Transition Relationship Manager (Streamlined Lead)

Overview

In this role you lead scheme transitions from planning through data cleanse, coordinating internal and trustee stakeholders to meet client commitments. You’ll drive transition capability, support a growing team, and ensure smooth data handover and client experience. You work across multiple transactions, set clear timelines, and escalate issues to keep programs on track. You’ll partner with trustees and internal teams to deliver accurate data and a strong onboarding experience.

Pay / Benefits

• competitive salary
• pension scheme and life assurance
• 25 days annual leave plus birthday
• private medical cover and income protection
• generous bonus scheme
• career progression opportunities

Responsibilities

• Motivate and develop transition support roles; provide training and guidance
• Support the Streamlined Service Manager to build transition capability and improve processes
• Project manage assigned transitions from start to finish within client/business timelines
• Lead data cleanse activities, agreeing and updating project plans with stakeholders
• Drive data cleanse to timely completion and handover to Data & Onboarding/Buyout teams
• Coordinate operational tasks for streamlined schemes (movement reporting, payroll funding) and align non-standard processes
• Manage stakeholder relationships throughout the transition to ensure positive client experience
• Clarify final data and queries, coordinating resolution until data is handed over
• Collaborate with Post Transaction Service Manager and Head of True Up on true up calculations and TPAs
• Provide cover for other transition managers and oversee client activity during absences

Key requirements

• Proven planning and organisational skills for scheme transitions
• Ability to work under pressure to meet timescales while maintaining quality
• Excellent written and verbal communication and interpersonal skills
• Self-motivated with initiative and drive
• Proficient in Microsoft Excel; data analysis and issue explanation to clients
• Strong negotiation and influencing skills; manage conflicting priorities
• Ability to manage projects through to conclusion with Trustees and EBCs
• Good understanding of life and pensions industry, especially DB pensions and de-risking market
• Experience in life and pensions industry; DB pensions or de-risking familiarity desirable
• Experience in relationship management and/or project management; PM qualifications desirable (e.g., Prince2, Agile, APM)
• Desirable: PMI or Project Management qualifications or equivalent experience

• Strong communication at all levels
• Organised with decision-making in multi-priority environments
• Proactive and self-motivated
• Microsoft Excel
• Data cleansing and data validation
• Project coordination and planning

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