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Client Project Manager
Client Project Manager – Pensions (Lead Role)
Pensions Project Management Team, based within the Actuarial & Consulting service line.
About the Role
We are seeking an experienced Client Project Manager with deep expertise in the pensions industry. You will lead complex, strategic client projects, engage with senior stakeholders across our business, and drive outcomes in a high-profile consulting role.
You’ll take the lead as Client Project Manager on bespoke client-facing engagements—including GMP equality projects (collaborating with the GMPe Programme Director), pension administration data transformation, and insurance transactions (e.g., buy-ins/buy-outs).
Your responsibility spans project life-cycle ownership to capability development, including:
- Influencing strategy
- Mentoring team members
- Representing Isio at senior forums
- Contributing to the firm’s evolving project management methodologies
Responsibilities
Core Client & Project Leadership
- Drive, define and execute project strategy, planning, and delivery for multi-client engagements (concurrent projects).
- Manage stakeholder relationship for strategic decision-making, including client interaction and internal leadership settlement.
- Own project governance: progress reporting, risk management, and WIP/financial oversight (fees, budget tracking).
- Champion project conclusions, while ensuring lessons learned feed back into firm-wide best practices.
Stakeholder & Business Development
- Build representation for Isio in client pitches, RFPs, and RFIs—actively influencing proposals to secure future engagements.
- Collaborate cross-functionally to propose data-driven Solutions (e.g., administration digitisation) on behalf of the business.
- Act as a trusted advisor to executive leadership on pensions investment, operational and insurance transaction risks/opportunities.
People & Process Leadership
- Develop and mentor junior project managers, driving a culture of high performance and accountability.
- Foster effective team communication, delivering clear feedback and supporting consultant/career progression.
- Support resource planning for the central programme team, ensuring optimal allocation across active projects.
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Propositions & Capability
- Continuously refine Isio’s service offering, ensuring alignment with market demands, client expectations, and firm strategy.
- Lead innovative project management tools/approaches, addressing evolving pension market complexities (e.g., GMPe compliance).
Requirements & Experience
- Pensions industry expertise: Proven track record delivering high-value pensions projects (e.g., data transformations, GMPe realisation, or actuaries-consultation hybrids).
- Senior influence: Ability to shape strategy and negotiate with senior client stakeholders (trustees, employers, insurers).
- Multi-tasking competence: Portfolio of simultaneous projects with end-to-end accountability.
- Leadership skills: Ability to inspire and manage teams, including driving internal/consultant performance via mentorship or coaching.
- Operational fluency: Proficient use of project tools (MS Project, Excel/Mindenmetrics), plus client-critical systems like the ABL databases or pension model interfaces.
Preferred Qualifications
- APM PMQ or Chartered Project Professional (ChPP) accreditation considered highly advantageous.
- Additional pensions qualifications (e.g., CCPA/PMI Benefits) are a strong differentiator.
Note: Hybrid work will be enabled wherever practical, but regular in-person presence (especially during consulting days) may be required.
Why Join Isio?
Career Growth
- Progress that challenges and rewards. Our growing client base provides scope to stretch, take on high-value mandates, and expand responsibility.
- Leadership development. Opportunities to coach teams, drive firm-wide change (e.g., project management frameworks), and grow into specialisation areas (e.g., GMPe or insurance transactions).
- Diverse markets. Transferable experience across pensions, employee benefits, wealth, and insurance structures.
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Culture & Values – The Isio Attitude
We combine Big 4-quality rigour with fresh industry thinking. This is a place where:
- You challenge orthodoxies to build better pension outcomes for clients.
- Videos calls aren’t “on the next thing”—we create a home for professional growth, based on respect and accountability.
- Flexibility follows impact: hybrid models are adopted based on role needs, with clear expectations at the heart of success.
Belonging & Commitment
Our values span diversity, inclusion, and equity, underpinned by fairness in every decision: team تأسير, client relationships, and eligible policies. All employees qualify for our progressive workplace benefits, including:
- Professional development stipends.
- Nationwide offices with enhanced democracy—consultants/leads down depending on your agreement.
- Focus on career scaling over public hierarchy.
Diversity Matters
We encourage applicants from all backgrounds. If you require adjustments at any stage, please reach out to hrrecruitment@isio.com.
About Isio
A newly-launched force in the wealth, pensions and employee benefits advisory space, backed by Big 4 legacy consulting intellect. We blend:
- Big 4 heritage with fresh perspectives—a balance of mass experience and thread-that-needs-challenging.
- Multi-office nationwide reach backed by a network of 10 UK sites.
- Credentials trusted sufficiently to prove hard. Footnotes for ambitious professionals hungry for roles where strategy and meaningful impact matter most.
We are led by an equitable marketplace culture—one concerned with growth beyond title. Delivering the answers you weren’t sure are out there, because it’s still the right question.
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