About the Role
This role is responsible for managing post-transaction services, including all aspects of transitions from contract signing to full data approval and handover. The Head of Transitions will lead the transaction team, develop the company's proposition and capacity to support new business, and manage the flow of scheme transitions to ensure optimal outcomes for the business and customers. This includes escalating issues as required and maintaining excellent stakeholder management.
Responsibilities
- Manage the overall transaction teams providing direction and leadership to team management to ensure adequate allocation of transitions across the teams to meet customer expectations.
- Work alongside the Head of Post transaction Services to provide best in class service to customers (including trustees, EBC’s and interested parties).
- Ensure appropriate levels of vetting and signoffs are in place across the teams to ensure data accepted and ultimately onboarded is accurate and delivers member benefits as specified.
- Act as point of contact for Commercial team for any transactional or existing client queries, ensuring the required level of support is always available.
- Build and maintain effective relationships with EBC customers, acting as an escalation point for any issues that arise, keeping key stakeholders updated internally.
- Provide support to commercial team for technical capabilities, insurer selection meetings and RFI’s.
- Oversee the completion of effective project and stakeholder management across all transitions until the final premium is completed, communicated and settled, ensuring Trustees have the best customer experience at all times.
- Review requests for data cleanse extensions where projects are not running in line with agreed timescales.
- Drive team motivation and engagement providing clear progression opportunities and supporting the team with their development.
- Work with Dev teams to ensure scope and SME’s are provided to maximise benefits technology and system deliveries can provide.
- Ensure the transition team are part of the technical journey embracing and utilising new technology.
- Provide accurate and timely MI for all committees as required.
Requirements
- Proven planning and organisational skills with the ability to plan scheme transitions and manage a diverse work load.
- Ability to work independently and to tight deadlines, maintaining exceptional standards of accuracy and attention to detail.
- Good understanding of life and pensions industry essential, in particular DB Pensions and the DB de risking market.
- Good negotiation and influencing skills, with the ability to work with both Trustees and EBCs to drive scheme transactions through to conclusion.
- Excellent verbal, written communication and interpersonal skills, with the ability to communicate at all levels and present capability externally in a clear and concise manner.
- Excellent problem analysis and resolution skills.
- Strong project, people and stakeholder management skills.
- Experience of working in a transition or relationship management role within a DB De Risking team essential, either with a DB de risking company or TPA providing administration to a de risking company.
- Experience of working in the Pensions Industry for a similar organisation essential.
- Proven experience of working with transitions within the larger end of the market desirable.
- Experience of working with both Trustees and EBCs in an oversight and relationship management capacity with evidence of driving scheme transitions through to conclusion.
Skills
- Planning
- Organisation
- Negotiation
- Influencing
- Verbal communication
- Written communication
- Interpersonal skills
- Problem analysis
- Problem resolution
- Project management
- People management
- Stakeholder management
Location
- Reigate
- London
Work Type
- Hybrid
- Permanent
- Full-time
Experience Level
- Senior
- Management
Benefits
- Competitive salary
- Pension scheme
- Life assurance
- 25 days annual leave
- Additional day off for birthday
- Private medical cover
- Income protection
- Generous bonus scheme
- Opportunities to progress career
- Free access to Headspace app
- 24/7 employee assistance helpline
- Trained physical and mental health first aiders
- Variety of employee funded benefits via online portal
- Additional purchase options for benefits
About the Company
- Just helps people achieve a better later life through market leading, award-winning products and services.
- The company is fast-growing, with over 1,400 purpose-led colleagues who prioritize the customer.
- Just is on a growth journey to become the UK's most loved retirement expert.
Equal Opportunity
- Valuing diversity of thought and fostering a sense of belonging is critical to business success, driving innovation and balanced decision making.
- DEIB (Diversity, Equity, Inclusion and Belonging) aims to deliver a brilliant employee experience.
- Committed to HM Treasury Women in Finance Charter and Race at Work Charter targets.
- Support a wide range of employee networks and events, championing issues including intergenerational working, social mobility and neurodiversity.
