DC Pension Implementation Manager, Surrey recruitment

DC Pension Implementation Manager, Surrey, AMPRTJ14113

A leading investment management company is looking for a DC Implementation Manager to ensure that all services are being delivered to the client during the implementation of new pension plans.

Responsibilities of the role:

• Develop, monitor and update a project plan throughout the implementation and corporate action process. 

• Assist client in understanding the project delivery process and procedures.

• Interface with client and/or internal associates to solve problems and resolve outstanding issues relating to plan administration or any of the business’ products and services.

• Consult with direct reporting Manager or appropriate parties on issues requiring additional attention or decision-making.

• Establish and follow detailed on-going procedures for the administration of the plan with all impacted areas (Client Management, Financial Operations, Administration, Pension Service Centre, Communications etc.)

• Communicate scheme design features to all impacted areas of the business.

• Interact with the appropriate members of Admin and Financial Operations to ensure that all-proper controls are established.

• Co-ordinate receipt of client conversion data from prior administrator.

• Co-ordinate the reconciliation of all scheme assets with prior administrators’ member balances.

• Effectively manage the client by communicating in a timely fashion any issues that could impact the conversion schedule or result in a change of procedures.

• Work with clients’ system group to clarify data requirements: provide appropriate data, format specifications and other information as required.

• Initiate and participate in the process improvement initiative (new procedures and documenting procedures.)

• Provide management, sales, client management and admin with timely, concise status reports, as well as meeting notes for all client visits.

• Work with Systems to identify, analyse, sponsor, and install any needed systems enhancements.

• Understand the market and its needs by keeping up with industry trends and developments in the market through regular client contact, trade press, and industry conferences. 

• Understand the full array of products and services, specifically, but not restricted to the institutional arena. Examples would be services related to all aspects of the defined contribution pension schemes and funds offered to such schemes.

• Provide input in the decision making process to senior management when required.

• Help in the sales process for new prospects and client calls, as appropriate.

• To have a good understanding of the FSA’s Treating Customers Fairly regime to ensure that each customer receives the highest level of customer service and that this is applied on a consistent basis. In addition, it is essential that any TCF issues identified are fed back to line managers or TCF champions so the appropriate actions and decisions can be considered.

• Demonstrate strong presentation and interpersonal skills

• To focus on any new key objectives that may be given by senior management

Requirements of the role:

• Due to the nature of the position, the role would suit someone who is able to manage their own time and a workload that can be heavy at times. This position may also require travel at short notice

for a full list of opportunities please visit www.bruinfinancial.com