Client Relationship Director

Transamerica Corporation; Greater London; On-site; GBP 71,000 - 106,000; Full time

Benefits offered by this job

Discretionary bonus

Enhanced pension scheme

38 days leave per year

Private medical cover

Life assurance

Lifestyle benefits

Job summary

Aegon UK is seeking a Client Relationship Director to join the Workplace team on a permanent basis, with eligibility to work in the UK and locations in Edinburgh, London or Peterborough.

You will lead strategic relationships with Trustees and Employers, drive retention and assets, and shape the client proposition. The role requires senior stakeholder influence, strong pensions knowledge, and a track record of delivering complex projects.

Qualifications

• Strong knowledge of DC investment solutions and the pensions marketplace.
• Proven track record building trusted client relationships with senior stakeholders.
• Able to influence, negotiate and challenge at board level.
• Experience leading complex projects aligned to strategic objectives.
• Understanding of pensions legislation and corporate pension propositions.

Responsibilities

• Develop and strengthen key client relationships to drive retention and assets.
• Identify opportunities and present Aegon services to Trustees/Employers.
• Oversee end-to-end scheme delivery and client programs.
• Collaborate with senior colleagues to influence strategy and propositions.
• Lead with a client-centric approach to improve profitability.

Skills

DC investments

Relationship management

Influence & negotiation

Project management

Commercial decision making

Strategic planning

Problem solving

Communication skills

Pensions knowledge

Board-level engagement

Education

FPMI or equivalent pensions qualification

Job description

Job Description Summary

Client Relationship Director Permanent
Location: Edinburgh, London or Peterborough
Salary: £70,800- £106,200 (depending on the experience you can bring)
Closing Date: 24th September 2026

About the role

People are living longer and we're excited by the opportunities this brings to help people live their best lives. We help people live their best lives. We help them with the big stuff, for the moments that matter: Pensions, Savings and Investments. At Aegon, we strive to create a diverse organisation that plays a meaningful role in driving greater equity, inclusion and belonging. We're looking for a Client Relationship Director to join our Workplace team on a permanent basis, this is a Senior role, reporting into the Director, DC Clients. Workplace is a core market for Aegon UK and therefore is critical to the strategy and success of the business. We have an ambitious growth model and the Workplace Investing team has a key objective to build on the existing strong market position and expand in the large scheme and EBC market as well as maintaining our success in the SME sector. Our focus is on digital adoption, growth and driving AUM and consolidation of assets onto our Platform. This requires the delivery of a compelling proposition and providing strong strategic relationship management. As a Client Relationship Director you will focus on developing, broadening and strengthening key client relationships to improve retention, increase assets under management, support the development of new business and help improve the profitability of the channel through driving retention, revenue and income from existing clients.

Key Responsibilities

• Creating strong, enduring relationships with clients at all levels to help protect and retain our valuable schemes.
• Identifying and delivering new opportunities through ensuring Trustees/employers are aware and understand the full range of Aegon services - with a view to improving the profitable retention of the business.
• Overseeing delivery in the widest sense from implementation and through the life of the scheme.
• Forging deeper relationships with existing clients and achieving retention goals.
• Driving opportunities to achieve value.
• Delivering a strong direct to employer strategy and suite of services.
• Overseeing all aspects of the team’s delivery, adhering to regulatory/T&C requirements.
• Developing internal relationships with senior colleagues to engender and influence open and constructive dialogue.
• Playing a pivotal role in securing profitable new corporate clients and trustees, working closely with the Workplace Sales Director.
• Internal project work, providing input to key propositional developments

Required Skills & Experience

• A strong understanding of Defined Contribution (DC) investment solutions and the wider pensions marketplace, including knowledge of competitor and provider propositions.
• A proven track record of building, managing and strengthening relationships with key stakeholders, developing trusted partnerships, influencing outcomes and delivering exceptional client experiences.
• Strong influencing and negotiation skills, with the confidence to challenge constructively, provide expert guidance and engage effectively with senior stakeholders, including board-level decision makers.
• Experience managing complex projects, programmes or client initiatives, ensuring priorities are delivered on time and aligned to strategic business objectives.
• The ability to make sound commercial and business decisions, using market insight, client needs and data to identify opportunities and drive successful outcomes.
• A strategic mindset, with experience developing and implementing client plans that support long-term business goals and deliver value for clients and the organisation.
• A creative and innovative approach to problem solving, with the ability to identify opportunities, address challenges and continuously improve ways of working.
• Excellent communication, presentation and stakeholder management skills, with experience preparing and delivering impactful messages to a variety of audiences and building credibility with diverse stakeholders.
• In-depth knowledge of pensions legislation, industry developments and wider financial services trends, with the ability to apply this knowledge in a client-facing environment.
• A thorough understanding of corporate pension propositions and the ability to translate technical information into practical, client-focused solutions.
• A professional qualification such as FPMI, FPC or an equivalent pensions qualification would be advantageous, although not essential.

What's in it for you?

• We're serious about your future and our enhanced pension scheme is now in place. We ask you to contribute 3% of your salary to your pension and we'll put in 9%. If you decide to contribute more, we'll match it up to a combined total of 20% of your salary (that's 7% from you and 13% from us).
• A discretionary bonus, depending on personal and company performance.
• 38 days leave per year (including bank holidays, pro‑rated for part‑time colleagues).
• We also offer private medical cover, life assurance, critical illness cover, enhanced parental leave and a variety of lifestyle benefits to help our employees live their best lives, including retail discount vouchers, cycle2work scheme, subsidised restaurant and online GP appointments.
• To find out more about what to expect at Aegon, visit our careers site.

The legal bits

We'll need you to confirm you have the right to work in the UK. If we offer you a job and you accept, there are some checks we need to complete before you can start with us. This will include a credit and criminal record check, as well as providing satisfactory references.

Equal Opportunity Employer

We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of age, disability, race, religion or belief, gender, sexual orientation or gender identity.

Equal Opportunity Employer

We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their age, disability, race, religion/belief, gender, sexualorientationor gender identity.

Our story

Our story started over 190 years ago, right here in the UK. We were originally founded as Scottish Equitable, but today we’re part of Aegon. We’re the UK’s largest investment platform, and we put financial wellbeing at the heart of our organisation. As a purpose‑led business, we're focused on supporting our customers as they navigate through new stages of their lives and all the moments that matter. We're here for everyone who wants to make the most of their time on the planet and leave it a little better than they found it, however grand or humble their ambitions. Working at Aegon, you'll play an important part in helping achieve this.

Read more

Read more about life at Aegon here - https://www.aegon.co.uk/careers