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Director - Pensions Operational Solutions 

Isio is looking to appoint an experienced Pensions professional to join our Operational Solutions (OS) Team, where we are at the forefront of enabling pensions schemes to deliver the best outcomes for members.

Working with some of the largest and most complex schemes in the country, we support schemes to deliver their strategic goals by undertaking reviews of pension scheme data, benefit calculations, and processes and controls.

We are focussed on delivering solutions and positive outcomes to our clients and their members.

The OS team has enjoyed significant growth in the last few years, delivering a range of interesting projects across a diverse range of clients, including:

• Insurer-side due diligence
• Large-scale data and benefit rectification exercises
• Insurance readiness on data, benefits and administration records
• Reviewing operating models of large pension schemes
• Delivering data elements of large GMPE exercises where we act as third-party provider

In recent years our clients have included large high-street banks, BPA insurers, universities and other very large pension schemes.

As part of this role, you’ll be working in Isio’s Actuarial & Consulting team – over 400 pensions consultants and actuaries advising a diverse range of clients and stakeholders across the private, public and not-for-profit sectors.

We advise on everything from helping trustees and sponsors to manage their defined benefit plans, running large scale communications projects, and implementing alternative reward and pension provision. The range of work we get involved with is vast and there’ll be opportunities for you to gain lots of great, new experiences and put your skills to the test.

Colleagues in this team are based nationwide and this role can be aligned to any of our offices in Bristol, Birmingham, London, Manchester, Edinburgh, Scotland, Belfast, Leeds, Croydon or Reading in a hybrid work style.

Role and Responsibilities:

• Drive forward new business activities, build relationships with potential clients, produce tender submissions and lead pitches. Use an existing relationship network with independent trustees and other key stakeholders to develop new opportunities.
• Lead client relationships with a wide range of clients in terms of size and complexity, offering expert guidance on supporting clients complex strategic challenges. 
• Proposition development: Collaborate with senior stakeholders to shape service delivery models to support the continued success of the OS business. Be willing to raise new ideas internally and challenge thinking to ensure our work is robust and joined-up across multiple specialist teams.
• People: Support the development of our team members through coaching and mentoring, across our nationwide team, including performance management responsibilities.

Experience:

• A track record of winning and leading clients engaging in operational, data and benefit rectification projects.
• A creative mindset with the appetite to drive forward innovative thinking on product and strategic development.
• Proven network of relationships with independent trustees and pension schemes.
• Business development experience and a commercial mindset with evidenced experience of growing client revenue.
• Extensive leadership skills – leading or being part of a leadership team for a group of people covering their learning & development and building a supportive and inclusive culture.
• The ability and willingness to take on a high level of responsibility and work effectively in a team.

Demonstrated Commitment to our Core Purpose

• Power in Partnership: We work in partnership with our clients & each other – building open and trusted relationships. Working together allows us to deliver the best for our clients.
• Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society.
• Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger.
• People First: We recognise that pensions is a people business. People are the source of Isio’s expertise and it is people’s lives that we affect through our advice.

What we offer you

Isio is a people business, and we’re committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that’ll be available to you will enable you to do this.

You can find out more about Isio and the benefits we offer here Isio - Careers & Benefits

About Isio

Isio was ‘born’ in 2020 from the sale of KPMG UK’s Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience.

Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us – valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private.

At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.

We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.

If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email hrrecruitment@ISIO.com