Transition Relationship Manager

Reposted 2 Days Ago
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London, Greater London, England, GBR
In-Office
Mid level
Financial Services
The Role
Manage DB pension scheme transitions from contract through data cleanse and handover. Plan projects, validate data, coordinate trustees and internal stakeholders, escalate issues, support implementation teams, and mentor junior transition staff.
Summary Generated by Built In

Transition Relationship Manager (Pension Risk Transfer)
Location: London or Reigate (hybrid 50%)
Contract: Permanent

Full Time – 35 hours

Purpose

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.

About Just 

We help people achieve a better later life. That’s our purpose and it’s the reason we exist. We are a fast-growing company helping customers enjoy the retirement they deserve. We do this through a variety of market leading, award-winning products and services, delivered by a diverse team of over 1,400 purpose-led colleagues who genuinely put the customer at the heart of everything we do. 

 

This is a brilliant time to join our business. We are on an exciting growth journey to become the UK’s most loved retirement expert. 

Key Responsibilities

  • Project manage all transactions from exclusive appointment, or earlier if required, ensuring timely completion of all tasks in line with client and business expectations and hold client to account to deliver data and other items on time.
  • 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 (attained or working towards project management qualifications desirable, e.g. Prince 2, Agile, APM)

  • Able to `Project Manage’ transactions through to conclusion by effectively partnering with Scheme Trustees and EBCs.

  • 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.

  • A strong negotiator, with good influencing skills, and the ability to handle conflicting priorities with internal and external stakeholders

Our behaviours 

At Just you’ll have the opportunity to develop your career, whilst making a difference to the lives of those around you. You’ll be part of a company with a strong and distinctive culture - we’re ambitious, curious and collaborative – and every decision we make centres around being Just and delivering the best outcomes for our customers. 

 

 

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.  

 

 

Belonging at Just 

Valuing diversity of thought and fostering a sense of belonging is critical to our business success, driving innovation and balanced decision making. Our work on DEIB (Diversity, Equity, Inclusion and Belonging) aims to deliver a brilliant employee experience underpinned by a sense of belonging, where our people feel proud to work at Just.  

 

We remain committed to our publicly disclosed HM Treasury Women in Finance Charter and Race at Work Charter targets and support a wide range of employee network and events, championing issues including intergenerational working, social mobility and neurodiversity. 

 

 

Application details 

Please submit your CV using the 'apply now’ button. Shortlisted candidates will be contacted regarding next steps which may include an initial phone interview and in-person assessment.  

 

Be Bold. Be Brilliant. Be Just

Skills Required

  • Experience within DB Pensions or DB De-risking Market with knowledge of buy-ins and buy-outs or general de-risking
  • Experience in relationship management and/or project management
  • Project management qualifications (Prince2, Agile, APM) or working towards them
  • Ability to project manage transactions through to conclusion, partnering with Scheme Trustees and EBCs
  • Proficient in Microsoft Excel with ability to analyse and validate data and explain issues to clients
  • Strong negotiation and influencing skills; ability to manage conflicting priorities with stakeholders
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The Company
HQ: Richmond
1,210 Employees

What We Do

We are Just, the retirement specialist. We are a FTSE-listed (ticker – JUST.L) specialist UK financial services group. We have a clear purpose - we help people achieve a better later life. We believe that every decision we make and every action we take should help us to achieve our purpose. Just differentiates itself from other financial services brands by placing social purpose at its heart with a commitment to help the many millions of people who are facing challenges in later life. We are keen to speak to talented individuals who are interested in joining our team [www.workatjust.co.uk]

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