Head of Origination – DB pension scheme consolidation

Head of Origination – DB pension scheme consolidation

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We’re growing and want you to be a part of our journey.

Isio is the market leader in operational consolidation; we enable UK based DB pension schemes to run more efficiently and effectively by using their collective buying power and gaining operational synergies of being a portfolio of schemes serviced by one team. You can read more about our success and services here.

We currently have 80 consolidator clients and intend to grow this to over 200 schemes in the next three years. And that’s where you come in.

If you have an exceptional background in sales and opportunity origination from any professional services or consulting background, have the ability to open doors at CFO level, and have the tenacity to win work from a cold start then we have the perfect role for you. As Head of Origination
, your role is to be the initial door opener, with an experienced team working alongside you to close the sale.

Day to day, working a part of the consolidation leadership team, you will:

• Cultivate and leverage personal and firm-wide networks to initiate strategic conversations with CFOs of mid-sized UK companies who have a DB pension scheme based on Isio’s target list.
• Position Enplan and The Pensions Master Plan propositions with clarity aligning the benefits with the financial and governance priorities of target CFOs.
• Drive origination activity with tenacity and professionalism maintaining momentum across long sales cycles and complex stakeholder environments.
• Collaborate closely with internal teams to align outreach efforts with brand positioning, market intelligence and client insights to enable Isio to provide the solution that best meets the client’s need.
• Represent Enplan and The Pensions Master Plan in the market using thought‑leadership, events, and targeted campaigns to build credibility and open doors with key decision‑makers.

Our consolidation clients are serviced by a dedicated team within Isio with hubs based in Manchester, Belfast and Scotland - but we are open to considering those in other locations joining the team including Birmingham, Bristol, Croydon, Edinburgh, Leeds, London and Reading. The role will be primarily office based and we provide flexibility to work on a hybrid basis.

As a challenger in the industry, we are looking for individuals with strong sales skills, a high level of professionalism, a commercial outlook and an entrepreneurial mindset and, most important, ambition.

If you don't meet all the requirements of this role then we would still like to hear from you in anticipation of other suitable Business Development Manager roles in this team.

• Power in Partnership
  :
  We work in partnership with our clients & each other – building open and trusted relationships. Working together allows us to deliver the best for our clients.
• Future Focus
  :
  We want to push our industry forward by solving problems in better ways that benefit both our clients & society.
• Strength in Difference
  :
  We work with diverse perspectives to find better solutions. Working with differences makes us stronger.
• People First
  :
  We recognise that pensions is a people business. People are the source of Isio’s expertise and it is people’s lives that we affect through our advice.

Isio is a people business, and we’re committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business
. The variety of work that’ll be available to you will enable you to do this.

You can find out more about Isio and the benefits we offer here Isio - Careers & Benefits.

About Isio

Isio was ‘born’ in 2020 from the sale of KPMG UK’s Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience.

Isio is built by challengers, innovators and…