Legal & General
DC Client Projects Manager
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Legal & General (L&G) is a leading UK financial services group and major global investor.
We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.
We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.
Our global asset management business provides our clients and partners with complex, responsible investment solutions, working internationally across public and private markets.
Who we are
We are one of Europe’s largest asset managers and a major global investor across public and private markets.
Asset Management is a critical driver of our Group strategy. The business aims to work synergistically with our Institutional Retirement and Retail divisions to benefit our clients and customers, and deliver enhanced shareholder returns.
Our investment philosophy and processes are focused on creating value over the long term. We believe that incorporating financially material sustainability criteria, when relevant to our clients, can create value and drive positive change.
Job Description
We’re recruiting for a DC Client Projects Manager to support the growth and retention of Legal & General Asset Management's DC business with onboarding of new clients and projects for existing clients, by providing a comprehensive service to clients and advisers using effective project management methodology, organisation and communication approaches.
What you’ll be doing:
Leading and providing full project management for client projects, producing appropriate documentation to demonstrate effective project governance. Coordinating relevant teams by arranging project meetings, preparing agendas, facilitating discussions, and documenting actions for agreed clients, trustees and advisers, primarily across onboarding and client change projects Supporting transfer processes, enabling clients to move assets into Legal & General Asset Management across DC workplace products and IOP activity as required Collaborating with DC Pensions Distribution colleagues to maximise new business opportunities, producing tailored project documentation, contributing to pitches, and attending tenders, beauty parades, and site visits Working closely with DC Workplace Operations, Communications, Legal and Change teams, leading project activities and supporting or managing workstreams as required Supporting effective communication across internal and external stakeholders, ensuring clarity of roles and accountabilities, and developing and maintaining project plans Reviewing and enhancing project plans, transition process maps and templates, improving quality and efficiency, and maintaining real-time divisional MI via Salesforce Conducting post-implementation reviews, collating and sharing feedback, facilitating lessons learned sessions, and supporting continuous improvement and testimonial development Ensuring clients receive appropriate product information, providing clear explanations of documentation, implementing the distribution strategy aligned to target markets, monitoring sales activity, and identifying and escalating exceptions where required Who we’re looking for:
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Experience and knowledge of workplace pension product solutions and marketplace Demonstrable experience in presenting to external clients, trustees and advisers Demonstrable communication skills, the ability to articulate and convey information in a clear and compelling manner in writing and in person Professional qualifications or working towards them in relation to the role are desirable - Prince2 Practitioner or Agile PM qualification Ability to build good working relationships with professionals across the business, internally and externally Excellent attention to detail and focusses on improving business performance through exceptional content Ability to prioritise workload, work under pressure and to meet deadlines
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Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:
The opportunity to participate in our annual, performance -related bonus plan and valuable share schemes Generous pension contribution Life assurance Healthcare Plan (permanent employees only) At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday Competitive family leave Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only) There are many discounts we offer – both for our own products and at a range of high street stores and online We’re creating net‑zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in‑person experience
Additional Information
At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all.
If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.
We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can.
It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.
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