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.