DC Client Manager

Legal & General; Lancashire; On-site; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Annual bonus plan

Share schemes

Generous pension contribution

Life assurance

Healthcare plan

25 days holiday + buy/sell

Discounts

Net-zero carbon workplaces

Job summary

Legal & General in the UK is seeking a Client Manager to lead the client relationship with a portfolio of DC clients and provide strategic support to Senior Client Directors across large DC schemes. The role emphasizes governance, reporting, and growth opportunities.

The successful candidate will strengthen client retention, drive joint initiatives with DC Distribution, and ensure high-quality service in a complex pension environment.

Qualifications

• Experience with DC product solutions and marketplace required.
• Corporate client relationship management experience in a product provider or equivalent.
• Understanding of administration / operational matters in relation to DC pension plans.
• Demonstrable communication/presentation skills for client meetings and written/oral delivery.
• Ability to listen to client issues and resolve them using L&G DC resources.

Responsibilities

• Building and maintaining relationships with key client decision-makers and keeping CRM up to date.
• Partnering with Senior Client Directors on strategic accounts and coordinating meetings with trustees and advisers.
• Ensuring robust monitoring and high-quality client reporting, resolving queries promptly.
• Taking ownership of client retention activity and managing at-risk relationships.
• Identifying new business opportunities and supporting distribution colleagues at pitches and visits.
• Contributing to portfolio growth targets and expanding the L&G DC & Workplace business.
• Embedding best-practice portfolio management for client satisfaction and cost efficiency.
• Building cross-business relationships and staying updated on regulatory changes and market trends.

Skills

DC product solutions

Corporate client relationship mgmt

DC pension administration

Communication skills

Listening to client issues

Job description

Legal & General (L&G) is a leading UK financial services group and major global investor.

We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.

We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

Our global asset management business provides our clients and partners with complex, responsible investment solutions, working internationally across public and private markets.

Who we are

We are one of Europe’s largest asset managers and a major global investor across public and private markets.

Asset Management is a critical driver of our Group strategy. The business aims to work synergistically with our Institutional Retirement and Retail divisions to benefit our clients and customers, and deliver enhanced shareholder returns.

Our investment philosophy and processes are focused on creating value over the long term. We believe that incorporating financially material sustainability criteria, when relevant to our clients, can create value and drive positive change.

Job Description

We’re recruiting for a Client Manager to join our award winning DC business line. The role holder will lead the client relationship with a portfolio of DC clients (across own trust, Master Trust and contract based) and provide strategic support to Senior Client Directors across some of our largest DC clients. The balance between these elements may vary, with the role flexing to meet client and business priorities

What you’ll be doing

• Building, developing and maintaining strong relationships with key client decision‑makers, gaining a deep understanding of tactical and strategic objectives and maintaining accurate CRM records
• Partnering with Senior Client Directors on strategic accounts, co‑ordinating regular meetings with clients, trustees and advisers, and providing updates on operational performance and scheme‑specific initiatives
• Ensuring robust monitoring and quality assurance of all scheduled and ad‑hoc client reporting, working closely with internal teams to resolve queries and deliver timely, high‑quality responses
• Taking ownership of client retention activity, proactively managing ‘at risk’ relationships and collaborating with senior stakeholders to strengthen long‑term client outcomes
• Identifying and progressing new business, restructuring and cross‑selling opportunities, supporting DC Distribution colleagues and representing the Client Relationship Team at pitches and site visits
• Contributing to portfolio growth targets set by senior leadership, supporting the ongoing success and expansion of the L&G DC & Workplace business
• Embedding best‑practice portfolio management to maximise client satisfaction and cost efficiency, piloting new initiatives and ensuring fair customer outcomes in line with Consumer Duty
• Building strong cross‑business relationships, maintaining detailed knowledge of the DC & Workplace Savings proposition, regulatory developments and market trends to deliver compliant, high‑quality client service

Who we’re looking for

• Experience and knowledge of DC product solutions and marketplace is a requirement
• Corporate client relationship management experience in a product provider or EBC/significant intermediary
• Understanding of administration / operational matters in relation to DC pension plans
• Demonstrable communication/presentation skill – previous client facing meeting and presentational experience is a requirement, as is the ability to articulate and convey information in a clear and compelling manner in writing and in person
• Ability to listen to client issues, understanding their challenges and leveraging L&G DC to address/resolve these issues

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer

• The opportunity to participate in our annual, performance -related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
• There are many discounts we offer – both for our own products and at a range of high street stores and online
• We’re creating net‑zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in‑person experience

Additional Information

At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all.

If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can.

It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.