Pensions Projects Client Manager

Hymans Robertson; Glasgow; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Profit share scheme

Hybrid working

Mental health and wellbeing support

Aspire learning portal access

Volunteering leave

Job summary

Hymans Robertson in the UK seeks a Client Manager for the Data Journey team, delivering pensions data projects across DB, DC and CARE portfolios. Based in Birmingham, Edinburgh or Glasgow, you’ll own client-facing delivery, coordinate teams and ensure on-time, compliant outcomes, with a focus on service excellence and business development.

You will build strong client relationships, manage expectations, and drive profitability while mentoring team members and supporting recruitment when needed.

Qualifications

• Honours degree or equivalent experience.
• Strong knowledge of defined benefit pensions and legislation including GMP equalisation.
• Proven project delivery within budgets and timelines.
• Experience managing client relationships.
• Strong commercial awareness and negotiation skills.
• Excellent communication skills and stakeholder influence.
• Collaborative leadership and people development.
• Proactive, self-motivated with results focus.

Responsibilities

• Scope, cost and deliver projects to timelines and budget.
• Drive profitability and manage scope creep across the portfolio.
• Prepare client billing and identify new opportunities.
• Promote Data Journey services to clients and internally.
• Support business development and client growth.
• Build and maintain client relationships as main contact.
• Plan and oversee delivery with regular updates.
• Lead by example and develop team members.
• Guide delivery with QA and evidence-based updates.

Skills

Pensions knowledge

Client management

Project delivery

Commercial awareness

Communication skills

Leadership

Collaborative mindset

Self-motivated

Education

Honours degree

Job description

The Vacancy

Our Third Party Administration (TPA) department is a dynamic administration team with a varied portfolio of clients. The team plays a key role in delivering a market-leading service to clients and members across Defined Benefit (DB), Defined Contribution (DC) and CARE pension arrangements.

An exciting opportunity is available to join this department as a Client Manager within the Data Journey team, based in Birmingham, Edinburgh or Glasgow.

What will the role involve?

This role is responsible for delivering pensions data projects across a portfolio of Data Journey clients, ensuring outcomes meet regulatory requirements and client expectations.

The role works closely with clients, internal stakeholders and the wider Data Journey team, building strong relationships and acting as a key point of contact throughout each project. It involves taking ownership of client-facing delivery, overseeing progress, coordinating team input and ensuring work is completed accurately and on time, while supporting high service standards and contributing to client and business development activity.

Key Responsibilities

Commercial focus

• Ensuring all project work is clearly scoped, costed and agreed with clients, with delivery to agreed timelines and budgets
• Driving strong commercial outcomes across the portfolio by managing profitability, identifying efficiencies and mitigating scope creep
• Preparing and managing client billing in line with work delivered
• Identifying opportunities to promote and expand Data Journey services internally and externally
• Supporting business development and contributing to client growth and new business opportunities

Client relationship management

• Building and maintaining strong relationships with a portfolio of clients, acting as a key point of contact
• Managing expectations around service and project delivery through clear and consistent communication
• Planning and overseeing project delivery, providing regular updates to clients and stakeholders
• Collaborating with internal teams, including Project Management and wider TPA, to ensure seamless delivery
• Preparing for and attending client meetings, and following up on actions and outcomes

People leadership

• Leading by example, role-modelling organisational values and promoting an inclusive team environment
• Contributing to resource planning and supporting recruitment activity where required
• Supporting the development and performance of team members through feedback, coaching and career development discussions
• Encouraging engagement, collaboration and knowledge sharing across the team
• Providing line management support, including wellbeing, performance and development conversations

General Responsibilities

• Overseeing and supporting the delivery of high-quality projects in line with service standards and internal processes
• Monitoring project progress across the client portfolio, ensuring timely and accurate delivery
• Providing technical guidance and acting as a point of contact for complex queries
• Adhering to professional standards, quality frameworks and information security policies

What’s required to succeed in this role?

