Onboarding Director at Lloyds Banking Group | BST, GB | Rezi

Onboarding Director at Lloyds Banking Group

Onboarding Director

Lloyds Banking Group · BST, GB

1 weeks ago

Onboarding Director

Lloyds Banking Group · BST, GB

10 days ago
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About the Role

This senior leadership role within the Workplace Strategic Relationships team supports growth in the DC Workplace market, influencing and driving solutions across business units. It partners with the Implementation Senior Manager to ensure the successful onboarding and implementation of large, complex workplace pension clients, co-owning the transition and leading externally from prospect to handover. The role is accountable for delivering a consistently high-quality client experience at scale, ensuring onboarding is a competitive strength that supports new business conversion, client advocacy, and long-term retention.

Responsibilities

  • Early identification of client pain points and inefficiencies with their existing pension arrangement and develop solutions in line with LBG risk and commercial appetite.
  • Support onboarding delivery from early external prospect discussion through to live operational handover.
  • Act as the single point of accountability for complex or high-value implementations.
  • Partner with Pursuit, Sales, and Relationship teams to shape onboarding approach in bids and support client conversion.
  • Lead delivery of onboarding with broad stakeholder management to encompass change delivery as well as supporting activity through implementation such as strong governance, risk management, and financial control.
  • Ensure seamless collaboration across internal teams including operations, proposition, legal, and client servicing.
  • Act as senior sponsor for onboarding clients, ensuring a market-leading client experience.
  • Drive continuous improvement in onboarding processes, reducing risk, cost, and delivery timelines.
  • Exceptional stakeholder management across the DC market including trustees, advisers (EBCs), corporate clients, and internal specialists.

Requirements

  • Significant experience leading complex client onboarding, implementation or transition programmes within pensions, financial services or a related industry.
  • Strong knowledge of the DC Workplace Pensions market and the wider stakeholder landscape including trustees and advisers.
  • Exceptional stakeholder management and influencing skills with the confidence to challenge senior leaders and clients when required.
  • Proven ability to lead through ambiguity, balance competing priorities and deliver successful outcomes in a fast-paced environment.
  • Experience managing governance, risk, financial controls and operational delivery across complex programmes.
  • A track record of driving client-centric improvements that enhance service quality, business performance and client retention.

Skills

  • Stakeholder management
  • Influencing skills
  • Leading through ambiguity
  • Balancing competing priorities
  • Risk management
  • Financial control
  • Operational delivery
  • Client-centric improvements

Location

  • Edinburgh
  • Bristol
  • Leeds
  • London

Work Type

  • Hybrid Working
  • Job Share
  • Full-Time

Experience Level

  • Senior leadership role
  • Significant experience

Salary/Compensations

  • Competitive package available

Benefits

  • Generous pension contribution of up to 15%
  • Annual performance-related bonus
  • Share schemes including free shares
  • Benefits you can adapt to your lifestyle, such as discounted shopping
  • 30 days’ holiday, with bank holidays on top
  • A range of wellbeing initiatives
  • Generous parental leave policies

About the Company

  • We’re on an exciting journey to transform our Group and the way we’re shaping finance for good.
  • We’re focusing on the future, investing in our technologies, workplaces, and colleagues to make our Group a great place for everyone!
  • Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities and we’re committed to creating an environment in which everyone can thrive, learn and develop.
  • We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.
  • We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers.
  • At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper.
  • Across the Group, our colleagues are focused on making a difference to customers, businesses and communities.
  • With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.
  • We keep your data safe.
  • We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve.
  • Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.

Equal Opportunity

  • We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns.
  • As a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme.