PRT - Transitions Director
Core
Senior client-facing role leading complex implementation activity and shaping client servicing propositions for Pension Risk Transfer transactions.
Role type
Senior IC Transitions Director (Pension Risk Transfer)
Builds
Tailored servicing responses for RFQs, client pitches, and end-to-end implementation of large PRT transactions.
Domain
Financial Services / Pension Risk Transfer / Defined Benefit Schemes
Deliverable
client delivery
Required skills
Defined Benefit pensions knowledge, Pension Risk Transfer expertise (buy-ins/buy-outs), project management, regulatory knowledge (DB wind-up), stakeholder management, data analysis, benefit calculations
Preferred skills
PMI qualification, PRINCE2 qualification
Technologies
None stated
Responsibilities
Provide technical expertise across legal, regulatory, reinsurance, product development and operational matters; Own tailored servicing responses for RFQs and support new business opportunities; Lead client and customer servicing content in pitches and finals presentations; Manage end-to-end implementation activity for large and complex PRT transactions; Produce clear documentation and MI to support governance, progress tracking and decision making; Complete post-implementation reviews with Trustees, Advisers and Administrators; Support development of pensions technical, transition and onboarding capability across the team