Client Director - DC Pensions

Elliott James Consulting Limited ,
London, Greater London
More Details
Salary: From £55,000 to £60,000 per annum plus bonus and benefits

Overview

Company Info Working here is about being there for our customers; we’re available should the worst happen and we work together to enable social and financial equality across the UK. But it’s also about you –how you develop and what you can achieve. We’ll help your talent thrive in an environment where you’ll be supported to work flexibly and autonomously, sharing in our success and rewarded for a great performance with a generous benefits package. Department Info With a team of over 400 people servicing over 2.8 million customers and over 13,000 corporate clients our Workplace DC Pensions business helps people plan and save for their retirement. Our vision is to be recognised through market leading customer engagement and digital innovation as the expert in helping customers achieve their long-term saving goals and to be their employer’s partner of choice. We’re a trusting, enthusiastic and commercially ambitious business who really care about helping our customers save for their future. We value each other and take absolute pride in performing at our very best. We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation, gender identity or age. Job Duties · Establish, develop, own and maintain strong relationships with key decision makers at board-level or equivalent across the portfolio, understanding their tactical and strategic goals, attending formal and informal meetings. · Own the retention strategy when a client is ‘at risk’, escalating when required. · Ensure client records, meeting notes, relationships status etc. is well maintained on the CRM system. · Proactively ensure that all new business, profitable restructure and cross-selling opportunities are identified and progressed in a timely manner, thus ensuring maximisation of sales penetration and market share. · Participate in the delivery of growth targets across the portfolio, as set by DC senior leadership team in order to ensure the continued success of the division. · Work closely in support of other DC Pensions Distribution team colleagues where required by representing the Client Management function as part of the team maximising new business opportunities at pitches and/or site visits. · Provide feedback and engage appropriately with other areas within DC (Product, Client Communications, Change, Operations) to ensure there is an appropriate range of products and services to meet the needs of existing clients, leading to the delivery of the DC targets and growth strategy. · Maximise cost effectiveness and employer satisfaction by implementing best practice in all aspects of the management of client portfolio, working with employers to pilot and report back appropriately on new initiatives in terms of our proposition and customer experience programme and ensuring all activity undertaken in fulfilling the role considers the fair treatment of the end customer. · Personally maintain a good knowledge of DC Pensions products, proposition and processes, keep abreast of legislative developments and other market activity in order to be able to discuss relevant topics in an informed manner and to understand and influence client employee benefit decisions. Skills Required Qualifications: Professional qualifications in relation to the role are desirable for example PMI, Certificate in Financial Planning, IMC. Knowledge: · Experience and knowledge of DC product solutions and marketplace. · Corporate client relationship management experience in a product provider, asset manager or EBC/significant intermediary. · Good understanding of investments, able to articulate at a high-level the performance of the funds. Skills: · Demonstrable communication/presentation skill – previous client facing meeting and presentational experience at a senior level within significant employers and intermediaries/partners is a requirement, as is the ability to articulate and convey information in a clear and compelling manner in writing and in person. · Ability to listen to client issues, understanding their challenges and leveraging DC to address/resolve these issues. Benefits · Whatever your role, we reward ability, performance and attitude with a package that looks after all the things that are important to you. · Our employees have a wide range of benefits including a generous pension scheme, life assurance, 27 days' holiday, private medical insurance, performance related bonuses, a variety of share schemes, discounts at both a huge range of high street stores and our own great products, your hard work will be rewarded when you join us. This job was originally posted as www.totaljobs.com/job/89731576

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