Senior Manager / Associate Director
Job Description:
This is a senior leadership role within the Private Clients business, responsible for leading the Pension Administration team and ensuring the consistent delivery of high-quality client service across the service line.
The role focuses on driving operational excellence, meeting client and regulatory deadlines, and enhancing team performance through strong organisation, planning and execution, while maintaining a high-quality pensions administration service.
You will play a key role in managing team KPIs, financial performance and quality control of data and service delivery, while leading the implementation of technology-driven solutions to automate processes, improve reporting, enhance client experience and increase scalability across the Pension Administration function.
This role requires strong leadership capability, a structured and deadline-driven approach, and the ability to manage complex deliverables across multiple workstreams, with a particular emphasis on innovation, systems thinking and continuous improvement.
Team Leadership & Oversight
Provide leadership and oversight to the Pension Administration team, ensuring
clear priorities, strong performance management, and consistent delivery against client, regulatory and business objectives.
Delivery & Deadline Management
Ensure all client deliverables are completed accurately and on time; instill a
strong deadline-driven culture and proactively manage workloads and
competing priorities across the teams
KPI & Performance Management
Monitor, analyse and report on team KPIs, utilisation, and service delivery
metrics; implement corrective actions where required to maintain high
performance standards
Financial Management
Oversee the financial performance of the teams, including budgeting, WIP,
billing, recoverability and overall contribution to business targets
Project Planning & Execution
Lead and support the planning and execution of team initiatives and projects,
ensuring structured delivery, clear accountability, and successful outcomes
Quality Control
Take responsibility for the quality and accuracy of financial data entered into
internal systems, including bookkeeping, to ensure complete and reliable records that support the preparation of financial statements by the wider team.
Operational Efficiency & Process Improvement
Identify opportunities to improve processes, automate repeatable activities and enhance operational efficiency; implement scalable solutions to support the growth, control environment and effectiveness of the Pension Administration function.
Technology & Transformation
Lead the identification, design and implementation of technology-based
solutions to streamline workflows, automate core administration tasks, improve reporting and MI, and drive efficiencies across the Pension Administration team.
New Business & Client Structuring
Assist with new business opportunities, onboarding and the implementation of
pension structures and client arrangements in the most efficient, controlled and commercially effective manner.
Key Competencies / Skills / Experience / Behaviours Required
Strong deadline management and delivery focus – consistently delivers high
quality outputs within tight reporting and client deadlines
Advanced project planning and execution skills – proven ability to plan, manage and deliver complex projects (including regulatory, reporting or system transformation initiatives) from inception to completion
Strong technology and automation mindset – able to identify inefficiencies,
apply systems thinking and implement practical, scalable solutions that
improve control, capacity and client service
Excellent organisational and coordination skills – able to manage multiple
workstreams, stakeholders, and timelines simultaneously