Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead transition projects and mentor junior team members in asset transitions.
- Company: Isio is a dynamic investment advisory firm focused on pensions, investment, and wealth management.
- Benefits: Enjoy flexible working options, professional development opportunities, and a supportive work culture.
- Why this job: Join a forward-thinking team that values innovation and diverse perspectives to drive impactful solutions.
- Qualifications: Extensive experience in asset transitions and strong project management skills are essential.
- Other info: Isio promotes an inclusive workplace and encourages applications from all backgrounds.
The predicted salary is between 48000 - 84000 £ per year.
We’re growing and want you to be a part of our journey.
Senior Manager, Investment – Transitions
We are looking for an experienced Asset Transition specialist, with experience overseeing a wide range of transition projects – including new manager appointments, pooled and segregated fund trading, in specie transfers, insurance transactions, transition manager appointments and platform transitions.
Role and Responsibilities
- As part of the leadership group within the Transition Team, help to develop transition procedures and ensure all colleagues follow correct processes.
- Managing more junior members of the team.
- Developing colleagues’ transition expertise, including taking a lead on training and knowledge sharing.
- Taking ownership of buy-in and buy-out projects to deliver them within strict time constraints.
- Taking a leading role in research related to transitions (specialising in an area such as custody, FX or Transition Managers).
- Maintain contacts at investment managers and utilising these to deliver optimal outcomes for clients.
- Responsible for oversight/checking of large/complex transition exercises: checking project plans and the associated timelines, checking any documentation required for the projects, and stepping in to progress difficult issues
- Act as mentor/coach/performance manager to more junior members of the team.
- Produce/check final draft instructions for execution and finalising client. correspondence required for clients to execute transition projects.
- Ensure reliable audit trails and backing should issues arise.
- Improve transition processes to help implement more efficient solutions for clients.
- Produce/approve scopes and fee quotes for a range of possible activities.
- Manage project budgets and tracking financials to meet firm efficiency target.
- Perform the role of a transition expert whom colleagues in the wider firm can come to for questions.
- Maintain external contacts and looking for business development opportunities.
- Attend client meetings and pitches where opportunities arise.
Key Skills & Experience
- Extensive experience within asset transitions is required.
- Ability to demonstrate a high level of technical expertise within asset transitions.
- Strong analytical and numerical skills.
- Extensive project management experience.
- Excellent attention to detail and ability to look at input from third parties objectively.
- Strong appreciation of risk management procedures.
- Ability to draft clear and precise instructions.
- Able to take on a high level of responsibility from the outset.
- Excellent communication skills.
- The ability to listen to the requirements of a project and then lead on it to completion.
- The ability to work effectively in a team including delegation.
- Willingness to manage internal and external clients and build strong relationships.
- Highly organised and a methodical thinker to ensure projects are prioritised appropriately.
- Willingness to manage multiple tasks to demanding timeframes when required.
- Be responsible for delivering projects to several colleagues at varying levels across different locations within the UK.
- Willingness to take ownership for the successful completion of projects.
- Strong leadership skills.
- Demonstrate integrity and professionalism.
Demonstrated Commitment to our Core Purpose
- Power in Partnership: We work in partnership with our clients & each other – building open and trusted relationships. Working together allows us to deliver the best for our clients.
- Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society.
- Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger.
- People First: We recognise that pensions is a people business. People are the source of Isio’s expertise and it is people’s lives that we affect through our advice.
What we offer you
Isio is a people business, and we’re committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that’ll be available to you will enable you to do this.
You can find out more about Isio and the benefits we offer here Isio – Careers & Benefits.
About Isio
Isio was ‘born’ in 2020 from the sale of KPMG UK’s Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience.
Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us – valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private.
At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.
We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.
If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email hrrecruitment@ISIO.com
#J-18808-Ljbffr
Senior Manager, Investment - Transitions Investment Advisory · Any Regional Office · employer: Isio
Contact Detail:
Isio Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Manager, Investment - Transitions Investment Advisory · Any Regional Office ·
✨Tip Number 1
Network with professionals in the asset transition field. Attend industry events or webinars where you can meet potential colleagues and clients. Building these connections can give you insights into the company culture and expectations.
✨Tip Number 2
Familiarise yourself with the latest trends and technologies in asset transitions. Being knowledgeable about current practices will not only boost your confidence but also demonstrate your commitment to staying ahead in the field.
✨Tip Number 3
Prepare to discuss specific transition projects you've managed in the past. Highlight your role, the challenges faced, and how you overcame them. This will showcase your hands-on experience and problem-solving skills.
✨Tip Number 4
Research Isio's values and recent projects. Tailoring your conversation to align with their core purpose and demonstrating how your experience fits into their vision will make a strong impression during interviews.
We think you need these skills to ace Senior Manager, Investment - Transitions Investment Advisory · Any Regional Office ·
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your extensive experience in asset transitions. Focus on specific projects you've managed, showcasing your leadership skills and technical expertise relevant to the role.
Craft a Compelling Cover Letter: In your cover letter, emphasise your ability to manage complex transition projects and your experience in mentoring junior team members. Use specific examples to demonstrate how you align with Isio's core values.
Highlight Relevant Skills: Clearly outline your strong analytical and numerical skills, project management experience, and attention to detail. Mention your ability to draft clear instructions and manage multiple tasks under tight deadlines.
Showcase Your Communication Skills: Illustrate your excellent communication skills by providing examples of how you've successfully built relationships with clients and colleagues. This is crucial for a role that involves client meetings and pitches.
How to prepare for a job interview at Isio
✨Showcase Your Transition Expertise
Make sure to highlight your extensive experience in asset transitions during the interview. Be prepared to discuss specific projects you've managed, including challenges faced and how you overcame them. This will demonstrate your technical expertise and ability to handle complex transition exercises.
✨Emphasise Leadership Skills
As a Senior Manager, you'll be expected to lead and mentor junior team members. Share examples of how you've successfully developed colleagues' skills in the past, and discuss your approach to managing teams and fostering a collaborative environment.
✨Demonstrate Strong Analytical Skills
Given the role's focus on project management and risk assessment, be ready to showcase your analytical and numerical skills. Prepare to discuss how you've used these skills to improve processes or deliver successful outcomes in previous roles.
✨Prepare for Client Interaction Scenarios
Since the position involves attending client meetings and pitches, think about how you would handle various client scenarios. Be ready to discuss your approach to building strong relationships with clients and how you ensure their needs are met throughout the transition process.
