DC Client Transition and Change Manager

The world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional pension funds, financial institutions, local authorities and sovereign wealth funds. To meet our clients’ complex and evolving investment needs, our investment strategies cover a broad array of asset classes and styles, including equities, bonds, property and alternatives, as well as multi-asset funds. We’re focused on continuously innovating our investment products, maintaining our reputation as experts across all asset classes, and striving to build a more responsible and sustainable future.

Role overview 

Managing and overseeing the successful onboarding, transitioning, and restructuring of new and existing client’s assets, including end to end project management, data migration and data analysis. This role is a project related 21 month fixed term contract. 

What you'll be doing

• End to end planning of the transfer of assets into LGIM and overseeing the transfer throughout the project.
• Working with specialist LGIM teams to plan and transact co-ordinated re-registration of units from LGIM and third-party managers, in-specie transfers, pre-funding and restructuring of assets.
• Accurately capturing the client’s requirements around fund set-up, transfer activity and hand offs to third party administrators, as well as creating and managing transition plans in co-operation with internal teams.
• Working with internal specialists to analyse member data, instruct unit deals and reconcile post transfer.
• Providing clients with all relevant documentation: new policy, stock transfer forms, letters of instruction and indemnity documents.  
• Project managing restructuring of assets for pre-existing clients.
• Providing consultants and clients with information post transfer, including a summary of calculations performed during a transition that illustrate the asset journey of a member’s assets.
• Being involved in future process developments/enhancements, ensuring effective and scalable processes are in place. This will include seeking regular feedback from clients with an aim to improve client experience.

• This role will require an individual with a strong background in planning and experience of asset transfers who can communicate effectively with internal stakeholders, clients, third party fund managers & ceding platform providers/administrators.
• Project planning and trade execution around asset transitions for DC pension schemes
• Demonstrable experience in performing trading reconciliations
• Excellent data analysis skills and attention to detail
• Experience communicating with clients and consultants
• Strong knowledge of excel
• Strong focus on detail, problem solving and comfortable working on complex projects
• Highly organised and proactive

When you commit to Legal & General, we’ll commit to you too. That means we’ll recognise and reward your hard work, your performance and your contribution.

If you join us, you’ll get access to some great benefits, including private medical insurance, at least 25 days holiday (excluding bank holidays), a generous pension scheme, life assurance, and Income Protection. You can participate in our electric car scheme, which offers employees the option to hire a brand new electric car through tax efficient salary sacrifice. We’re also proud to offer competitive family leave. 

You’ll have the opportunity to participate in our annual, performance-related bonus plan and valuable share schemes. And then there are the many discounts we offer that you can take advantage of – both for our own products and at a range of high street stores and online offerings

The brand with the brolly is choosing today to change tomorrow.

Since 1836, we’ve grown to become one of the world's largest asset managers, homebuilders, pension providers and insurance brands. 

We’re all here to improve the lives of our customers, build a better society for the long term, and create value for our shareholders - helping to shape a better future for society and the planet.

We need people who share our ambitions, agility and entrepreneurial spirit to help us do it.

At L&G, you’ll find a balance that helps you be your best. Empowered by hybrid working, we’re supported by technology and workplaces that enable us to work effectively wherever we are. We come together in offices to collaborate and connect, and use time at home for individual, focused activities. And, when we achieve great things, we celebrate our success and reward strong performance.

Today, there’s over 10,000 of us, working towards our mission, with plenty of opportunities to grow your career as we grow L&G. Will you join us?

Great minds don’t have to think alike, so we welcome voices from all backgrounds. Bringing together people with different life experiences helps us build empathy with our customers and drive innovation.

We don’t just talk about it, we actively promote diversity and equitable opportunities for all. That means our employment decisions are made without regard to race, colour, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability or protected veteran status. In fact, we embrace every dimension of diversity to reflect the customers and communities we serve.

We think it’s important to create an inclusive environment where we can all belong, contribute and drive progress, where you can develop and grow, and be empowered. We want you to use your voice to help us build a better tomorrow.

We all work differently, and have different needs, which is why. we’re always open to discussing flexible working arrangements. Likewise, we’re committed to finding reasonable accommodations for candidates with specific needs during our recruiting process.

So whoever you are, wherever you are, whatever your story, we'd love to hear from you.