute!
✨Tip Number 3
Prepare for interviews by researching the company and its culture. Tailor your responses to highlight how your experience aligns with their needs, especially in pension solutions and client engagement.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can set you apart from other candidates. It shows your enthusiasm and keeps you on their radar as they make their decision.
We think you need these skills to ace Retirement Solutions Strategist in Slough
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of a Retirement Solutions Strategist. 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!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Share specific examples of your past successes in client engagement and investment strategy. Let us know how you can drive innovation in retirement solutions!
Showcase Your Technical Knowledge: We’re looking for someone with a strong grasp of multi-asset portfolios and ESG integration. Make sure to include relevant experiences that demonstrate your technical investment knowledge. This will help us see your capability in translating complex concepts into client-ready communication.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining 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 aligned with client objectives. This will illustrate your proactive approach and creativity in problem-solving.
✨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 implement solutions. This will highlight your teamwork skills and your ability to drive projects forward.