Head of Customer Experience, Pension Risk Transfer (PRT) Operations at Phoenix Group | GB | Rezi

Head of Customer Experience, Pension Risk Transfer (PRT) Operations at Phoenix Group

Head of Customer Experience, Pension Risk Transfer (PRT) Operations

Phoenix Group · GB

1 weeks ago

Head of Customer Experience, Pension Risk Transfer (PRT) Operations

Phoenix Group · GB

11 days ago
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About the Role

The Head of Customer Experience is responsible for defining, delivering, and continuously improving the end-to-end customer experience across the BPA and Retirement Solutions business, ensuring stakeholders receive high-quality, consistent, and well-governed service.

Responsibilities

  • Own the end-to-end customer experience across members, Trustees, EBCs, advisers and other stakeholders throughout the BPA customer lifecycle.
  • Define and deliver the customer experience strategy, embedding customer needs, Trustee expectations, regulatory requirements and commercial commitments.
  • Act as the voice of the customer, shaping customer journeys, service propositions, communications and digital experiences.
  • Build and maintain trusted relationships with Trustees, EBCs and external stakeholders.
  • Lead Customer Outcomes, complaints management, member communications and proposition development.
  • Oversee the performance, governance and customer experience delivered through Third-Party Administrators and service partners.
  • Use customer insight, feedback, complaints and operational data to drive continuous improvement.
  • Partner closely with Business Development & Origination, Operations and Technology to support new business activity.
  • Lead and develop high-performing teams whilst influencing senior stakeholders.
  • Represent the Customer Experience function at governance forums, customer meetings and senior leadership committees.

Requirements

  • Significant leadership experience in customer experience, client services, customer outcomes or operational service delivery within a regulated financial services environment.
  • Proven ability to build and lead high-performing customer-focused teams.
  • Experience managing senior external stakeholder relationships, including institutional clients, Trustees, advisers or equivalent.
  • Significant understanding of pension legislation and defined benefit knowledge.
  • Strong track record of delivering customer experience improvements and service transformation initiatives.
  • Experience overseeing outsourced service providers and third-party relationships.
  • Strong understanding of customer outcomes, complaints, service quality and operational governance.
  • Demonstrated experience using customer insight, MI and performance data to drive decision-making and improvement.
  • Proven ability to influence senior stakeholders and operate effectively across operational and commercial teams.
  • Experience within BPA, pensions, retirement, insurance or long-term savings.
  • Knowledge of the BPA lifecycle, including onboarding, transition and BAU administration.
  • Experience in digital customer experience, self-service solutions and customer proposition development.
  • Relevant professional qualifications in Financial Services, Customer Experience, Operations or Pensions.

Skills

  • Customer Experience
  • Client Services
  • Customer Outcomes
  • Operational Service Delivery
  • Stakeholder Management
  • Pension Legislation
  • Defined Benefit Knowledge
  • Service Transformation
  • Third-Party Relationship Management
  • Operational Governance
  • Customer Insight Analysis
  • Influencing Skills
  • Team Leadership
  • BPA Lifecycle Knowledge
  • Digital Customer Experience
  • Proposition Development

Location

  • London

Work Type

  • Permanent
  • Hybrid
  • Part-time
  • Job-share

Experience Level

  • Senior Leadership

Education Level

  • Relevant professional qualifications in Financial Services, Customer Experience, Operations or Pensions.

Salary/Compensations

  • c.£100,000+

Benefits

  • Bonus
  • Private medical cover
  • 38 days annual leave
  • Excellent pension
  • 12x salary life assurance
  • Career breaks
  • Income protection
  • 3x volunteering days

About the Company

  • Standard Life is a retirement specialist focused entirely on retirement savings and income.
  • We champion the belief that everyone’s journey to and through retirement can be better.
  • For more than 200 years, we’ve been helping our customers plan and prepare for their financial futures.
  • We offer our colleagues flexibility, trust and benefits that work for whatever life brings.
  • In return we expect curiosity, connection, accountability and high standards.
  • We make room for what matters - so you can bring your best, every day.

Equal Opportunity

  • We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds.
  • If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you.
  • If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.