Transition Relationship Manager (DB)

Location: London or Reigate (hybrid 50%)
Contract: Permanent Full Time – 35 hours

Purpose

This role is responsible for project planning and managing scheme transitions from contract negotiations through to the end of data cleanse, including the collation and validation of accurate data providing the cornerstone of the transaction and implementation of the contact. Agreeing process and timescales with the trustees and internal key stakeholders ensuring client commitments are met and issues are escalated accordingly, with excellent stakeholder management throughout the process.

Delivering strong and consistent stakeholder management setting clear and agreeable timescales and expectations; the engagement experience and journey we deliver to our clients paves the way for future business opportunities.

The role will involve working on a number of transactions at once and the transition manager is responsible for ensuring all parties involved in the initial transition activities are aware of their responsibilities. The role will also provide direction and support for the development of the Transition Consultant and Transition Support roles.

About

We help people achieve a better later life. That’s our purpose and it’s the reason we exist. We are a fast-growing company helping customers enjoy the retirement they deserve. We do this through a variety of market-leading, award-winning products and services, delivered by a diverse team of over 1,400 purpose-led colleagues who genuinely put the customer at the heart of everything we do.

This is a brilliant time to join our business. We are on an exciting growth journey to become the UK’s most loved retirement expert.

Key Responsibilities

• Project manage all transactions from exclusive appointment, or earlier if required, ensuring timely completion of all tasks in line with client and business expectations and hold client to account to deliver data and other items on time.
• Be responsible for obtaining, validating, and checking data received during the data cleanse period to ensure smooth handover to the Implementation team.
• Communicate progress, issues, and next steps to key stakeholders involved in the transaction, such as trustees and administrators.
• Support the Senior Business Development Manager with management of clients, including discussing how we can support them throughout their de-risking journey, and attendance at Trustee board meetings (where appropriate).
• Work with the DB Operations team to handle trustee queries during transition process, until schemes handed over to BAU, supporting the Implementation Managers with operational tasks such as payroll funding, member calculations, and reinsurance reporting.