At a Glance
- Tasks: Manage project transitions and ensure smooth data processes for pension schemes.
- Company: Join a leading firm in the pensions industry with a focus on client relationships.
- Benefits: Gain valuable experience, develop your career, and enjoy a supportive work environment.
- Other info: Opportunity to work on diverse projects and grow within a dynamic team.
- Why this job: Kickstart your career in client management while making a real impact in the pensions sector.
- Qualifications: Strong organisational skills and a passion for stakeholder management are essential.
The predicted salary is between 35000 - 45000 £ per year.
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. This role will concentrate on the smaller less complex transactions and provide the individual with the opportunity to begin their Client relationship and transition manager career path. Enabling the individual to deliver strong and consistent stakeholder management, setting clear and agreeable timescales and expectations. The role will involve working on a number of small scale buy-in transactions at once and will be responsible for ensuring all parties involved in the initial transition activities are aware of their responsibilities. They will also be called upon to support on larger transactions to support their development in role.
Role Accountabilities
- Project Manage all assigned transitions from exclusive appointment, or earlier if required, ensuring timely completion of all tasks in line with client and business expectations.
- Complete all regulatory checks and reviews associated with new transactions, recording the activity to ensure robust audit trail.
- Act as lead on data cleanse process for assigned projects agreeing project plans with internal and external stakeholders updating as required if any key deliverables change or are delayed.
- Drive through data cleanse processes to a satisfactory conclusion, ensuring key deliverable are completed in line with agreed timescales and coordinating completion of all activities until handover to Implementation Managers.
- Communicate and agree operational tasks for all schemes in transition such as movement reporting and payroll funding with client, agreeing non-standard processes internally before implementing with clients.
- Ensure effective and complete stakeholder management through the transition process until the final premium is completed, communicated and settled, ensuring Trustees have the best customer experience at all times.
- Ensure understanding of final data and data queries, managing queries between Just and Client until finalised data schedule is agreed to a satisfactory level to be handed over to Implementation Team.
- Own completion and sign off of scheme Statement of Accounts in line with agreed DB Governance matrix, updating finance on new transactions and/or premiums.
- Work with Implementation Managers during Mercer set up keeping clients informed of progress and any delays or issues that affect them.
- Provide regular transition progress updates to Relationship & Transition Senior Manager and Director of Data and Transitions, ensuring delays and issues are flagged in a timely manner.
- Provide required support to and cover for other transition managers on leave, including oversight of other transitions and client activity.
Skills & Knowledge
- Proven planning and organisational skills with the ability to plan scheme transitions and manage a diverse work load.
- Ability to work on own and to tight deadlines, maintaining exceptional standards of accuracy and attention to detail.
- Good understanding of life and pensions industry essential, in particular DB Pensions and the DB de-risking market.
- Good negotiation and influencing skills, with the ability to work with both Trustees and EBCs to drive scheme transactions through to conclusion.
- Excellent verbal, written communication and interpersonal skills, with the ability to communicate at all levels and present our capability externally in a clear and concise manner.
- Proven project management and stakeholder management skills would be beneficial.
Experience
- Experience of working in relationship role, preferably within a DB Pensions area is desirable.
- Experience working in the Pensions Industry for a similar organisation.
- Previous experience of working for a DB Pensions De-Risking company desirable.
- Experience of working with both Trustees and EBCs and evidence of driving scheme transitions through to conclusion desirable.
Transition Relationship Manager in Reigate employer: Just Group
As a Transition Relationship Manager at our company, you will thrive in a dynamic work culture that prioritises collaboration and professional growth. We offer comprehensive training and development opportunities, ensuring you are well-equipped to manage client relationships effectively while working on impactful projects. Located in a vibrant area, our organisation fosters a supportive environment where your contributions are valued, making it an excellent place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Transition Relationship Manager in Reigate
✨Tip Number 1
Networking is key! Get out there and connect with professionals in the pensions industry. Attend events, join relevant groups on LinkedIn, and don’t be shy to reach out for informational chats. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for interviews by researching the company and understanding their projects. Be ready to discuss how your skills align with managing transitions and stakeholder relationships. We want you to shine, so practice common interview questions and have your own questions ready to show your interest!
✨Tip Number 3
Showcase your project management skills! Use examples from your past experiences where you successfully managed timelines and stakeholder expectations. We love seeing candidates who can demonstrate their ability to juggle multiple tasks while keeping everything on track.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we often have exclusive opportunities listed there that you won’t find anywhere else. Let’s get you on board!
We think you need these skills to ace Transition Relationship Manager in Reigate
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Transition Relationship Manager role. Highlight your project management skills and any relevant experience in the pensions industry. We want to see how you can bring your unique flair to our team!
Showcase Your Stakeholder Management Skills:In your application, emphasise your ability to manage relationships with various stakeholders. Share examples of how you've successfully navigated complex situations and kept everyone informed. This is key for us at StudySmarter!
Be Clear and Concise:When writing your application, keep it straightforward and to the point. Use clear language to convey your experience and skills. We appreciate a well-structured application that makes it easy for us to see your potential.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Just Group
✨Know Your Projects Inside Out
Before the interview, make sure you understand the project management aspects of the role. Familiarise yourself with the key responsibilities like managing scheme transitions and stakeholder communication. Being able to discuss specific examples of how you've handled similar projects will show your potential employer that you're ready for the challenge.
✨Master Stakeholder Management
Since this role involves excellent stakeholder management, think about your past experiences where you've successfully managed relationships. Prepare to share stories that highlight your negotiation and influencing skills, especially in complex situations. This will demonstrate your ability to keep all parties informed and satisfied throughout the transition process.
✨Showcase Your Attention to Detail
Given the importance of accuracy in data management and regulatory checks, be prepared to discuss how you ensure precision in your work. Bring up any tools or methods you use to maintain high standards, and consider sharing a time when your attention to detail made a significant difference in a project outcome.
✨Communicate Clearly and Confidently
Strong verbal and written communication skills are crucial for this role. Practice articulating your thoughts clearly and concisely. You might even want to prepare a brief presentation about your understanding of the DB pensions market or a related topic to showcase your capability to communicate effectively at all levels.
