Transition Client Relationship Manager – DB Pensions
Listed on 2026-01-11
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Finance & Banking
Financial Consultant, Risk Manager/Analyst
The Role
We are looking for an experienced Transition Client Relationship Manager to join our growing specialist team. You will be the key point of contact for trustees, sponsors, and internal stakeholders during the onboarding of new DB pension schemes. Your role will involve overseeing all aspects of the transition process – from data migration to member communications – ensuring delivery to agreed budgets, timescales, and quality standards.
Key Responsibilities- Act as the primary relationship manager during scheme transitions, building trust with clients and stakeholders.
- Lead and coordinate end‑to‑end transition projects, ensuring deadlines and budgets are met.
- Oversee and review core deliverables, including:
Migration and analysis of scheme data, Preparation of benefit specifications, Drafting and reviewing member communications. - Monitor progress against project plans, escalating issues and risks where appropriate, and producing written reports.
- Provide technical input and guidance to colleagues to ensure high‑quality outcomes.
- Contribute to the continuous improvement of our transition processes.
We’re looking for someone who thrives in a project‑focused environment and enjoys managing client relationships through complex, technical work. The ideal candidate will bring:
- Proven experience in DB pensions administration, with strong project management skills.
- Excellent client relationship management ability – confident communicator and trusted adviser.
- A solid understanding of pensions data and technical documentation.
- Strong organisational skills with the ability to manage multiple priorities.
- A collaborative, solutions‑focused approach.
Take a look at our page to see why our people love being here! As well as joining a multi‑award winning, fun, collaborative, people first organisation where your personal and professional skills will be developed to make you the best you can be, we offer an attractive benefits package designed to promote your overall wellbeing so that you are able to perform to your full potential both in and out of work.
Currently our core benefits package includes:
- Hybrid working (varies by role and department)
- professional study support (where applicable)
- Access to our internal Wellbeing, LGBTQ+, Multicultural and Women’s networks
- Life assurance, income protection, enhanced maternity/paternity/adoption and shared parental leave
- 26 days annual leave (pro-rata for part‑time working) plus bank holidays (most of which can be taken flexibly!) with options to buy & sell holiday
- Private medical insurance
- Discounted gym memberships, critical illness and dental insurance through our flexible benefits
- Eye care vouchers
- Cycle to work scheme
- Digital GP services
- Competitive pension scheme
- Discretionary bonus scheme
- High street discounts
- Season ticket loans
- Volunteering opportunities
- Electric vehicle salary sacrifice scheme (qualifying period applies)
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