• An Honours degree or equivalent relevant experience
• Strong technical knowledge of defined benefit pensions and associated legislation, with experience delivering key projects such as GMP equalisation and insurer transactions
• Experience managing client relationships, with confidence in presenting information clearly
• Proven experience managing projects to agreed quality, scope and budget
• Strong commercial awareness, with good negotiation and analytical problem-solving skills
• Excellent communication and interpersonal skills, with the ability to influence stakeholders at all levels
• Ability to build and apply knowledge of products and services effectively
• A collaborative leadership approach, with the ability to support and motivate others
• A proactive, self-motivated approach with a focus on delivering results

Ideally, candidates will have started studying towards a professional qualification such as Associate Membership of the Pensions Management Institute, or be interested in doing so. However, applications are also welcome from those with relevant UK pensions experience who can demonstrate a strong understanding of the market.

Applications are welcomed from individuals who may not meet all of the criteria but demonstrate the potential to develop the required skills with support. Additional relevant experience or knowledge not listed is also encouraged.

A more detailed role profile is available on request.

What’s on offer?

In addition to a competitive salary and access to a profit share scheme, the following benefits are available:

• A flexible benefits package tailored to individual lifestyle and needs
• A collaborative and supportive working environment where ideas are encouraged
• On-site mental health and wellbeing support
• Ongoing personal and professional development, including mentoring and access to the Aspire learning portal
• Regular social activities, three days of paid volunteering leave each year, and a day’s leave to celebrate a birthday
• Hybrid working, with an expectation of two in-office days per week
• A flexible working window between 7am and 7pm

Applications are reviewed on a rolling basis, so early submission is encouraged to avoid disappointment.

About Us

Together, we’ve been building better futures for over 100 years. For our people, our clients and their people, our communities and the environment.

We thrive on tackling complex problems. And we believe those problems are best solved by diverse teams – diverse in skills, approaches and backgrounds. Our independence lets our people be themselves and think freely, while working in a collaborative, supportive environment. We love innovative, independent thinking and want everyone to share their ideas.

Working alongside employers, trustees and financial services institutions, we offer pensions, investments, benefits and risk consulting services, as well as data and technology solutions. With over 1000 employees and counting, we’re one of the leading consultancies in our field and are proud to be recognised by numerous industry awards.

We’re committed to developing our people and encourage everyone to carve out their own career path. We’ve many colleagues who started out in one team in the business and have ended up somewhere completely different, having had the chance to develop new skills and explore new passions.

We are continually working to improve our inclusive culture and employ diverse talent. We therefore welcome applications from people from all backgrounds, which includes but isn’t limited to: age, disability, ethnic heritage, gender, marital or civil partnership status, neurodiversity, religion, sexual orientation, and socio-economic background.

Our hybrid working model offers the best of both worlds – home working as well as a fun, collaborative office environment - meaning flexible working patterns to accommodate individual needs. Find out more about our careers here .

If you need any assistance in relation to a personal requirement, medical condition or neurological difference during our selection process then please let us know.

Together, we can make this the best job you’ll ever have.

We Offer

Our culture

We live and breathe our four values – friendly, confident, partnering and straightforward – and genuinely care about out people, clients, community and the environment.

Job satisfaction

Every employee can genuinely make a difference and contribute towards achieving our purpose – together, building better futures. Whether that’s helping our clients build more secure financial futures, using your 3 days volunteering or helping us reduce our carbon footprint.

Reward and wellbeing

We offer competitive salaries, a share of company profits and an award-winning benefits package. We also take your mental, physical, social and financial wellbeing seriously, both in and outside of work.

Flexible working

We trust our people to work in a pattern that suits their circumstances with a healthy balance of home and office working.

Latest technology

We use the most up-to-date technology and software to match our ground-breaking business solutions that make life easier for us and our clients.

Career development

There is no linear path – learning opportunities are plentiful and empower you to carve out your own career.