TPA Client Manager – Data Projects (Pensions Administration)

Client Manager – Data Projects (Pensions Administration)

The Opportunity

The Third-Party Administration team delivers pension administration services to a diverse client base and is responsible for providing a high-quality experience to both clients and scheme members. The department supports a broad range of pension arrangements, including Defined Benefit (DB), Defined Contribution (DC) and CARE schemes.

A vacancy has arisen for a Client Manager to join the Data Journey team, with opportunities to be based in Birmingham, Edinburgh or Glasgow.

The Role

As Client Manager, you will take responsibility for the successful delivery of pension data projects across a portfolio of Data Journey clients. The position focuses on ensuring projects are completed in line with regulatory obligations, agreed objectives and client requirements.

Working closely with clients, colleagues and specialist teams, you will act as a primary contact throughout the project life cycle. The role combines client-facing delivery, project oversight, stakeholder management and team coordination to ensure work is completed accurately, efficiently and to a high standard. You will also contribute to business growth initiatives and help maintain excellent client service levels.

Key Areas of Responsibility

Commercial Management

• Define, agree and manage project scope, fees and delivery expectations with clients.
• Ensure projects are delivered within agreed timescales and budget parameters.
• Maximise commercial performance by monitoring profitability, identifying efficiencies and controlling scope changes.
• Oversee client invoicing to ensure billing accurately reflects completed work.
• Proactively identify opportunities to broaden Data Journey services across existing and prospective clients.
• Contribute to business development activity, supporting both client retention and new business generation.

Client Engagement

• Develop and maintain trusted relationships across an assigned portfolio of clients.
• Serve as a central point of contact for client enquiries and project-related matters.
• Manage client expectations through proactive, transparent communication.
• Lead the planning and coordination of project delivery, keeping stakeholders informed of progress.
• Work in partnership with Project Management colleagues and the wider TPA function to ensure successful outcomes.
• Organise, attend and contribute to client meetings, ensuring actions are followed through to completion.

Team Leadership

• Demonstrate organisational values and encourage an inclusive, collaborative culture.
• Support workforce planning activities and assist with recruitment where required.
• Provide coaching, feedback and development support to team members.
• Encourage knowledge sharing, collaboration and team engagement.
• Undertake line management responsibilities, including well being, performance and career development discussions.

Operational Delivery

• Ensure projects are delivered to agreed quality standards and in accordance with internal procedures.
• Monitor progress across the client portfolio to maintain timely and accurate delivery.
• Provide technical support and guidance on more complex pension-related matters.
• Maintain compliance with professional standards, quality assurance frameworks and information security requirements.

Skills, Experience and Qualifications

Candidates should be able to demonstrate:

• A degree-level qualification or equivalent relevant industry experience.
• Strong technical knowledge of DB pension schemes and related legislation.
• Experience of delivering major pension projects, including GMP equalisation and insurer transaction work.
• A track record of managing client relationships and presenting information effectively.
• Experience overseeing projects with responsibility for quality, budget and scope.
• Commercial awareness combined with strong analytical and negotiation skills.
• Excellent communication and stakeholder management capabilities.
• The ability to understand, apply and promote pensions products and services.
• A supportive leadership style with experience motivating and developing colleagues.
• A proactive approach, with a focus on achieving results and delivering successful client outcomes.

Applications are particularly welcomed from individuals who are studying towards, or interested in pursuing, a professional qualification such as Associate Membership of the Pensions Management Institute. However, applicants with strong UK pensions experience and a sound understanding of the market will also be considered.

The organisation encourages applications from candidates who may not meet every requirement listed but can demonstrate the potential to develop the necessary skills. Additional relevant experience and expertise will also be taken into account.

A comprehensive role profile can be provided upon request.

Reward and Benefits

Alongside a competitive salary and participation in a profit-sharing scheme, the successful candidate will have access to:

• A flexible benefits programme designed around individual requirements.
• A supportive and collaborative culture where ideas and innovation are welcomed.
• Dedicated mental health and well being support services on-site.
• Ongoing learning and development opportunities, including mentoring and access to the Aspire learning platform.
• Social events, three days of paid volunteering leave annually and an additional day off to celebrate your birthday.
• A hybrid working arrangement, typically requiring two office based days each week.
• Flexible working hours operating between 7:00am and 7:00pm.

If you are interested please send over your CV to [email protected]