Head of Pension Risk Transfer (PRT) Client Proposition

Phoenix Group
London
Workplace: HybridFull timeGBP 100,000+ annuallyFunction: Legal, Risk & ComplianceSkills: ["Commercial judgement","Strategic thinking","Influencing","Communication","Collaboration"]

Own end-to-end client relationships for large, complex Pension Risk Transfer schemes, translating client needs into a winning customer/servicing proposition. Lead the roadmap and customer proposition strategy, serving as the market-facing representative through pitches, conferences, and thought leadership. Act as the key conduit between external clients and internal client servicing teams to ensure industry-best standards across the deal lifecycle, including pre- and post-sale member and client servicing.

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Phoenix Group
Phoenix Group
5 days ago

Head of Pension Risk Transfer (PRT) Client Proposition

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Source: Company careers pageValidated by: Fursa AI
Last checked: 21 hours agoStatus: Live

Job Summary

Own end-to-end client relationships for large, complex Pension Risk Transfer schemes, translating client needs into a winning customer/servicing proposition. Lead the roadmap and customer proposition strategy, serving as the market-facing representative through pitches, conferences, and thought leadership. Act as the key conduit between external clients and internal client servicing teams to ensure industry-best standards across the deal lifecycle, including pre- and post-sale member and client servicing.
Location: London
Workplace: Hybrid
Employment Type: Full time · Permanent
Job Function: Legal, Risk & Compliance
Seniority: Sr. Director level

Key Responsibilities

  • •Build and manage end-to-end client relationships, ensuring customers are at the heart of the proposition from initial prospecting through buyout.
  • •Own and manage pre- and post-sale member and client servicing, including pitching the proposition and managing ongoing client relationships with EBC buyout teams.
  • •Own the customer proposition strategy by translating client needs into servicing solutions and ensuring alignment with Client Services.
  • •Determine what a market-leading client experience looks like using market and deal feedback, as well as competitor insights.
  • •Serve as the market-facing representative through pitches, conferences, and thought leadership, building trusted relationships with trustees and market stakeholders.

Pay and Benefits

Salary: GBP 100,000 annually
Perks:Health InsuranceAnnual LeavePensionLife AssuranceIncome Protection

Key Requirements

  • •Commercially driven Pension Risk Transfer leader with a proven track record building client servicing relationships for complex PRT transactions.
  • •Deep market expertise and strong analytical capability with a thorough understanding of customer proposition.
  • •Proven ability to build and strengthen relationships with trustees, Employee Benefit Consultants, and senior stakeholders.
  • •Strong commercial judgement to contribute to customer proposition strategy and long-term growth objectives.
  • •Ability to deliver complex projects to demanding deadlines with exceptional standards of quality and professionalism.
Experience:Pension risk transferRetirement savings
Skills:Commercial judgementStrategic thinkingInfluencingCommunicationCollaboration

Company Brief

Phoenix Group
A UK long-term savings and retirement business operating brands including Standard Life, SunLife, Phoenix Life and ReAssure, managing pensions, annuities and wealth solutions with c.12 million customers and large assets under administration.
Industry: Wealth Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1782
Glassdoor
Glassdoor: 3.8
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