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Client Relationship Manager – DB Pensions

Synchronicity Group · Leeds

55,000 - 70,000 GBP/year 🇬🇧 English

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.

    Questions fréquentes

    Le salaire proposé pour ce poste est de 55-70k GBP par an. Le détail figure dans l'annonce.
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    Published 1 month ago

    Expires 4 days from now

    12 views · 0 interested

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    Synchronicity Group

    Leeds