Pensions Transition Client Relationship Manager

  • Pavilion Recruitment Solutions
  • Oct 07, 2025
Full time Banking Finance

Job Description

We're partnering with a highly regarded consultancy that is expanding its specialist pensions teams in London and Winchester. They're looking for a skilled Transition Client Relationship Manager to take ownership of onboarding new Defined Benefit (DB) pension schemes. This role is all about building strong client relationships and ensuring smooth, well-managed transitions from start to finish.

The Opportunity

You'll be the go-to person for trustees, sponsors, and internal teams throughout the transition process. From managing scheme data and documentation through to overseeing member communications, you'll ensure every stage runs to time, budget, and quality standards.

Key Responsibilities

  • Acting as the main point of contact for clients during scheme transitions.
  • Leading projects from initial planning through to completion.
  • Reviewing key deliverables such as data migrations, benefit specifications, and communications.
  • Tracking progress, addressing risks and challenges, and producing clear reports.
  • Providing technical guidance and support to colleagues.
  • Helping to shape and improve transition processes.

Skills and Experience Required

  • A background in DB pensions administration with hands-on project management experience.
  • Strong relationship-building skills and confidence in advising clients.
  • Solid technical knowledge of pensions data and scheme documentation.
  • Excellent organisation and time management to handle competing priorities.
  • A collaborative, problem-solving mindset.