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DB pension scheme consolidation

Isio is the market leader in operational consolidation; we enable UK based DB pension schemes to run more efficiently and effectively by using their collective buying power and gaining operational synergies of being a portfolio of schemes serviced by one team. You can read more about our success and services here.

We currently have 80 consolidator clients and intend to grow this to over 200 schemes in the next three years. And that’s where you come in.

If you have an exceptional background in sales and opportunity origination from any professional services or consulting background, have the ability to open doors at CFO level, and have the tenacity to win work from a cold start then we have the perfect role for you. As Head of Origination, your role is to be the initial door opener, with an experienced team working alongside you to close the sale.

What’s the role?

Day to day, working a part of the consolidation leadership team, you will:

• Cultivate and leverage personal and firm-wide networks to initiate strategic conversations with CFOs of mid-sized UK companies who have a DB pension scheme based on Isio’s target list.

• Position Enplan and The Pensions Master Plan propositions with clarity aligning the benefits with the financial and governance priorities of target CFOs.

• Drive origination activity with tenacity and professionalism maintaining momentum across long sales cycles and complex stakeholder environments.

• Collaborate closely with internal teams to align outreach efforts with brand positioning, market intelligence and client insights to enable Isio to provide the solution that best meets the client’s need.

• Represent Enplan and The Pensions Master Plan in the market using thought-leadership, events, and targeted campaigns to build credibility and open doors with key decision-makers.

Where is the role?

Our consolidation clients are serviced by a dedicated team within Isio with hubs based in Manchester, Belfast and Scotland - but we are open to considering those in other locations joining the team including Birmingham, Bristol, Croydon, Edinburgh, Leeds, London and Reading. The role will be primarily office based and we provide flexibility to work on a hybrid basis.

Key skills and experience

As a challenger in the industry, we are looking for individuals with strong sales skills, a high level of professionalism, a commercial outlook and an entrepreneurial mindset and, most important, ambition. 

If you don't meet all the requirements of this role then we would still like to hear from you in anticipation of other suitable Business Development Manager roles in this 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