Retirement Solutions Strategist

Company: Berkeley Croft
Apply for the Retirement Solutions Strategist
Location: London
Job Description:

We are seeking a Senior Solutions Strategist in London to design and commercialise bespoke pension and wealth solutions for UK institutional and intermediary clients.This is a front-office investment solutions role combining deep UK pensions expertise, practical portfolio design capability, and client-facing engagement. The successful candidate will translate complex retirement needs into scalable, investable solutions across DC pensions, private wealth, and intermediary platforms.This role suits a highly motivated self-starter who is comfortable operating at the intersection of investment strategy, client engagement, and product innovation.Role OverviewThe Senior Solutions Strategist will play a central role across the full client lifecycle:Sales engagement (pre-mandate): Partner with distribution and institutional teams to engage early with clients, attend meetings, and design tailored investment solutions using the firm’s capabilities.Mandate onboarding: Coordinate across Solutions Portfolio Managers, Legal, Compliance, Client Service, Reporting, and Marketing to ensure smooth implementation of new mandates (coordination role, not formal project management).Post-sale ownership: Act as the investment solutions lead for client-facing retirement content, including glidepaths, benchmarks, and ongoing portfolio evolution. Represent the investment view in client discussions and bring in internal specialists where required.Key ResponsibilitiesDesign and advise on bespoke UK pension and wealth mandates, aligning solutions to client objectives, regulation, and market conditionsLead the translation of client requirements into implementable investment structures across public markets, private assets, and ESG-integrated strategiesDrive innovation in retirement solutions in response to market, regulatory, and structural pension changesMaintain deep expertise across:UK workplace pensions (DC)Private pensions and retirement income designCDC frameworksUK insurance and bulk annuity marketsAdviser and intermediary platformsAct as the primary investment solutions contact for UK sales and distribution partnersCollaborate closely with portfolio managers, risk, product, and research teams to ensure feasibility and scalability of solutionsContribute to thought leadership, research, and product innovation, particularly in retirement, liability-driven investing, ESG, and private marketsLead refinement and enhancement of existing mandates over timeMentor junior team members and contribute to team capability buildingWhere relevant, integrate technology and analytics into retirement solution design in collaboration with internal teamsRequired Experience & Skills10+ years’ experience in pension solutions, retirement strategy, OCIO, or wealth/investment solutions roles within asset management, consulting, or pension fundsProven track record designing complex UK pension mandates, particularly workplace DC and/or retirement income solutionsStrong understanding of:UK pensions landscapeCDC structuresInsurance / bulk annuity market dynamicsExperience engaging with sophisticated stakeholders including:pension trusteescorporatesIFAs and intermediary platformsStrong technical investment knowledge across multi-asset portfolios, public and private markets, and ESG integrationAbility to translate technical investment concepts into clear, client-ready communicationCommercial mindset with ability to develop scalable solutions across global investment platformsStrong collaboration skills across investment, product, and distribution teams…

Posted: May 25th, 2026