Senior Client Director
- Role Type
- Home based
- Closing Date
- Company Info
Working here is about being there for our customers; we’re available should the worst happen and we work together to enable social and financial equality across the UK. But it’s also about you –how you develop and what you can achieve. We’ll help your talent thrive in an environment where you’ll be supported to work flexibly and autonomously, sharing in our success and rewarded for a great performance with a generous benefits package.
- Department Info
With a team of over 400 people servicing over 2.8 million customers and over 13,000 corporate clients our Workplace DC Pensions business helps people plan and save for their retirement. Our vision is to be recognised through market leading customer engagement and digital innovation as the expert in helping customers achieve their long term saving goals and to be their employer’s partner of choice.
We’re a trusting, enthusiastic and commercially ambitious business who really care about helping our customers save for their future. We value each other and take absolute pride in performing at our very best.
We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
- Job Duties
Personal responsibility for the management, retention, long term development and growth of a small book of DC pension clients, being some of the largest and most complex and strategically important clients for LGIM, and typically FTSE50 organisations. This is a senior role in which the job holder must work independently of any management team support to build and develop long term strategic partnerships for LGIM, widening and deepening LGIM’s long term relationship with those clients.
Establish, develop, own and maintain strong relationships with key decision makers at board-level or equivalent across own strategic client portfolio, understanding the tactical and strategic goals of those businesses, and working with the wider pensions and employee benefit teams within those organisations in order to meet all client objectives, thereby ensuring long term partnerships for LGIM with these business critical organisations and in turn supporting the achievement of DC targets and ambitions
Personally take ownership for the retention strategy when a strategic client is identified as ‘at risk’, working as part of the DC senior team to take appropriate action to ensure the client is retained and the relationship further strengthened for the longer term
For own portfolio of strategically important clients, proactively ensure that all new business, profitable restructure and cross-selling opportunities are identified and progressed in a timely manner, thus ensuring maximisation of LGIM sales penetration and market share, longer term strategic client retention and further development. Ensure client record including meeting notes, relationships status etc. is well maintained on the CRM system
As a member of the senior team, participate in the setting of and later personally ensure delivery of growth targets across own strategically important portfolio in order to ensure the continued success of the division and work with the Client Directors on their own portfolios, supporting their development
Work as part of the senior team within DC Pensions presenting our strategic client management credentials to the board directors of FTSE50 organisations in order to maximise strategic and complex new business opportunities at critical tender, beauty parade and site visit stages. Work with colleagues in DC Sales to share client experience/trends/views, thereby supporting the expansion of LGIM DC’s relationship with the UK’s most significant DC intermediary consultants
Lead engagement with other areas within LGIM DC (Product, Client Communications, Change, Operations) to ensure own strategic clients continue to have available to them an appropriate range of products and services, thereby ensuring the long term delivery of LGIM DC targets and growth strategy. Use own judgement to ensure that this activity is balanced with the other needs of the DC business and of other strategically important clients. Personally take ownership on behalf of DC Distribution for product and proposition developments as required
Personally take responsibility for the maximisation of both cost effectiveness and strategic client satisfaction by implementing best practice in all aspects of long term partnership development with own strategic client portfolio, working with some of the UK’s largest employers to jointly develop and pilot new initiatives, arranging client participation in think tanks, and appropriate publicity of new initiatives to ensure LGIM’s profile, all whilst continuing to ensure that all activity undertaken in fulfilling the role considers the fair treatment of the end customer
Personally maintain an excellent knowledge of LGIM DC Pensions products, proposition and processes and of LGIM investment funds, cultivating and enhancing LGIM’s external profile amongst potential and existing strategic clients and intermediaries. Keep up-to-date with legislative developments and other market activity in order to both understand and influence strategic client employee benefit decisions and to be able to discuss relevant topics in an informed manner externally with strategically important clients and intermediaries, thereby enhancing LGIM’s external profile in the marketplace
- Skills Required
Professional qualifications in relation to the role are desirable for example PMI, Certificate in Financial Planning, IMC
Detailed experience and knowledge of workplace pension product and proposition solution design and of large corporate client needs
Strategic corporate client relationship management experience in a product provider, asset manager or EBC/significant intermediary
Commercial awareness of DC market dynamics, regulation and of the competitive landscape
Good understanding of investments, able to articulate at a high-level the performance of the funds
Proven track record of successful engagement with very senior client and intermediary stakeholders and with senior leadership teams throughout LGIM
Excellent communication skills, including the ability to negotiate at a senior level, both internally and externally, in person and in writing, and to successfully chair meetings with senior stakeholders present
Ability to listen to client issues, understanding their challenges and leveraging LGIM DC to address/resolve these issues
Excellent presentation skills including the ability to articulate and convey our proposition to a board director audience in a clear and compelling manner
Delivery focused and able to demonstrate the ability to lead a virtual team to meet challenging deadlines
High level of resilience
Whatever your role, we reward ability, performance and attitude with a package that looks after all the things that are important to you. Our employees have a wide range of benefits including a generous pension scheme, life assurance, 30 days' holiday, private medical insurance, performance related bonuses, discounts at both a huge range of high street stores and our own great products, as well as a 12% car allowance scheme, your hard work will be rewarded when you join us.
For further information about the role, please contact Lynn Morriss, UK Resourcing Lead, at email@example.com