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Client Project Manager
Client Project Manager – Pensions
Actuarial & Consulting Service Line
As an experienced Client Project Manager you will lead high-impact projects in the pensions industry, responding to client needs with strategic expertise. In this senior role, you’ll guide intricate client engagements while shaping best practices in project management and supporting business growth.
About the Role
The Pensions Project Management Team, based within our Actuarial & Consulting service line, expects you to:
- Lead strategic client projects in collaboration with senior leaders across national service lines.
- Act as a trusted advisor to high-level stakeholders and senior teams.
- Manage the full project lifecycle—from strategy definition and planning to execution, progress reporting, control, and close-out.
- Develop project management frameworks while mentoring junior team members and supporting capability growth.
- Serve as a key point of contact for data transformation prerequisites, insurance transactions (such as buy-ins & buy-outs), and GMP(e) projects.
Key Responsibilities
Client Projects & Strategy
- Craft and implement client-specific project strategy, ensuring alignment with firm and sector priorities.
- Oversee multiple projects simultaneously, managing timelines, budgets, performance risks, and deliverables.
- Provide senior/final sign-off reports to key stakeholders across all project phases.
Stakeholder & Relationship Management
- Build strong relationships with senior clients, internal teams, and leadership (nationally).
- Influence decision-making through strategic insights and clear, persuasive communication.
- Engage in business development opportunities, including pitches and proposal preparation.
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Team & Resource Leadership
- Foster a culture of high performance through mentorship, skill development, and clear leadership.
- Ensure effective cross-team collaboration and accountability.
Proposition & Capability Development
- Evolve the project management proposition, ensuring it remains competitive, client-focused, and aligned with market trends.
- Champion best practices in project delivery methodologies and long-term team capability.
Financial & Process Oversight
- Manage Work in Progress (WIP), financial budgets, fee/invoice preparation, and variance tracking.
- Support the delegation and prioritisation of resources, aligning to client and firm demands.
Business Growth & Development
- Assist in Rulean Analysis, RFPs, and pre-qualification pitches for new projects.
- Actively drive cross-client horizontal growth within pensions and related advisory services.
What We Are Looking For
Key Skills & Experience
- Proven project management expertise in pensions, actuarial, or employee benefits, ideally delivering complex, high-stakes initiatives.
- Experience managing multiple concurrent projects with competing priorities.
- Exceptional influencing skills—ability to secure alignment from executive clients and internal stakeholders.
- Innovative problem-solving to drive clarity and enhance solutions for clients and teams.
- Confident presentation & written communication to address senior forums.
Technical Requirements
- Proficiency in Microsoft Office Suite (including MS Project), ERP systems, and industry-standard project management tools.
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Professional Qualifications Preferred
- Licensed Project Management Professional (PMP) or equivalent, such as:
- APM Project Management Qualification (PMQ)
- Chartered Project Professional (ChPP)
Why Join Isio
At Isio, you’re part of a movement that delivers trust and clarity through evidenced-based insights and outcomes focused advice.
👉 Ambition Founded: Our clients—pension trustees, employers and industry leaders—choose Isio for bold, fearless advisers who apply expertise for impact.
📌 Your Future:
- Transition into senior advisory roles—shape the future of pensions with transformational projects.
- Mentorship & development—grow within a culture that encourages skill expansion.
- Hybrid flexibility—design a work-life balance that suits you.
About Isio
Committed to disrupting the status quo, we are a waiver driving the future of pensions. Our work extends beyond transactions to advise on trustee governance, investees’ challenges, and regulatory changes.
- Founded on Big 4 heritage, enriched with independent mind-set.
- A growing network across 10 UK offices, supporting diverse markets and trends.
- Supporter of inclusive excellence—read Isio’s latest Career Guides for more on how we deliver trusted advice in a supportive way. You can email support on hr-recruitment@ISIO.com for reasonable equal adjustments. We welcome applications from all backgrounds.
Isio brings value to stakeholders by building a growth-friendly environment: Impact waste has opportunity. What do you aspire to contribute?
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