Retirement Solutions Strategist

We are seeking a Senior Solutions Strategist in London to design and commercialise bespoke pension and wealth solutions for UK institutional and intermediary clients. This is a front-office investment solutions role combining deep UK pensions expertise, practical portfolio design capability, and client-facing engagement. The successful candidate will translate complex retirement needs into scalable, investable solutions across DC pensions, private wealth, and intermediary platforms. This role suits a highly motivated self-starter who is comfortable operating at the intersection of investment strategy, client engagement, and product innovation.

Role Overview The Senior Solutions Strategist will play a central role across the full client lifecycle: Sales engagement (pre-mandate): Partner with distribution and institutional teams to engage early with clients, attend meetings, and design tailored investment solutions using the firm’s capabilities. Mandate onboarding: Coordinate across Solutions Portfolio Managers, Legal, Compliance, Client Service, Reporting, and Marketing to ensure smooth implementation of new mandates (coordination role, not formal project management). Post-sale ownership: Act as the investment solutions lead for client-facing retirement content, including glidepaths, benchmarks, and ongoing portfolio evolution. Represent the investment view in client discussions and bring in internal specialists where required.

Key Responsibilities Design and advise on bespoke UK pension and wealth mandates, aligning solutions to client objectives, regulation, and market conditions Lead the translation of client requirements into implementable investment structures across public markets, private assets, and ESG-integrated strategies Drive innovation in retirement solutions in response to market, regulatory, and structural pension changes Maintain deep expertise across: UK workplace pensions (DC) Private pensions and retirement income design CDC frameworks UK insurance and bulk annuity markets Adviser and intermediary platforms Act as the primary investment solutions contact for UK sales and distribution partners Collaborate closely with portfolio managers, risk, product, and research teams to ensure feasibility and scalability of solutions Contribute to thought leadership, research, and product innovation, particularly in retirement, liability-driven investing, ESG, and private markets Lead refinement and enhancement of existing mandates over time Mentor junior team members and contribute to team capability building Where relevant, integrate technology and analytics into retirement solution design in collaboration with internal teams

Required Experience & Skills 10+ years’ experience in pension solutions, retirement strategy, OCIO, or wealth/investment solutions roles within asset management, consulting, or pension funds Proven track record designing complex UK pension mandates, particularly workplace DC and/or retirement income solutions Strong understanding of: UK pensions landscape CDC structures Insurance / bulk annuity market dynamics Experience engaging with sophisticated stakeholders including: pension trustees corporates IFAs and intermediary platforms Strong technical investment knowledge across multi-asset portfolios, public and private markets, and ESG integration Ability to translate technical investment concepts into clear, client-ready communication Commercial mindset with ability to develop scalable solutions across global investment platforms Strong collaboration skills across investment, product, and distribution teams