Client Relationship Director

TN United Kingdom; City of Edinburgh; Hybrid; GBP 75,000 - 90,000; Full time

Job summary

An established industry player is seeking a dynamic relationship manager to enhance partnerships within the Workplace Pension sector. This role involves strategic planning and execution to ensure client satisfaction and retention, while driving revenue growth. The ideal candidate will possess a deep understanding of Workplace Pensions, excellent communication skills, and a commercial mindset. Join a forward-thinking organization committed to fostering a diverse and inclusive workplace, where your contributions will be valued and recognized. This is a fantastic opportunity to be part of a leading firm in the long-term savings and retirement market.

Benefits

Private Medical Cover

38 Days Annual Leave

Excellent Pension

12x Salary Life Assurance

Career Breaks

Income Protection

3x Volunteering Days

Qualifications

• Proven track record in relationship management roles.
• In-depth knowledge of Workplace Pensions and leading providers.

Responsibilities

• Manage and develop relationships with Workplace Pension employers.
• Create strategic client plans to maximize profitability.

Skills

Relationship Management

Workplace Pensions Knowledge

Communication Skills

Commercial Awareness

Job description

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Location: Home based, but the role will involve frequent travel.

Flexible working: All of our roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process.

Closing Date: 12th May 2025

Salary and benefits : From £75k, plus 20% bonus up to 40%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more.

Who are we?

We want to be the best place that any of our 6,600 colleagues have ever worked.

We’re the UK’s largest long-term savings and retirement business. We offer a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.

The role

You will be responsible for the management, development and retention of our relationships with Workplace Pension employers and trustees, ensuring delivery of maximum potential in terms of retention of value, increased revenue and development of wider opportunities to grow the business.

You will create and deliver strategic client plans which demonstrate an understanding of each account's objectives and maintain communication and engagement strategies to maximise profitability, whilst removing unprofitable business or inappropriate service offerings within the current portfolio using interpersonal skills to manage the business up or out in a way that maintains our reputation.

Be commercially responsible for growing effective and sustainable partnerships with key influencers and decision makers within aligned existing client companies. You will use judgement to identify and assess any risk or potential threats, internal or external, to the relationship with clients and act to mitigate these as appropriate.

What we’re looking for

• Proven track record of success within a relationship management role
• In-depth knowledge of Workplace Pensions (both trust and contract plans), including good awareness of leading providers and major consultancies
• Knowledge of the market, legislative and industry practice to consult and lead with key clients on suitable growth developments
• Excellent communicator with the ability to build excellent working relationships
• Commercially driven and highly responsive – conscious of adding value and oriented towards achieving business objectives

We want to hire the whole version of you.

We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you.

If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.

Please note that we reserve the right to remove adverts earlier than the advertised closing date. We encourage you to apply at the earliest opportunity.