You will manage the de-risking client relationships for high profile or escalated client projects, supporting the client director and acting as the central point of contact for guidance, billing analysis and budgeting.
You will work with the client director to prepare costings for new or pipeline project work across the De-risking teams. You will report to the De-risking Operational Director. You will need to demonstrate an adaptable and innovative approach to problem solving, and the ability to build relationships based on honesty, respect and encouragement to achieve success.
This role is a hybrid position where you will work from any Aptia office as well as from your home address.
What you'll be doing
- Assess and manage flagged risks in pension scheme data, which may impact on effective project delivery.
- Ensure Errors and omissions and complaints are handled in accordance with agreed procedures and within appropriate timescales, through liaison with the Professional Champion. Handle first level escalations for assigned schemes and then further elevate as appropriate to the De-risking Operational Director.
- Constantly review processes to identify any opportunities or ideas for change and discuss these with your De-risking Operational Director.
- Assess any budget risks and escalate promptly as appropriate with a clear explanation of the risks and proposed remedial action.
- Manage the billing cycle for assigned clients and report to the client director for invoicing. Proactively monitor and mitigate against any risk that may lead to a write-off or non-profitable activity.
- Lead on high profile and escalated projects, ensuring that assigned project tasks are completed in line with timescales set out in the project plans or otherwise agreed with the client at the required level of quality.
- Agree appropriate requirements, deadlines and budgets with client directors for assigned projects.
- Attend project review meetings and project kick-off calls, where required.
- Develop a flexible method of communication to support client reporting.
Here's what we're looking for
- Strong DB/DC pensions knowledge and experience.
- Relevant experience in leading client projects.
- Ability to develop and implement processes and improvements.
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