Role requirement
Vacancy type
Permanent
Sector
Pensions
Specialisim
Defined Benefit (DB)
Location
Glasgow
Language skills
English
Job reference No.
15457
Salary
Competitive
Data Published
05/10/2023
Closing date
02/11/2023
Job Description:
One of our long standing and trusted clients has an exciting new role for a Client Manager (Data Journey) to join their team in either Glasgow or Edinburgh. The successful candidate will play key role in looking after a portfolio of Third-Party Administration client projects and manages and develops relationships with key stakeholders.
Strong relationship management skills along with technical knowledge in pensions administration is essential to help ensure a quality service is provided. Experience of DB and DC schemes is essential along with projects experience.
Essential Skills/Experience:
Qualifications:
- Holds an Honours Degree, or relevant equivalent experience.
- Preferably APMI qualified or working towards qualification.
Skills / Experience:
- Client management and customer service excellence.
- Project management principles and techniques and experience of managing projects to quality, scope, and cost.
- Proven commercial acumen.
- Strong negotiation skills.
- Experienced in scoping and costing project work.
- Strong analytical and problem-solving skills.
- Strong interpersonal and communication skills demonstrated in the ability to engage with and influence colleagues successfully across all levels of the organisation.
- Sound knowledge of the benefit structure of the scheme and its DB & DC sections
Core Responsibilities:
- Ensures all out of scope and non-standard project work is carefully scoped and costed before client acceptance and then delivered on time.
- Ensures Third-Party Administration data journey relationship with the client(s) is in line with profit and revenue projections and projects to be delivered according to individual requirements.
- Identifies and communicates new data journey proposition service offerings to the client(s) and internal consultants and helps to construct and deliver these through the team. May include new regulatory requirements.
- Acquires and maintains a solid understanding of the firm's products and services, in relation to Data Journey planning.
- Provides support to Senior Consultants around the business in account development of existing clients and participating in new business activities.
- Manages and develops the client relationship for portfolio of clients within TPA Business Unit as part of the Data Journey proposition.
- Client planning: produces client data journey plan(s) which includes processes and activities to be agreed with the client and liaises with Client Director, other colleagues to ensure the right resource is assigned to the work and delivered to agreed timescales.
- Prepares for and attends client meetings, with responsibility for tasks and actions arising from these.
- Flexibility to travel to clients and other offices.
Benefits:
- A highly competitive salary
- Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15457
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM

Contact
Titta has been with Core-Asset Consulting for 18 years, starting her recruitment career with the company. She specialises in Compliance, Financial Crime, Marketing, Pensions, and HR recruitment, with a passion for compliance and HR roles. Titta provides tailored and personal service.
Titta's expertise in Defined Benefit pensions is highly regarded, addressing a niche but critical area. Clients and candidates consistently praise her reliability and commitment to excellence. Known for her detailed understanding of various sectors, Titta is a trusted and respected consultant, continually fostering successful placements and strong relationships within the industry.
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