Client Director (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Client Director (Fintech): Leading client relationships for a portfolio of DC clients and providing strategic support for major accounts with an accent on retention, strategic growth, and operational performance. Focus on managing complex corporate relationships, identifying cross-selling opportunities, and ensuring high-quality client reporting.
Location: Remote (United Kingdom)
Company
is a leading UK financial services group and global asset manager providing retirement and protection solutions.
What you will do
- Lead and maintain strong relationships with key DC client decision-makers and update CRM records.
- Partner with Senior Client Directors to coordinate meetings with trustees and advisers.
- Monitor and ensure quality assurance of all scheduled and ad-hoc client reporting.
- Proactively manage 'at risk' relationships and lead client retention activities.
- Identify new business and cross-selling opportunities to support portfolio growth.
- Ensure fair customer outcomes in accordance with Consumer Duty regulations.
Requirements
- Experience and knowledge of DC product solutions and the marketplace.
- Corporate client relationship management experience in a product provider or EBC.
- Understanding of administration and operational matters for DC pension plans.
- Strong communication and presentation skills for client-facing meetings.
- Ability to analyze client challenges and leverage L&G solutions to resolve them.
Culture & Benefits
- Annual performance-related bonus and share schemes.
- Generous pension contributions and life assurance.
- Healthcare plan for permanent employees.
- Minimum 25 days holiday plus public holidays, with an option to buy/sell.
- Electric car hire scheme via salary sacrifice.
- Inclusive culture with flexible working options.
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