DC Client Projects Manager (Fintech)

TL;DR

DC Client Projects Manager (Fintech): Managing the onboarding of new clients and executing projects for existing clients within the Defined Contribution (DC) pension business with an accent on project governance and stakeholder coordination. Focus on streamlining transfer processes, enhancing project documentation, and collaborating with cross-functional teams to drive business growth.

Location: Remote (Homebased), must be based in the UK

Company

Leading UK financial services group and major global investor providing retirement and protection solutions.

What you will do

• Lead end-to-end project management for client onboarding and change projects, ensuring effective governance.
• Coordinate stakeholders, trustees, and advisers through meetings and detailed documentation.
• Support asset transfer processes across DC workplace products and IOP activities.
• Collaborate with Distribution, Operations, Legal, and Change teams to maximize new business opportunities.
• Maintain divisional MI via Salesforce and optimize project plans and transition maps.
• Conduct post-implementation reviews and lead lessons-learned sessions for continuous improvement.

Requirements

• Experience and knowledge of workplace pension product solutions and the marketplace.
• Proven experience presenting to external clients, trustees, and advisers.
• Strong communication skills for clear and compelling delivery in writing and in person.
• Ability to prioritize heavy workloads and meet deadlines under pressure.
• Must be based in the UK

Nice to have

• Prince2 Practitioner or Agile PM qualification.

Culture & Benefits

• Annual performance-related bonus plan and share schemes.
• Generous pension contributions and life assurance.
• Healthcare plan for permanent employees.
• At least 25 days holiday plus public holidays, with an option to buy/sell leave.
• Electric car salary sacrifice scheme.
• Inclusive culture focusing on outcomes rather than attendance with flexible working options.