Platform Relationship Manager
A leading asset management company is currently seeking a Platform Relationship manager.
Description:
The successful candidate will be responsible for servicing and developing relationships with the DC open-architecture platforms which distribute our client’s funds, as well as developing the client service proposition. Additionally the candidate will support the day-to-day operation of the Life Company.
Responsibilities:
Specific tasks will include:
Oversight of the Pension Management Infrastructure
- Responsible for the production of the reporting material to support the Pension Management governance framework
- Attend and actively participate in the Monthly Management Meeting, Monthly operations meeting, Permitted links Committee meeting
- Manage the relationship with internal and external suppliers and meet regularly to ensure issue resolution
- Documenting the Pension Management operations team procedures and ensuring specific procedures in the wider business are captured in the appropriate teams
- Operating the internal controls and monitoring requirement
Platform Relationships
- Form close, positive relationships with the investment platforms in order to better leverage this distribution channel by participating in regular meetings to discuss strategy, operational performance and information sharing.
- Managing the legal and operational preparation for the on-boarding and on going maintenance of fund links, (legal agreements, fee terms, and operational SLAs)
- Report production, account maintenance, operational support and query resolution. Documenting platform client service procedures.
October 8, 2012
• Posted in: General
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