At a Glance
- Tasks: Lead complex client onboarding and implementation in the pensions sector.
- Company: Join Lloyds Banking Group, a leader in finance and inclusion.
- Benefits: Generous pension contributions, performance bonuses, and 30 days holiday.
- Other info: Flexible working options and a commitment to diversity and inclusion.
- Why this job: Shape the future of finance while making a real impact.
- Qualifications: Experience in client onboarding and strong stakeholder management skills.
The predicted salary is between 63000 - 77000 £ per year.
We support flexible working – click here for more information on flexible working options.
Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at our office site. Colleagues with disabilities can be supported with workplace adjustments including hybrid working expectations in line with our Flexibility Works policy.
This is a senior leadership role within our Workplace Strategic Relationships team. This role will support strong growth in the DC Workplace market which will be expected to influence and drive solutions across business units. The role will work in partnership with the Implementation Senior Manager, supporting the successful onboarding and implementation of large complex workplace pension clients, co-owning the transition, taking the lead externally from prospect through to operational and relationship handover. Accountable for delivering a consistently high-quality client experience at scale, ensuring onboarding is a competitive strength that supports new business conversion, client advocacy, and long-term retention. The role requires the judgment to lead through ambiguity, the authority to challenge both internal leadership and clients, and the discipline to ensure delivery integrity.
Your key accountabilities will also include:
- Early identification of client pain points and inefficiencies with their existing pension arrangement and develop solutions in line with LBG risk and commercial appetite.
- Support onboarding delivery from early external prospect discussion through to live operational handover.
- Act as the single point of accountability for complex or high-value implementations.
- Partner with Pursuit, Sales, and Relationship teams to shape onboarding approach in bids and support client conversion.
- Lead delivery of onboarding with broad stakeholder management to encompass change delivery as well as supporting activity through implementation such as strong governance, risk management, and financial control.
- Ensure seamless collaboration across internal teams including operations, proposition, legal, and client servicing.
- Act as senior sponsor for onboarding clients, ensuring a market-leading client experience.
- Drive continuous improvement in onboarding processes, reducing risk, cost, and delivery timelines.
- Exceptional stakeholder management across the DC market including trustees, advisers (EBCs), corporate clients, and internal specialists.
We’re on an exciting journey to transform our Group and the way we’re shaping finance for good. We’re focusing on the future, investing in our technologies, workplaces, and colleagues to make our Group a great place for everyone!
What we’re looking for:
- Significant experience leading complex client onboarding, implementation or transition programmes within pensions, financial services or a related industry.
- Strong knowledge of the DC Workplace Pensions market and the wider stakeholder landscape including trustees and advisers.
- Exceptional stakeholder management and influencing skills with the confidence to challenge senior leaders and clients when required.
- Proven ability to lead through ambiguity, balance competing priorities and deliver successful outcomes in a fast-paced environment.
- Experience managing governance, risk, financial controls and operational delivery across complex programmes.
- A track record of driving client-centric improvements that enhance service quality, business performance and client retention.
Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities and we’re committed to creating an environment in which everyone can thrive, learn and develop. We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns.
We also offer a wide-ranging benefits package, which includes:
- A generous pension contribution of up to 15%
- An annual performance-related bonus
- Share schemes including free shares
- Benefits you can adapt to your lifestyle, such as discounted shopping
- 30 days' holiday, with bank holidays on top
- A range of wellbeing initiatives and generous parental leave policies
At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.
We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.
Onboarding Director employer: Lloyds Bank plc
Lloyds Banking Group is an exceptional employer, offering a dynamic work environment in Cardiff that fosters professional growth and collaboration. With a competitive salary package, generous benefits including a robust pension scheme and flexible working options, employees are empowered to thrive both personally and professionally. The company prioritises inclusivity and well-being, ensuring that all team members can achieve their full potential while making a meaningful impact in the SME banking sector.
StudySmarter Expert Advice🤫
We think this is how you could land Onboarding Director
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
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Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Don’t shy away from reaching out directly to firms like Lloyds Bank plc. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Onboarding Director
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Lloyds Bank plc.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
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How to prepare for a job interview at Lloyds Bank plc
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Lloyds Bank plc.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at Lloyds Bank plc will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Lloyds Bank plc employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
