5 дней назад
Onboarding Director (Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Onboarding Director (Financial Services): Leading complex onboarding and implementation of workplace pension clients from prospect discussions through operational handover with an accent on client experience, governance, risk management, and cross-functional delivery. Focus on managing high-value implementations, challenging stakeholders through ambiguity, reducing delivery risk and timelines, and improving client conversion and retention.
Location: Hybrid role based in Edinburgh, Bristol, Leeds or London, requiring at least two days per week or 40% of working time at the office
Company
is transforming its financial services business, with a focus on technology, workplaces, and inclusive growth.
What you will do
- Lead the onboarding and implementation of large, complex workplace pension clients from prospect discussions through operational and relationship handover.
- Act as the single point of accountability and senior sponsor for complex or high-value implementations.
- Partner with Pursuit, Sales, Relationship, Operations, Proposition, Legal, and Client Servicing teams to shape onboarding approaches and support client conversion.
- Lead governance, risk management, financial control, change delivery, and operational implementation activities.
- Identify client pain points and inefficiencies, developing solutions aligned with risk and commercial appetite.
- Drive continuous improvement to reduce onboarding risk, cost, and delivery timelines while improving client retention.
Requirements
- Significant experience leading complex client onboarding, implementation, or transition programmes in pensions, financial services, or a related industry.
- Strong knowledge of the DC Workplace Pensions market and its stakeholder landscape, including trustees and advisers.
- Exceptional stakeholder management and influencing skills, including the confidence to challenge senior leaders and clients.
- Ability to lead through ambiguity, balance competing priorities, and deliver outcomes in a fast-paced environment.
- Experience managing governance, risk, financial controls, and operational delivery across complex programmes.
- Track record of driving client-centric improvements that enhance service quality, business performance, and client retention.
Culture & Benefits
- Hybrid working with workplace adjustments available for colleagues with disabilities.
- Pension contribution of up to 15% and an annual performance-related bonus.
- Share schemes, including free shares, and adaptable lifestyle benefits.
- 30 days’ holiday plus bank holidays.
- Wellbeing initiatives, generous parental leave, and diversity, equity, and inclusion programmes.
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