We are seeking a Senior Solutions Strategist in London to design and commercialise bespoke pension and wealth solutions for UK institutional and intermediary clients.
This is a front-office investment solutions role combining deep UK pensions expertise, practical portfolio design capability, and client-facing engagement. The successful candidate will translate complex retirement needs into scalable, investable solutions across DC pensions, private wealth, and intermediary platforms.
This role suits a highly motivated self-starter who is comfortable operating at the intersection of investment strategy, client engagement, and product innovation.
Role Overview
The Senior Solutions Strategist will play a central role across the full client lifecycle:
* Sales engagement (pre-mandate):
* Partner with distribution and institutional teams to engage early with clients, attend meetings, and design tailored investment solutions using the firm’s capabilities.
* Mandate onboarding:
* Coordinate across Solutions Portfolio Managers, Legal, Compliance, Client Service, Reporting, and Marketing to ensure smooth implementation of new mandates (coordination role, not formal project management).
* Post-sale ownership:
* Act as the investment solutions lead for client-facing retirement content, including glidepaths, benchmarks, and ongoing portfolio evolution. Represent the investment view in client discussions and bring in internal specialists where required.
Key Responsibilities
* Design and advise on bespoke UK pension and wealth mandates, aligning solutions to client objectives, regulation, and market conditions
* Lead the translation of client requirements into implementable investment structures across public markets, private assets, and ESG-integrated strategies
* Drive innovation in retirement solutions in response to market, regulatory, and structural pension changes
* Maintain deep expertise across:
* UK workplace pensions (DC)
* Private pensions and retirement income design
* CDC frameworks
* UK insurance and bulk annuity markets
* Adviser and intermediary platforms
* Act as the primary investment solutions contact for UK sales and distribution partners
* Collaborate closely with portfolio managers, risk, product, and research teams to ensure feasibility and scalability of solutions
* Contribute to thought leadership, research, and product innovation, particularly in retirement, liability-driven investing, ESG, and private markets
* Lead refinement and enhancement of existing mandates over time
* Mentor junior team members and contribute to team capability building
* Where relevant, integrate technology and analytics into retirement solution design in collaboration with internal teams
Required Experience & Skills
* 10+ years’ experience in pension solutions, retirement strategy, OCIO, or wealth/investment solutions roles within asset management, consulting, or pension funds
* Proven track record designing complex UK pension mandates, particularly workplace DC and/or retirement income solutions
* Strong understanding of:
* UK pensions landscape
* CDC structures
* Insurance / bulk annuity market dynamics
* Experience engaging with sophisticated stakeholders including:
* pension trustees
* corporates
* IFAs and intermediary platforms
* Strong technical investment knowledge across multi-asset portfolios, public and private markets, and ESG integration
* Ability to translate technical investment concepts into clear, client-ready communication
* Commercial mindset with ability to develop scalable solutions across global investment platforms
* Strong collaboration skills across investment, product, and distribution teams