Senior Client Relationship Executive

Legal & General (L&G) is a leading UK financial services group and major global investor.

We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.

We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

L&G Asset Management is one of Europe’s largest asset managers, providing clients and partners with complex, responsible investment solutions, across public and private markets. As a global investor, we are present where our clients most need us – from Hong Kong and Singapore, to Chicago and major European financial hubs.

Created by combining our investment management (LGIM) and asset origination (LGC) capabilities, our Asset Management division works with our Institutional Retirement and Retail divisions to benefit our clients and customers – which include individual savers, pension scheme members and global institutions – and deliver enhanced shareholder returns.

Joining us means becoming part of a market-leading team, with capabilities across the full spectrum of asset classes, with an enduring commitment to responsible investment and creating long-term, sustainable value for our clients and partners.

We’re recruiting for a Senior Client Relationship Executive to join our market leading DC team. The successful candidate will work in partnership with our Client Directors to perform a relationship management role for a portfolio of clients across Investment Only, Own Trust, Master Trust and Contract Based Schemes including some of the largest DC arrangements in the UK.

The role holder will act as a key contact between Client/Trustees and Legal & General taking the lead on Operational matters, client reporting requests and key projects. They will act as the conduit between various business areas within Legal & General to ensure the delivery of a high-quality service to our clients as well as the successful retention and growth of the DC portfolio in an efficient and profitable manner. The candidate will also be a point of contact for a small portfolio of smaller clients and respond to ad hoc requests which may arise from clients and/or advisers.

What you’ll be doing:

• Collaborating with Client Directors, Workplace Sales, and Implementation teams on a portfolio of strategic clients, coordinating regular meetings with Clients/Trustees and advisers to provide updates on operational performance and scheme-specific projects, and ensuring full monitoring and quality assurance for all reporting issued to the client portfolio, both scheduled and ad-hoc
• Acting as a key contact between Clients/Trustees, analysing, managing, and owning enquiries or escalated issues, and engaging with various teams across the Legal & General business, including Operations, to resolve scheme-specific issues. When required, working closely with members of the Operations team, investigating and resolving queries/issues, and responding to clients in a timely and high-quality manner that meets expectations
• Working with Client Directors on emerging projects, including investment transitions, rectification exercises, and communication programmes, and supporting the preparation of client meetings by creating meeting papers and liaising with clients regarding meeting logistics
• Maintaining full awareness and understanding of service commitments provided to the client portfolio, and ensuring that various areas of the business are equipped to meet those expectations
• Building strong collaborative working relationships across the DC business, developing a network of key contacts and knowledge to deliver high-quality service to Clients/Trustees within appropriate risk, governance, and compliance frameworks
• Keeping abreast of changes to the wider regulatory and legislative landscape, and assessing and adapting current processes or scheme designs accordingly
• Contributing to propositional development projects, including participating in cross-business planning and project implementation meetings
• Ensuring clients receive sufficient information to make informed decisions, in alignment with Consumer Duty principles
  
  

Who we’re looking for:

• Professional qualifications in relation to the role are desirable for example PMI, Certificate in Financial Planning, IMC
• Experience and knowledge of DC product solutions and marketplace
• Corporate client relationship management experience in a product provider, asset manager or EBC/significant intermediary
• Understanding of investments, able to articulate at a high-level the performance of the funds
• Understanding of administration / operational matters in relation to DC pension plans
• Demonstrable communication/presentation skill – previous client facing meeting and presentational experience is a requirement, as is the ability to articulate and convey information in a clear and compelling manner in writing and in person
• Ability to listen to client issues, understanding their challenges and leveraging L&G DC to address/resolve these issues
• Ability to work in a broader client team is desirable

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

• The opportunity to participate in our annual, performance -related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
• There are the many discounts we offer – both for our own products and at a range of high street stores and online
• In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart
  
  

At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all.

If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can.

It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.