Transition Consultant (Insurance)

  • location


  • sector:

    Business Change

  • job type:


  • salary:

    60,000 - 85,000

  • Contact:

    Ciara Pimley

  • Email:

  • published:

    about 2 years ago

  • expiry date:


Our client, a leading pensions provider, is currently on the market for a Transition Consultant to evaluate and manage any changes to their institutional clients’ pension portfolio of assets. The role offers the chance to manage relationships with a broad portfolio of high-profile clients in a rapidly expanding business.

Key Responsibilities

  • Analyse changes to pension funds’ portfolios of assets to ensure trade runs smoothly without any unexpected costs and to ensure that errors are avoided.
  • Coordinate with several internal and external parties including custodians, investment managers, fund administrators and lawyers.
  • Prepare the project timeline, keeping stakeholders updated and pushing activities along to deliver key deliverables on time.
  • Document processes and establishing controls for new clients during transition process.
  • Work within the existing control and governance framework of the team and business, which includes extensive checklists and a peer review processes.
  • Contribute proposals for process improvements and assist when needed in the delivery of new business areas.

Key Skills and Experience

  • 5+ years of experience in a project management or transition management role.
  • Proven track record of running large projects.
  • Strong Project Management skills Project Management certifications preferred (Prince2 / PMP).
    Proven track-record of performance in current role at the highest level.
  • Successful partnering with business leaders to understand internal and external customer requirements.
  • Insurance / broking or financial services industry experience a plus.