The Role

The purpose of this role is to proactively lead the implementation of new clients into LifeSight within commercial expectations and contract commitments as well as manage business as usual projects instigated by our clients or product change.  

Role responsibilities on individual implementations start from attending the sales pitch meeting, supporting contract negotiations, working with clients and colleagues to agree implementation configuration specification, overseeing the transition of members into LifeSight, managing the initial relationship through the stabilisation period, followed by handing the client over to the client manager on an ongoing basis as part of business as usual service delivery. 

In addition to the onboarding of new clients, you will lead on projects for existing clients and product change, such as investment fund changes, membership changes, regulatory change scheme events, process improvements etc.

Sales & Implementation :

Suppor contract negotiation with clients and various stakeholders, including legal advisers Manage client expectations – both in terms of actions/decisions they need to take during the implementation programme and what they can expect of the LifeSight delivery team Develop the implementation project plan and drive completion of activity in line with plan General liaison with client on implementation progress and escalation point for issues/service delivery concerns during transition, as well as oversight of any pre-transition consulting projects WTW is involved in .  Work closely with each workstream (legal, communications, administration and asset transition) to understand internal processes and help the delivery team reach a solution within required timeline Responsible for drafting and agreeing the client implementation configuration specification, working with the client to translate their requirements into the LifeSight framework Manage reporting/communication across delivery team and appropriate internal stakeholders During transition to LifeSight and “stabilisation” period when client is newly onboarded, work more closely with the client and the LifeSight team to support project delivery to the client’s satisfaction Work closely with client’s advisors (specifically in relation to implementation configuration specification and actions/decisions client needs to take during the implementation programme and what they can expect of the LifeSight delivery team) Supporting a continuous cycle of improvements to implementation approach and process, raising suggested efficiency and effectiveness improvements to current process, documentation, and delivery management

Client management:

Act as the key point of contact for a small number of employers on an ongoing basis  Liaise weekly with the admin team and other service providers (investment, operations, communications teams, for example) to secure required reporting and issue resolution  Update employers on the impact of new legislation and regulatory changes, and any changes to the LifeSight offering/service Meet with employers on a regular basis (quarterly) to discuss MI, service delivery and overall relationship

 The Requirements

Essential

Proven track record of leading implementation projectsExcellent project and risk management skillsGood working knowledge of occupational DC pensions, pensions administration, DC investment strategies and the DC marketplace, ideally in the master trust environmentTrack record of building and maintaining client and internal relationships across complex multi discipline servicesHigh emotional intelligenceCollaborative style, with excellent written and verbal communication skillsGood stakeholder management skills and ability to negotiateSelf-motivated and self-starter attitude and ability to work with ambiguityFirm commitment to Professional Excellence and delivering a high quality serviceGreat team player, willing to “roll sleeves up” when necessaryBroad understanding of product and operational aspects of a master trust like LifeSightAble to manage a large and diverse workloadGood working knowledge of Microsoft Excel, Word, PowerPoint, Project

Desirable

Experience of working with multiple stakeholders/partners and resolving issues in a matrix environmentAbility to develop and challenge ideas to solve client/business needsProven track record of client relationship management

Equal Opportunity Employer

At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organization. We embrace all types of diversity.

We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidate.helpdesk@willistowerswatson.com.