Transition Relationship Manager; Streamlined Lead

Transition Relationship Manager

Location:

London or Reigate (Hybrid - 50%)

Contract:

Permanent

Hours:

35 hours Purpose This role is responsible for project planning and managing scheme transitions through to the end of data cleanse, including the collation and validation of accurate data, 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 across the core and streamlined service 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 Support and Analyst roles driving the teams performance and motivation.

• Drive team motivation and support the development of the transition support roles, providing direction and training as required.
• Provide support to the Streamlined Service Manager in building the transition capability within the DB team and improving processes where required, through transition and data cleanse, ensuring project efficiencies at all times both internally and externally.
• Project Manage all assigned transitions from exclusive appointment, or earlier if required, ensuring timely completion of all tasks in line with client and business expectations.
• Act as lead on data cleanse process for assigned projects agreeing project plans with internal and external stakeholders updating as required if any key deliverables change or are delayed.
• Drive through data cleanse processes to a satisfactory conclusion, ensuring key deliverables are completed in line with agreed timescales and coordinating completion of all activities until handover to the Data & Onboarding team/ Buyout Managers.
• Communicate and agree operational tasks for all streamlined schemes in transition such as movement reporting and payroll funding with client, agreeing non-standard processes internally before implementing with clients.
• Ensure effective and complete stakeholder management through the transition process until the final premium is completed, communicated and settled, ensuring Trustees have the best customer experience at all times.
• Ensure understanding of final data and data queries, managing queries between Just and Client until finalised data schedule is agreed to a satisfactory level to be handed over to Data & Onboarding Team.
• Work with Post Transaction Service Manager and Head of True up to understand the true up calculation and TPA set up requirements, ensuring clients are kept informed of progress and any delays or issues that affect them.
• Provide regular transition progress updates to Streamlined Service Manager, Post Transaction service Manager and Head of Post Transactions, ensuring delays and issues are flagged in a timely manner.
• Provide required cover for other transition managers on leave, including oversight of other transitions and client activity.

• Proven planning and organisational skills with the ability to plan scheme transitions and manage a diverse work load.
• Able to work under pressure to achieve objectives within agreed timescales, without compromising accuracy and quality.
• Extremely organised, with the ability to make intelligent decisions when faced with competing priorities.
• Excellent at both verbal and written communication, with great interpersonal skills and the ability to communicate at all levels.
• Self-motivated with a high level of initiative/drive.
• Proficient in Microsoft Excel; with the ability to analyse and check data accordingly and efficiently whilst explaining issues to clients in a clear and appropriate manner.
• A strong negotiator, with good influencing skills, and the ability to handle conflicting priorities with internal and external stakeholders.
• Able to `Project Manage’ transactions through to conclusion by effectively partnering with Scheme Trustees and EBCs.
• Good understanding of life and pensions industry essential, in particular DB Pensions and the DB de risking market.
• Excellent problem analysis and resolution skills.
• Experience working in the…