Step into a pivotal role shaping the future of pension investment services. As Partner Fund Client Director, you’ll lead relationships with Partner Funds, deliver high-quality advisory services, and support the implementation of investment strategies.
What You’ll Do
Build & Shape the Advisory Function
- Develop and deliver the business plan to establish the organisation as the principal advisor to Partner Funds.
- Design the advisory service model, support system procurement, and help recruit and build the team.
- Contribute to the design of asset class building blocks and lead onboarding ahead of government deadlines.
- Build strong, trusted relationships with Partner Funds, working closely with external advisers where needed.
Lead Client Relationships & Ongoing Delivery
- Act as primary relationship director for around four Partner Funds.
- Attend investment meetings—including Pension Committees—and provide clear, strategic investment advice.
- Agree and oversee IMAs and SLAs, ensuring commitments are met to the highest standard.
- Work internally to ensure strategies, implementation routes, and reporting are aligned with Partner Fund requirements.
- Collaborate with actuaries, consultants, and investment teams to deliver a best-in-class client experience.
What You’ll Bring
- Experience in institutional investment consulting or relationship management across public and private markets.
- Strong stakeholder-management skills and confidence engaging senior decision-makers.
- Expertise in strategic asset allocation, implementation, oversight, and reporting.
- Solid understanding of investment governance, regulation, and asset-owner responsibilities.
- Strong analytical capability (ALM, modelling, reporting) and proficiency in Excel and PowerPoint.
- Excellent communication skills, sound judgement, and a solutions-focused mindset.
- Commitment to ethical standards and ESG integration.
Qualifications
- Bachelor’s degree (required).
- CFA, actuarial qualification, or IMC (preferred).
- Ability to meet FCA approved-person requirements.
You’ll Thrive Here If You:
- Challenge constructively and think creatively.
- Take ownership and deliver with pride.
- Build trust through transparency, collaboration, and consistency.
- Care about shaping a better long-term future for beneficiaries and stakeholders.