Overview
As we respond to pensions reform and Government ambitions for pooling, we are strengthening our client-facing capabilities. We are recruiting two Client Advisory Managers to support the Client Directors in the day-to-day management of LGPS clients within an investment pool. This role is ideal for individuals looking to build a long-term career in investment consulting and fiduciary management. Based in Wolverhampton, you will support the development and delivery of our advisory and delegation services in line with the government's “Fit for the Future” agenda and gain hands-on experience supporting senior consultants and portfolio managers in delivering strategic investment advice and overseeing delegated portfolio solutions for large LGPS clients.
As a Client Advisory Manager, you will be at the heart of delivering an exceptional client experience.
Responsibilities
* Support development of strategic advisory services by assisting senior team members in designing and documenting new offerings tailored to Partner Funds' needs.
* Support in systems procurement, including gathering data to support the selection and implementation of tools such as risk modelling platforms and capital market assumption providers.
* Contribute to design of investment solutions, particularly asset class building blocks used in strategic asset allocation and fiduciary model portfolios.
* Help manage Partner Fund advisory relationships by coordinating meetings, preparing briefing materials, and recording actions and decisions.
* Support Partner Fund transition plans by tracking milestones, compiling updates from internal teams and Partner Funds, and preparing internal status reports to ensure alignment with government implementation deadlines.
* Prepare and maintain internal documentation, such as meeting minutes, project tracking tools, and internal presentations, ensuring information is kept accurate and up to date.
* Provide day-to-day support in managing LGPSC advisory client relationships.
* Assist in preparing regular investment reports and performance reviews.
* Support the Client Director in responding to client queries and requests.
* Coordinate meetings, agendas, and follow-ups with clients, including attendance at Partner Fund investment-related meetings and Pension Committee meetings.
* Contribute to the development of tailored investment solutions and documentation.
* Maintain accurate records of client interactions and deliverables.
* Collaborate with internal teams to ensure timely delivery of services.
* Liaise with external consultants and third-party oversight providers.
* Work with strategy and asset allocation teams to ensure advice and advisory services are appropriate for Partner Funds.
Qualifications and Skills
* Institutional Investment Experience: Experience in investment consulting or relationship management within pension funds, asset managers, or similar, with solid experience in both public and private markets and an understanding of LGPS preferred.
* Client & Stakeholder Engagement: Experience in building collaborative relationships with clients, Pension Committees, actuaries, investment advisors, senior management, and service providers.
* Investment Strategy Delivery: Hands-on experience delivering a full suite of institutional investment services—from setting strategy and implementation to investment reporting and oversight.
* Governance & Regulation Expertise: Understanding of investment governance frameworks, asset owner reporting, and UK pension regulations, ideally including LGPS elements.
* Analytical & Technical Proficiency: Experience in asset-liability modelling and reporting at both strategic and asset class levels.
* Collaborative & Organized Approach: Ability to work cross-functionally in dynamic environments, manage multiple priorities, and proactively plan and execute projects.
* Ethics & ESG Integration: Strong commitment to ethical standards with knowledge of ESG principles and their application in investment decision making.
* Education: Bachelor’s Degree required. Working towards CFA or Actuarial qualifications preferred. IMC preferred. Commitment to ongoing professional development.
Company & Benefits
* LGPS Central (LGPSC) Ltd is the FCA-regulated asset manager for eight local authority pension funds across the Midlands and manages £45bn+ of assets.
* Partner Funds include Cheshire, Derbyshire, Leicestershire, Nottinghamshire, Shropshire, Staffordshire, West Midlands, and Worcestershire Pension Funds.
* We offer a premium and exclusive benefits package including: competitive salary, enhanced pension, 30 days holiday plus bank holidays, 2 volunteering days, an extra Company Day, learning and development opportunities, welfare policies, enhanced pay for new parents, Employee Assistance Programme (24-7 Health & Wellbeing), private medical insurance, hybrid working, and more.
* We are an equal opportunity employer committed to diversity and inclusion; we operate a hybrid-working environment with convenient access to Wolverhampton.
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