Client Director
Job Summary
Were recruiting for a Client Director 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 youll be doing:
- Building developing and maintaining strong relationships with key client decisionmakers gaining a deep understanding of tactical and strategic objectives and maintaining accurate CRM records.
- Partnering with Senior Client Directors on strategic accounts coordinating regular meetings with clients trustees and advisers and providing updates on operational performance and schemespecific initiatives.
- Ensuring robust monitoring and quality assurance of all scheduled and adhoc client reporting working closely with internal teams to resolve queries and deliver timely highquality responses.
- Taking ownership of client retention activity proactively managing at risk relationships and collaborating with senior stakeholders to strengthen longterm client outcomes.
- Identifying and progressing new business restructuring and crossselling 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 bestpractice portfolio management to maximise client satisfaction and cost efficiency piloting new initiatives and ensuring fair customer outcomes in line with Consumer Duty.
- Building strong crossbusiness relationships maintaining detailed knowledge of the DC & Workplace Savings proposition regulatory developments and market trends to deliver compliant highquality client service.
Who were 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. Theres 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 other discounts we offer both for our own products and at a range of high street stores and online
- Were creating netzero carbon workplaces by 2030 by investing in our sustainable modern offices across the UK all designed to bring people together and elevate the inperson experience
Additional Information :
At L&G we believe its possible to generate positive returns today while helping to build a better future for all.
If you join us youll 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 term-time and job shares. Although some roles have limited flexibility due to customer demand we accommodate requests when we can.
It doesnt matter if you dont 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.
Remote Work :
Yes
Employment Type :
Full-time
About Company
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 th ... View more