The Role
We are looking for an experienced Transition Client Relationship Manager to join our growing specialist team. You will be the key point of contact for trustees, sponsors, and internal stakeholders during the onboarding of new DB pension schemes. Your role will involve overseeing all aspects of the transition process – from data migration to member communications – ensuring delivery to agreed budgets, timescales, and quality standards.
Key Responsibilities
1. Act as the primary relationship manager during scheme transitions, building trust with clients and stakeholders.
2. Lead and coordinate end-to-end transition projects, ensuring deadlines and budgets are met.
3. Oversee and review core deliverables, including:Migration and analysis of scheme dataPreparation of benefit specificationsDrafting and reviewing member communications
4. Monitor progress against project plans, escalating issues and risks where appropriate, and producing written reports.
5. Provide technical input and guidance to colleagues to ensure high-quality outcomes.
6. Contribute to the continuous improvement of our transition processes.
About You
We’re looking for someone who thrives in a project-focused environment and enjoys managing client relationships through complex, technical work. The ideal candidate will bring:
7. Proven experience in DB pensions administration, with strong project management skills.
8. Excellent client relationship management ability – confident communicator and trusted adviser.
9. A solid understanding of pensions data and technical documentation.
10. Strong organisational skills with the ability to manage multiple priorities.
11. A collaborative, solutions-focused approach.
What’s in it for you?
Take a look at our page to see why our people love being here! As well as joining a multi-award winning, fun, collaborative, people first organisation where your personal and professional skills will be developed to make you the best you can be, we offer an attractive benefits package designed to promote your overall wellbeing so that you are able to perform to your full potential both in and out of work. Currently our core benefits package includes:
For you:
12. Hybrid working (varies by role and department)
13. professional study support (where applicable)
14. Access to our internal Wellbeing, LGBTQ+, Multicultural and Women’s networks
For your family:
15. Life assurance, income protection, enhanced maternity/paternity/adoption and shared parental leave
For your health:
16. 26 days annual leave (pro-rata for part-time working) plus bank holidays (most of which can be taken flexibly!) with options to buy & sell holiday
17. Private medical insurance
18. Discounted gym memberships, critical illness and dental insurance through our flexible benefits
19. Eye care vouchers
20. Cycle to work scheme
21. Digital GP services
For your wealth:
22. Competitive pension scheme
23. Discretionary bonus scheme
24. High street discounts
25. Season ticket loans
For others:
26. Volunteering opportunities
For the environment:
27. Electric vehicle salary sacrifice scheme (qualifying period applies)