Client Relationship Director

Jobtailor; City of Edinburgh; On-site; GBP 70,000 - 90,000; Full time

Job summary

Jobtailor is seeking an experienced Senior Client Relationship professional to manage Defined Contribution schemes, build strong relationships with trustees and employers, and oversee end-to-end scheme delivery in the UK market.

You will influence senior stakeholders, drive retention, and develop client plans aligned with regulatory standards and industry trends. A strategic, collaborative approach is essential.

Qualifications

• Proven track record building and strengthening relationships with key stakeholders.
• Strong understanding of DC investment solutions and pensions marketplace.
• Ability to translate complex pensions information into client-friendly solutions.

Responsibilities

• Develop and strengthen relationships with trustees, employers and key stakeholders to improve retention.
• Drive new business opportunities through retention, revenue and client satisfaction.
• Oversee delivery from implementation through the life of the scheme, ensuring compliance and quality.
• Provide strategic client plans and influence senior decision-makers to secure opportunities.
• Collaborate with internal teams to deliver market-leading pensions propositions.

Skills

Stakeholder mgmt

Project management

Data analysis

Presentation skills

Communication

Negotiation

Strategic planning

Problem solving

Team collaboration

Education

FPMI

FPC

Job description

• Develop, broaden and strengthen key client relationships to improve retention and increase assets under management
• Support development of new business and improve channel profitability through retention, revenue and income from existing clients
• Create strong, enduring relationships with clients at all levels to protect and retain valuable schemes
• Identify and deliver new opportunities by ensuring trustees and employers understand Aegon services
• Oversee delivery from implementation through the life of the scheme
• Forge deeper relationships with existing clients and achieve retention goals
• Drive opportunities to achieve value
• Deliver a strong direct-to-employer strategy and suite of services
• Oversee all aspects of team delivery while adhering to regulatory and T&C requirements
• Develop internal relationships with senior colleagues to encourage open and constructive dialogue
• Help secure profitable new corporate clients and trustees with the Workplace Sales Director
• Contribute to internal project work and key proposition developments
• Report to the Director, DC Clients

Requirements

• Strong understanding of Defined Contribution (DC) investment solutions and the wider pensions marketplace, including competitor and provider propositions
• Proven track record of building, managing and strengthening relationships with key stakeholders
• Strong influencing and negotiation skills, including confidence engaging with senior stakeholders and board-level decision makers
• Experience managing complex projects, programmes or client initiatives
• Ability to make sound commercial and business decisions using market insight, client needs and data
• Strategic mindset with experience developing and implementing client plans
• Creative and innovative problem-solving approach
• Excellent communication, presentation and stakeholder management skills
• In-depth knowledge of pensions legislation, industry developments and wider financial services trends
• Thorough understanding of corporate pension propositions and ability to translate technical information into practical, client-focused solutions
• Professional qualification such as FPMI, FPC or equivalent pensions qualification advantageous, but not essential
• Right to work in the UK
• Satisfactory credit and criminal record checks and references

Core Competencies

Demonstrates strong expertise in Defined Contribution investment solutions and corporate pension propositions, with a proven ability to build and manage relationships with key stakeholders. Capable of strategic planning and delivering client-focused solutions while adhering to regulatory requirements.

Highest-signal resume keywords

• Defined Contribution Investment Solutions
• Stakeholder Relationship Management
• Project Management
• Pensions Legislation Knowledge
• Strategic Planning

ATS Optimization Keywords

Hard Skills

• Client Retention Strategies
• Commercial Decision Making
• Data Analysis
• Problem Solving
• Presentation Skills

Soft Skills

• Influencing Skills
• Negotiation Skills
• Communication Skills
• Creative Thinking
• Team Collaboration

Certifications & Qualifications

• FPMI
• FPC

Industry Keywords

• Pensions Marketplace
• Corporate Pension Propositions
• Financial Services Trends
• Regulatory Compliance
• Client-Focused Solutions