Head of Private Sector Clients - Retirement Solutions

Equiniti; London; Hybrid; GBP 60,000 - 100,000; Full time

Job description

Management Level

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.

EQ’s vision is to be the leading global share registrar, offering complementary services to its client base, and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long-term value, COLLABORATIVE in our approach, and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.

Role Summary

Equiniti Retirement Solutions (EQRS) are looking for a strong leader and client engagement professional for the role of Head of Private Sector Clients. The position will be the face of client care for up to 60 clients ranging from £1k - £5m revenue for individual projects and delivering the required benchmark profit threshold or greater. The ideal candidate will have strong technical knowledge of DB Pension Schemes as well as strong leadership and high-level relationship problem-solving skills.

The position will report into the Managing Director of Private Sector and manage a team of Relationship Directors and Pensions Managers.

This is a full-time permanent role and will be expected to be in EQ locations/site 3 days a week.

Core Duties/Responsibilities

The core duties and responsibilities are as follows, but are not limited to:

• Line manages a team of 7-10 staff inclusive of Relationship Directors (RD’s) and Pensions Managers (PM’s) and technical Proposition Leads supporting them all in technical and personal development.
• Work with the Head of Change and Head of Operations to create and understand a holistic view of the current service delivery to our client base and align this with the view of client satisfaction.
• Be the escalation point for matters relating to relationship management for our clients.
• Attend client meetings, liaising internally with Managing Director, CEO, and Corporate Sponsor where necessary.
• Attend annual client meetings to understand their needs from EQ at an overview level and preferred ways of working.
• Provide frequent reports on client matters to Managing Director and Exco.
• Oversee the build of individual client engagement models provided by the team.
• Retain sufficient knowledge and awareness of clients to be able to support revenue projections in terms of likelihood and timing.
• Responsible for owning risks on EQRS Private Sector operational risk log.
• Accountable for implementing appropriate controls along with Head of Change and Head of Operations to ensure EQ Retirement Solutions is well-governed.
• Review Client Account Plans on a regular basis for sharing with the division-wide strategic projects, where appropriate, to inform revenue likelihood and appropriate timing for strategic change on client plan.
• Maintain own awareness of pensions regulations, trustee obligations, clients’ needs and objectives, and EQ services.
• The role will fall under the FCA SMCR regime.

Skills, Capabilities and Attributes

• Must have extensive Pensions Technical knowledge and worked within the UK DB Pensions industry.
• A good understanding of pensions from scheme level and of end-to-end client operations.
• Understanding of stakeholder requirements (trustee/ corporate sponsor) and proven experience working alongside these stakeholders.
• Proven senior management capability, setting clear targets and expectations for teams.
• Ability to ensure activities and objectives are aligned with the organisational objectives.
• Qualified actuary would be desirable but not essential.
• Analytical thinker, able to identify problems, assess root cause, and develop and implement remediation solutions.
• Change leader, adaptable to change and effective in leading others through change.
• Strategic and visionary thinking and the ability to communicate clearly to a range of stakeholders including experience with providing “executive ready” updates.
• Ability to influence and gain credibility quickly across a diverse business.
• Ability to build strong relationships and comfortable working and leading in a matrix environment.
• Strong collaboration and relationship management skills across all levels of an organisation.
• Highly commercial, financially literate with cost centre management experience.

What We Offer

• Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10%.
• All Employee Long Term Incentive Plan (LTIP) – Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit.
• Health and Wellbeing – Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhanced cover.
• Flexible Benefits – The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading, and more.
• Time Off – Typically 29 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing.
• Winning together – Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed.

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief, and marriage and civil partnerships.

Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.