- Develop, broaden and strengthen key client relationships to improve retention and increase assets under management
- Support development of new business and improve channel profitability through retention, revenue and income from existing clients
- Create strong, enduring relationships with clients at all levels to protect and retain valuable schemes
- Identify and deliver new opportunities by ensuring trustees and employers understand Aegon services
- Oversee delivery from implementation through the life of the scheme
- Forge deeper relationships with existing clients and achieve retention goals
- Drive opportunities to achieve value
- Deliver a strong direct-to-employer strategy and suite of services
- Oversee all aspects of team delivery while adhering to regulatory and T&C requirements
- Develop internal relationships with senior colleagues to encourage open and constructive dialogue
- Help secure profitable new corporate clients and trustees with the Workplace Sales Director
- Contribute to internal project work and key proposition developments
- Report to the Director, DC Clients
Requirements
- Strong understanding of Defined Contribution (DC) investment solutions and the wider pensions marketplace, including competitor and provider propositions
- Proven track record of building, managing and strengthening relationships with key stakeholders
- Strong influencing and negotiation skills, including confidence engaging with senior stakeholders and board-level decision makers
- Experience managing complex projects, programmes or client initiatives
- Ability to make sound commercial and business decisions using market insight, client needs and data
- Strategic mindset with experience developing and implementing client plans
- Creative and innovative problem-solving approach
- Excellent communication, presentation and stakeholder management skills
- In-depth knowledge of pensions legislation, industry developments and wider financial services trends
- Thorough understanding of corporate pension propositions and ability to translate technical information into practical, client-focused solutions
- Professional qualification such as FPMI, FPC or equivalent pensions qualification advantageous, but not essential
- Right to work in the UK
- Satisfactory credit and criminal record checks and references
Core Competencies
Demonstrates strong expertise in Defined Contribution investment solutions and corporate pension propositions, with a proven ability to build and manage relationships with key stakeholders. Capable of strategic planning and delivering client-focused solutions while adhering to regulatory requirements.
Highest-signal resume keywords
- Defined Contribution Investment Solutions
- Stakeholder Relationship Management
- Project Management
- Pensions Legislation Knowledge
- Strategic Planning
ATS Optimization Keywords
Hard Skills
- Client Retention Strategies
- Commercial Decision Making
- Data Analysis
- Problem Solving
- Presentation Skills
Soft Skills
- Influencing Skills
- Negotiation Skills
- Communication Skills
- Creative Thinking
- Team Collaboration
Certifications & Qualifications
- FPMI
- FPC
Industry Keywords
- Pensions Marketplace
- Corporate Pension Propositions
- Financial Services Trends
- Regulatory Compliance
- Client-Focused Solutions
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Client Relationship Director employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
