Senior Transition Relationship Manager

Senior Transition Relationship Manager Date Posted: 13/08/2024 Location: Reigate Job Type: Full time Senior Transition Relationship Manager Location: Reigate – Hybrid working – 50% office-based Full Time – 35 hours _____________________________________________________ Who are Just? We’re a FTSE 250 Financial Services company who specialise in retirement solutions. We help people achieve a better later life by providing competitive and innovative products, services, financial advice and guidance to help our customers achieve security, certainty, and peace of mind in retirement. Purpose This key role is responsible for managing a team of transition specialists, providing guidance and training to help them achieve the highest standards of DB technical skills. This team 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 contract. 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. Furthermore, this role will lead transitions under our Large Deal Framework and supports colleagues working on our core schemes and small scheme proposition when required. In this role you will: Manage the team of transition specialists to cover all assigned transitions from exclusive appointment, or earlier if required, ensuring timely completion of all tasks in line with client and business expectations, ensuring consistent communication with stakeholders. Oversee the completion of all regulatory checks and reviews associated with new transactions, including the recording of activity to ensure a robust audit trail. Act as lead on Large Deal Framework transactions when signed, working closely with Business Development and Operations to ensure alignment of outcomes. Manage data cleanse process with internal and external stakeholders to maximise data quality and create efficiency for the clients and internal stakeholders driving positive outcomes. Assess new schemes signing and allocate the appropriate resource. Provide training and guidance to develop team skills as required to enable individuals to achieve competency levels for both progression and knowledge development. Lead team understanding of final data and data queries, ensuring they have skills and capabilities to manage queries. Oversee the completion and sign off of scheme Statement of Accounts in line with agreed DB Governance matrix, updating finance on new transactions and/or premiums. Skills and Experience Proven planning and organisational skills with the ability to plan scheme transitions and manage a diverse workload. Able to work under pressure to achieve objectives within agreed timescales, without compromising accuracy and quality. Extremely organised, with the ability to make intelligent decisions when faced with competing priorities. Excellent at both verbal and written communication, with great interpersonal skills and the ability to communicate at all levels. Self-motivated with a high level of initiative/drive. 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. Able to project manage transactions through to conclusion by effectively partnering with Scheme Trustees and EBCs. Good understanding of the life and pensions industry essential, in particular DB Pensions and the DB de-risking market. Excellent problem analysis and resolution skills. Experience working in the Pensions Industry for a similar organisation essential. Experienced within the Life and Pensions Industry, preferably within DB Pensions or the DB De-risking Market, with knowledge of buy-ins and buy outs or general de-risking being desirable. Experience of relationship management and/or project management (attained or working towards project management qualifications desirable, e.g. Prince 2, Agile, APM). Proven experience of working with transitions within the larger end of the market desirable. Company Benefits 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 A generous and highly achievable bonus scheme – paid annually based on individual and company performance against targets Opportunity to progress within your career both in-role and within the company FREE access to the Headspace App, a 24/7 Employee Assistance Helpline and Trained Physical & Mental Health First Aiders (On-Site) A variety of Employee Funded Benefits available to you via our Online Benefits Portal Several additional purchase options available for you and your loved ones Why Just? We are committed to building a more sustainable business and have publicly committed to reduce our scope 3 emissions to Net Zero by 2050 and our scope 1 and 2 emissions to Net Zero by 2025. We encourage our people to make small and meaningful changes in their everyday lives, so that we can protect our planet for future generations. Diversity, Equity, and inclusion (DE&I) is a key priority for Just as part of our overall strategy. We have joined a number of initiatives including the Race at Work Charter, designed to improve outcomes for employees from underrepresented backgrounds. We also run a Reciprocal Mentoring scheme for employees from a BAME background, those with a disability and those who identify as LGBTQ+. There are multiple employee network groups, which champion issues including race, gender, social mobility and neurodiversity. At Just we encourage a flexible and agile working environment for the majority of our opportunities. Get in touch with us to discuss in more detail. Seniority Level

Associate

Industry

Financial Services Insurance Pension Funds

Employment Type

Full-time

Job Functions

Finance

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