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 Overview
The 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 Responsibilities
- Design and advise on bespoke UK pension and wealth mandates, aligning solutions to client objectives, regulation, and market conditions
- Lead the translation of client requirements into implementable investment structures across public markets, private assets, and ESG-integrated strategies
- Drive innovation in retirement solutions in response to market, regulatory, and structural pension changes
- Maintain deep expertise across:
- UK workplace pensions (DC)
- Private pensions and retirement income design
- CDC frameworks
- UK insurance and bulk annuity markets
- Adviser and intermediary platforms
- Act as the primary investment solutions contact for UK sales and distribution partners
- Collaborate closely with portfolio managers, risk, product, and research teams to ensure feasibility and scalability of solutions
- Contribute to thought leadership, research, and product innovation, particularly in retirement, liability-driven investing, ESG, and private markets
- Lead refinement and enhancement of existing mandates over time
- Mentor junior team members and contribute to team capability building
- Where relevant, integrate technology and analytics into retirement solution design in collaboration with internal teams
Required Experience & Skills
- 10+ years’ experience in pension solutions, retirement strategy, OCIO, or wealth/investment solutions roles within asset management, consulting, or pension funds
- Proven track record designing complex UK pension mandates, particularly workplace DC and/or retirement income solutions
- Strong understanding of:
- UK pensions landscape
- CDC structures
- Insurance / bulk annuity market dynamics
- Experience engaging with sophisticated stakeholders including:
- pension trustees
- corporates
- IFAs and intermediary platforms
- Strong technical investment knowledge across multi-asset portfolios, public and private markets, and ESG integration
- Ability to translate technical investment concepts into clear, client-ready communication
- Commercial mindset with ability to develop scalable solutions across global investment platforms
- Strong collaboration skills across investment, product, and distribution teams