Transitions Manager

Latest Job


Transitions Manager

Location: London (Hybrid)

Salary: Competitive


Transitions Manager | Hybrid Working (City Based) | Competitive Base + Circa Bonus

Our client is hiring a Transitions Manager! With a really dynamic collaborative culture, currently at 50 Billion AUM, they have strategic growth plans to double this within the next few years!

Role purpose:

• To manage the transition of new business into our client’s operating model.

• To guide consultants and administrators through the post-sale transition.

• Cultivate strong & trusted relationships with clients and advisers.

• Ensure that our client and their clients meet their obligations as set out in the contract.

• Manage relationships with all stakeholders and suppliers to ensure a successful scheme transition within budget.

• Take responsibility to ensure data transitioned into the existing operating model is accurate and complete.

• To understand and work within Guidelines on Treating Customers Fairly.

• To develop and enhance our client’s reputation in the marketplace for excellence and customer service.

Key Responsibilities

Responsibility: Responsibility for and leading of Internal/external teams, 3rd parties and Trustees on all aspects of a scheme Transition and handover into the existing operating model

Relationships: Cultivate a close and trusted relationship with all clients, being the key contact during the transition and then ongoing for long-term Trustee relationships. Manage and cultivate successful and productive relationships with all outsourced service providers and all of the clients’ advisers. Manage day-to-day relationships with all contracted suppliers and existing third-party administrators for the delivery of projects and building ongoing relationships.

Project Planning & Governance: Produce & manage detailed and effective plans agreed with all parties, anticipate risks & issues related to delivering that plan and establish effective solutions that result in the ultimate success of all transition projects. Ensure that plans are sufficiently thought through at the outset and that they do not constantly change. Maintain up-to-date plans and work within the governance framework internally and externally:

Financial reconciliation: Track changes in data and benefit specifications and understand the potential impact on premiums. Ensure data is reconciled throughout the project back to the initial data insured, understanding when, how and why data has changed (and informing other departments as required). Follow internal procedures for reviewing and signing off premiums, communicating these to clients and confidently managing any queries.

Administration Migration & Setup: Manage the successful migration of administration into the target model, working closely with all teams on communications, payroll, administration and calculations.

Policy issuance: Responsible for the preparation of individual policy documents, including drafting, plain English, technical accuracy, sign-off, preparation, printing and issue. Manage due diligence projects on behalf of Operations both pre & post contract.

Communications: Explain complex issues verbally, graphically and in writing to internal/external parties. Clearly communicate requirements to service providers and 3 parties as required to ensure work is fully understood, together with understanding their requirements and timescales. Responsible for ensuring the entire member communication strategy is considered, and members remain informed during the migration with clear communications. Responsible for ensuring communications are timely and accurate and that the member experience in migrating is smooth and reassuring. Members should receive no surprises and make no complaints during the process.

Person Specification:


• Excellent Project Management & Consulting skills.

• Excellent communicator

• Previous experience in a client-facing role at a senior level (Trustee and/or Company Director)

• Excellent Defined Benefit pension knowledge


• Project Management (Prince2/APM)

• Experience of Buy-ins/Buy-outs or schemes in wind-up

• PMI or other relevant pension qualifications

If you are looking to join a rapidly growing FS company within their Investment Reporting team and add significant value to their targeted growth at a senior level then this is the role for you.

Apply below or contact Thomas@weareorbis.com, Patrick@weareorbis.com or Holly@weareorbis.com for more information.

Recruiter: Tom Newton


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