And we're fully committed to keep on getting better and bigger.
To that end we're seeking an individual to take the lead on the next stage of our Master Trust Proposition Development, with the successful candidate building upon the Master Trust's already enviable position as a leading investment-focused Master Trust solution.
This is a prominent role for someone with a good understanding of the competitive landscape to join an ambitious company with serious growth objectives for its Master Trust and a strong focus on delivering the best possible outcomes for its members.
The successful applicant will have extensive experience working within the Defined Contribution pension's environment; and the role will naturally require a combination of strong technical skills, an awareness of how propositions have and are developing in UK DC, and experience of delivering change projects in a complex, multi-discipline environment.
What you will do:
- Bring an infectious enthusiasm and take the lead on a proposition that stands out from the Master Trust market, and is recognised by existing and prospective clients and their advisers as remarkable, innovative and adding meaningful value to members' retirement outcomes.
- Demonstrate a thorough and broad knowledge of DC pensions covering key proposition areas including member engagement and communication, the use of technology (back office and member facing), investment, administration, at retirement, guidance and advice.
- Be our proposition innovator and thought leader, identifying and implementing best practice - from both inside and outside the pensions industry - that supports our ambitious growth objectives, and creates an evolving and continuous improvement roadmap that enables SEI to keep challenging the status quo.
- Identify and incorporate development needed to implement legislative and regulatory initiatives, along with new and emerging industry themes.
- Work with the sales team to support our DC growth objectives, engage with consultants and third party evaluators to articulate our proposition development vision / roadmap, and explain what makes SEI different.
- All SIEL employees are responsible for the identification, assessment and control of risks and risk events. Employees will maintain a good understanding of applicable policies, procedures, risk appetites and tolerance relevant to their function and or business unit, and are expected to consider current and potential risks when making or informing business decisions. Employees are responsible for the accurate and timely escalation and recording of incidents associated to relevant risks. In addition, employees are responsible for completing all required Risk Management training.
- Willingness to immerse yourself in the SEI culture, embracing creative thinking and the mindset that anything is possible.
- Extensive experience working within the Defined Contribution pension's environment.
- Well-developed project management skills and an ability to manage multiple projects/tasks from concept through to completion within given timescales and achieving demonstrable results.
- Strong interpersonal abilities and stakeholder management skills.
- Ability to forge strong working relationships with colleagues and clients, and a willingness to roll up your sleeves and do what it takes.
- Excellent problem solving, organisational and planning skills; attention to detail and tenacity to pursue issues to their conclusion.
- Demonstrate and maintain a strong knowledge of the market and of relevant UK Pension Regulation.
- Project and change management experience, managing multiple stakeholders.
SMCR - Certified
- This role is identified as a certified role and is therefore subject to the relevant Senior Manager and Certification Regime Rules set by the FCA. This role will perform the following certified functions:
o Certification - Client Dealing - CD0 Meeting with Clients
- It is essential that you hold or are working towards the following list of qualifications (or equivalent). If not, it is essential that you are willing to undertake and complete qualifications.
o IMC
o Relevant Bachelor's Degree (Economics, Business, Maths, Accounting, Finance) or Relevant Masters/MBA
o CFA, ACA, ACCA, IAQ
o FIA (Fellow of the Faculty & Institute of Actuaries)
- Previous experience of product development projects within a DC environment.
- Ability to make strategic decisions using data and sound judgement.
- Good understanding of retail investment market and B2C propositions.
- Experience in preparing and delivering reports highlighting options and recommendations.
- Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://
To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about.
We are a technology and asset management company delivering on our promise of building brave futures ( SM) -for our clients, our communities, and ourselves. Come build your brave future at SEI.
SEI is an Equal Opportunity Employer and so much more...
After over 50 years, SEI remains a leading global provider of investment management, investment processing and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workf