WTW
Asset Transition Project Manager
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Asset Transition Project Manager
We are looking for an Asset Transition Project Manager to join the LifeSight Onboarding Team, playing a pivotal role in delivering the successful transition of pension assets and member records into LifeSight for participating employers. This role sits at the heart of our pension scheme onboarding process, ensuring the efficient and accurate transfer of assets into one of the UK's leading defined contributions (DC) master trusts while delivering a positive experience for employers, trustees, and members.
LifeSight, WTW's DC master trust, is a key pillar of our long-term pension growth strategy and one of the most significant developments in the UK pensions market. As more employers seek innovative, efficient, and member-focused pension solutions, LifeSight continues to experience rapid growth and market recognition. Our ambition is to become the leading provider of outsourced pension solutions for large employers, setting the standard for innovation, governance, and member outcomes. With more than £30 billion in assets under management and over 450,000 members, LifeSight is already one of the UK's largest DC pension arrangements, and our strong pipeline of new business will drive continued growth in the years ahead.
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The Role
Part of the role will also be to manage the relationship with LifeSight’s Platform provider and being the subject matter expert on the asset transition aspects of tender responses and pitches. Management of asset transition and provider aspects of Employer driven projects and other LifeSight wide changes. The role will be hybrid and therefore the location is flexible for the right candidate although travel around the UK will be required for face-to-face meetings with clients and interaction with the LifeSight teams in each of London and Redhill.
Asset transitions:
- Project management of asset transitions including liaising with incumbent investment managers, the administrator(s), LifeSight client relationship manager, legal advisers, and incumbent Trustee/Company representatives
- Review of legal documentation
- Co-ordination of requirements from all parties
- Development and maintenance of transition project plan
- Attendance at meetings as required (may involve travel)
- Review fund mapping proposals for implementation in line with system ability
- Calculation of estimated and actual transaction costs
- Recommend suitable transition approach
- Escalation point of contact for problem-solving either at planning stage or during implementation in respect of the asset transition
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Platform provider relationship management:
- Monitoring of service levels of the platform provider
- Attendance at Joint Management Committee meetings
- Assist in leading the relationship with LifeSight’s platform provider working cross team to ensure satisfactory service is maintained
- Management of fund changes including coordinating with all parties impacted by change
Ad hoc:
- Ongoing development of processes for LifeSight product and asset transitions
- Assist in the preparation of tender responses, including drafting responses, estimated transaction costs, transition approach, and fund mapping
- Attendance as required at participating employer meetings, LifeSight Trustee meetings, pitches
- Subject matter expert for queries arising from internal teams.
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