Senior Client Partnership Manager

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Job Description

Overview

This role will manage, drive and own the relationship between the client and the business with a view to achieving client satisfaction and revenue targets.

Key Accountabilities and main responsibilities

Strategic Focus

• Act as the Lead Relationship Manager for a key strategic client, developing and owning multi-level relationships with key stakeholders including key decision makers and C suite executives.
• Convert strategic objectives into tangible projects/products/services and work with internal stakeholders to ensure delivery within agreed timelines, providing regular updates to the Head of Client Partnerships and wider Senior Leadership team.
• Maintain and develop revenue (in line with targets) through the generation of contractual revenue streams, contract variations and new products and service opportunities.
• Actively identify opportunities to further strengthen the relationship between the client and the business.
• Act as the primary business representative to the client, ensuring clear communication from a service, regulatory and commercial perspective, working in partnership with Operational teams, as required.
• Gain a deep understanding of the client's growth targets and provide input on how MUFG can support and add value.
• Identify innovative solutions and initiatives to help implement client requirements and work with internal stakeholders to deliver.
• Advocate for the client by thoroughly understanding their objectives and ensuring efforts are aligned to meet their goals.
• Lead and deliver on key MUFG initiatives.

Operational Management

• Own the client relationship internally; working with internal departments to ensure smooth running of the client account.
• Play a pivotal role in client meetings - Chair quarterly Business Review meetings, operational reviews, and due diligence meetings.
• Lead on discussions and work related to Legal contract updates and ensure the client account is serviced in line contractual agreements.
• Actively manage key internal relationships to ensure delivery of high-quality services.
• Ensure all services are being delivered as outlined in the relevant Service Level Agreement and work with internal stake holders to manage client issues to resolution.
• Drive accountability within all areas of the business to deliver required results.
• Act as a point of contact and escalation.
• Proactively identify and action opportunities for process improvement.
• Prepare and present business cases to internal and external stakeholders.
• Attend and, where appropriate, present to relevant internal and external Boards, Forums and Industry events on both strategic and operational matters.

People Leadership

• Manage, drive and own critical client relationships with a view to achieving client satisfaction and revenue targets.
• Act as a role model within the team and provide support to team members, as and when required.
• Contribute to the development of the team by actively participating in team meetings, business forums/committees and by sharing information.

Governance & Risk

• Define and implement strategies to ensure profitability of the Client account.
• Keep the CRM updated with key client information and activities, including Fee-For-Service pipeline.
• Create and maintain procedures for key processes within the Client Partnerships team and ensure these are stored centrally.
• Maintain up to date knowledge of pension legislation and trends.
• Ensure compliance to HMRC, the Pension Regulator and any other relevant bodies.

The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs.

Experience & Personal Attributes

• 10+ years experience in the Finance industry in client facing roles. 3 + years proven experience managing strategic client relationships.
• Exceptional relationship and stakeholder management skills.
• Proven experience in negotiating and influencing stakeholders.
• Sound judgment and commercial decision making skills.
• Ability to market and promote products and services.
• Delivery / outcome focused.
• Budgeting and financial forecasting.
• Working knowledge of Pension products and systems.
• Excellent written and verbal communication.
• Solid logic and analytical skills.
• Computer literate (Excel, Word, Power point).
• Strong problem solving capability.
• PMI qualifications to Level 4 or Diploma desirable.
• Knowledge of compliance and legislation applicable to Pensions.

About Us

MUFG Pension & Market Services is a global, digitally enabled business connecting millions of people with their assets - safely, securely and responsibly.

Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences.

A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights.

About the Team

Our MUFG Retirement Solutions division combines its proprietary technology, process and people to deliver a comprehensive financial data solution to its superannuation clients. We support clients across all superannuation fund sectors including government, industry, retail and corporate.

By accompanying our core member and employer administration with a full range of value-added services, we offer the most comprehensive superannuation administration solution on the market. The scale, adaptability and ease of use of our proprietary systems, in conjunction with our integrated analytics offering, allow us to innovate and grow with the needs of our clients.

MUFG Pension & Market Services is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.

We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of the MUFG Pension & Market Services journey and together we will achieve our full potential.

We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.

Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.