Client Relationship Manager – DB Pensions
Synchronicity Group · Leeds
Job description
About the role
This position is focused on managing an established portfolio of Defined Benefit (DB) pension clients. You will act as a trusted partner, providing strategic oversight and guidance on funding, investment, and long‑term objectives within a rapidly evolving provider environment.
Key responsibilities
- Take ownership of an existing DB client portfolio.
- Deliver relationship management and strategic advice, not business development.
- Support schemes in navigating funding strategies, investment decisions, and end‑game planning.
- Collaborate with internal teams to contribute to new market propositions.
- Maintain a client‑centric approach without billable hours or revenue targets.
Required profile
- Proven experience in Defined Benefit pension funding and investment.
- Background in consultancy or a professional trustee firm.
- Strong client‑facing skills with a desire for a more focused, structured role.
- Ability to work independently while delivering technical depth.
Required skills
What we offer
- Competitive salary range of £55,000‑£70,000 per year.
- Opportunity to join a growth‑phase organisation with innovative propositions.
- Work in a collaborative environment without billable targets.
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Published 1 month ago
Expires 4 days from now
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Synchronicity Group
Leeds
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