The Vacancy
Our Third Party Administration (TPA) department is a dynamic administration team with a varied portfolio of clients. They play a key part in providing our clients and members with a market-leading service on Defined Benefits (DB), Defined Contribution (DC) and CARE pension arrangements.
We currently have an exciting opportunity to join this department as a Client Manager, within our Data Journey team in our Birmingham, Edinburgh or Glasgow Office.
What will your role look like?
This role is responsible for delivering pensions data projects for a portfolio of Data Journey clients, ensuring outcomes meet regulatory requirements and client expectations.
You will work closely with clients, internal stakeholders and the wider Data Journey team, building strong relationships and acting as a key point of contact throughout each project. Taking ownership of client‑facing delivery, you will oversee project progress, coordinate team input and ensure work is completed accurately and on time, while supporting a high standard of service and contributing to client and new business activity where required.
Though this is a varied role, your key tasks will include:
Commercial focus
1. Ensure all project work is clearly scoped, costed and agreed with clients, with delivery to agreed timelines and budgets.
2. Drive strong commercial outcomes across your portfolio, actively managing profitability, identifying efficiencies and mitigating scope creep.
3. Prepare and manage client billing in line with work delivered.
4. Identify opportunities to promote and expand Data Journey services with both clients and internal stakeholders.
5. Support business development activities, including contributing to client growth and new business opportunities.
Client relationship management
6. Build and maintain strong relationships with a portfolio of clients, acting as a key point of contact.
7. Manage expectations around service and project delivery, ensuring clear communication throughout.
8. Plan and oversee project delivery, providing regular updates to clients and stakeholders.
9. Work closely with internal teams, including Project Management and wider TPA, to ensure seamless delivery.
10. Prepare for and attend client meetings, following up on actions and outcomes.
People leadership
11. Lead by example, role‑modelling the firm’s values and promoting an inclusive team environment.
12. Contribute to resource planning and support recruitment activity where required.
13. Support the development and performance of team members through regular feedback, coaching and career development conversations.
14. Foster engagement, collaboration and knowledge sharing across the team.
15. Provide line management support to a small number of direct reports, including wellbeing, performance and development.
General responsibilities
16. Oversee and support the delivery of high‑quality projects in line with service standards and internal processes.
17. Monitor project progress across your client portfolio, ensuring timely and accurate delivery.
18. Provide technical guidance and support to colleagues and act as a key contact for complex queries.
19. Adhere to professional standards, quality frameworks and information security policies.
To enjoy and succeed in this role, you will have:
20. An Honours Degree, or relevant equivalent experience.
21. In‑depth technical knowledge of defined benefit pensions and relevant legislation, with experience delivering key pensions projects such as GMP equalisation and insurer transactions.
22. Experience in managing client relationships, with the ability to deliver presentations clearly and confidently.
23. Experience of managing projects to agreed quality, scope and budget.
24. Demonstrated commercial acumen, with effective negotiation skills and a strong analytical approach to problem solving.
25. Excellent interpersonal and communication skills, with the ability to engage and influence stakeholders at all levels.
26. Proven capability to build and apply a strong understanding of the firms’ products and services.
27. The ability to think and act commercially and in the interest of both the firm and the client.
28. A collaborative leadership style, with the ability to motivate and support others to deliver results.
29. Will be driven and self‑motivated, with a focus on delivering results.
Ideally, we would be looking for candidates to hold a professional qualification such as Associate Membership to the Pension Management Institute (or be working towards this). However, we would also be open to applications from candidates who could bring a knowledge of the UK pensions market from relevant industry experience.
We would also encourage applications from candidates who perhaps do not possess all the attributes and experience listed above but are competent with the majority and would be able to quickly develop the additional skills and experience required in post with our full support. We would also love to hear about other knowledge and experience you may have that is not listed but could be of interest.
A more detailed list of requirements for this position is available within the role profile – which is available on request.
In addition to a competitive salary and access to our profit share scheme, we offer:
30. A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs.
31. A collaborative and encouraging work environment where your thinking and ideas are encouraged.
32. On site mental health and wellbeing assistance.
33. A commitment to helping you develop both personally and professionally, with mentoring opportunities and access to our award-winning learning portal, Aspire.
34. Regular social activities, in addition to three days paid volunteering leave each year and a day’s leave to celebrate your birthday.
35. Hybrid working so you can enjoy the positive wellbeing of working from home as well as the benefits of meeting colleagues in our sociable, modern office environments – with the expectation of two ‘in-office’ days per week.
36. A flexible working window, allowing colleagues the freedom to work flexibly between the hours of 7am and 7pm.
Please note, we recruit on a rolling basis so early applications are recommended to avoid disappointment.