Customer Relationship Manager – Pensions Partnership

About the role

Based in Leeds, this 18‑month fixed‑term position involves managing relationships with a portfolio of Local Government Pension Scheme partner funds. You will act as the primary interface between Border to Coast and its partners, ensuring a high‑quality, consistent experience across governance and engagement forums.

Key responsibilities

• Develop and maintain relationships with assigned Partner Funds, understanding their objectives and governance arrangements.
• Represent Border to Coast at pension committees, officer meetings and other governance forums.
• Coordinate delivery of a high‑quality Partner Fund experience with Advisory, Investments, Operations and other teams.
• Support customer engagement on new capabilities, propositions and strategic initiatives, providing clear and timely communication.
• Organise training sessions, workshops and engagement activities for officers and committee members.
• Manage customer queries, requests and actions within agreed timescales.
• Capture and share Partner Fund feedback to inform service development and continuous improvement.
• Maintain accurate records in the CRM system to provide reliable customer intelligence.
• Contribute to events, working groups and conferences that strengthen partnership relationships.

Required profile

• Proven experience managing client relationships in asset management, investment consulting, pensions or financial services.
• Strong knowledge of UK institutional investments and the pensions marketplace.
• Excellent communication, presentation and stakeholder‑engagement skills.
• Ability to translate investment concepts into clear customer requirements.
• Strong problem‑solving, organisational and time‑management abilities.
• Demonstrated collaboration across multiple teams and functions.
• High integrity, professionalism and personal accountability.

Required skills

• Microsoft Office applications
• Salesforce (CRM)
• Microsoft Dynamics (CRM)

What we offer

• Vitality health insurance for all employees
• Employee Assistance Programme
• 30 days of annual leave plus bank holidays
• Fully funded professional development (e.g., IMC qualification)
• Critical illness cover and pension scheme
• Leeds city‑centre office, close to the train station
• Cycle‑to‑work scheme and life assurance (6× salary)