Pensions Transition Manager - Onboarding Defined Benefit Schemes

This role is responsible for project planning and managing scheme transitions from contract negotiations through to the end of data cleanse, including the collation and validation of accurate data providing the cornerstone of the transaction and implementation of the contact. Agreeing process and timescales with the trustees and internal key stakeholders ensuring client commitments are met and issues are escalated accordingly, with excellent stakeholder management throughout the process.

Delivering strong and consistent stakeholder management setting clear and agreeable timescales and expectations; the engagement experience and journey we deliver to our clients paves the way for future business opportunities. The role will involve working on a number of transactions at once and the transition manager is responsible for ensuring all parties involved in the initial transition activities are aware of their responsibilities. The role will also provide direction and support for the development of the Transition Consultant and Transition Support roles.

Key responsibilities

• You will be responsible for smooth and successful transition and implementation of schemes that transact with us.
• Working primarily with scheme administrators and will be responsible for a number of transitions at any one time, of varying sizes and complexity, ensuring that all parties involved in each project are aware of their responsibilities and deliver accordingly.
• Providing strong and consistent stakeholder management, setting clear and agreeable timescales and expectations with both internal & external stakeholders.
• Being responsible for the analysis and collation of accurate and validated data.
• Building strong relationships with clients such as Employee Benefit Consultants (EBCs), Trustees and Pensions Managers and support them with further de-risking opportunities by attending Trustee meetings, meeting with clients face to face and offering general support and training.
• Be responsible for obtaining, validating and checking data received during the data cleanse period to ensure smooth handover to the Implementation team.
• Communicate progress, issues and next steps to key stakeholders involved in the transaction, such as trustees and administrators.
• Support the Senior Business Development Manager with management of clients, including discussing how we can support them throughout their de-risking journey, and attendance at Trustee board meetings (where appropriate).
• Work with the DB Operations team to handle trustee queries during transition process, until schemes handed over to BAU, supporting the Implementation Managers with operational tasks such as payroll funding, member calculations and reinsurance reporting.

What we’re looking for

• Experienced within the DB Pensions OR the DB De-risking Market, with knowledge of buy-ins and buy outs or general de-risking.
• Experience of relationship management and/or project management.
• Proficient in Microsoft Excel; with the ability to analyse and check data accordingly and efficiently whilst explaining issues to clients in a clear and appropriate manner.

What’s in it for you

• A competitive salary, pension scheme and life assurance.
• 25 days annual leave plus an additional day on us for your birthday.
• Private medical cover and income protection, just in case.
• A generous and highly achievable bonus scheme.
• Opportunities to progress your career in-role and within the company.
• Free access to the Headspace app, 24/7 employee assistance helpline and trained physical and mental health first aiders.
• A variety of employee funded benefits available via our online benefits portal.
• Plus, several additional purchase options available for you and your loved ones.

Explore our full range of benefits on our dedicated benefits page.