Client Services - Change & Transformation Lead

Phoenix Group

Flexible working is a core part of our employee offering and it's advertised as standard on all our job adverts, including being open to part-time (e.g. 4 day week @ 80% salary)

Only considering candidates eligible to work in London or Edinburgh, UK ⚠️

Job Type: Permanent

Location: This role could be based in either our London or Edinburgh offices with time spent working in the office and at home.

Closing Date: 3rd September

Salary and benefits:  Up to £140,000 plus 30% bonus up to 60%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more

We have an incredible opportunity to join us here at Phoenix Group as a Client Services - Change & Transformation Lead to join our Client Services Team in Retirement Solutions.

Who are we?

We want to be the best place that any of our 6,600 colleagues have ever worked.

We’re the UK’s largest long-term savings and retirement business. We offer a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.

The role

Responsible for leading the ongoing development and transformation initiatives for Client Services, you will embed a new operating model for annuities, support key strategic projects and change delivery to drive business growth, profitability, and operational excellence.

Working with senior leaders in Retirement Solutions, across the business and OSP's to design, deliver and embed ongoing transformation activity including change delivery for key programmes.  The role will maintain oversight of the operating model for annuities, evolving this as the business needs evolve, ensure appropriate agility and rigour to ensure it's efficient, effective and delivers against business and customer outcomes.

Key accountabilities will include:

  • Develop and implement a comprehensive transformation approach for annuities supporting business growth and profitability in line with the overall organisational objectives and strategy.
  • Identify and prioritise areas that are key opportunities for transformation, ensuring alignment with Retirement Solutions BU's strategy & company goals and objectives.
  • Accountable for the management and implementation of the Target Operating Model for Client Services providing support and guidance on engagement models and ways of working across all relevant business functions.
  • Accountable for the identification, alignment and development of key capabilities across annuities, to enable teams and functions to effectively deliver against the annuities strategy in line with the transformation/change portfolio.
  • Enable the successful delivery of change delivery and BAU plans by helping to remove blockers, facilitate implementation and support the embedding of any organisational change.
  • Collaborate with stakeholders to identify data requirements, to help ensure that accurate and relevant data is sourced for annuities and structured in an efficient way to provide insights and support business decision making.
  • Continuously review and assess the effectiveness of programmatic/project initiatives, making recommendations for improvement and adjustment as necessary.
  • Accountable for ensuring there are defined principles and governance for transformational change for Client Services, ensuring change meets business and technology standards, and that solutions are fit for purpose.
  • Ensure change is delivered within the group change methodology &  frameworks within project spend/BAU budget.
  • Deputise for the Director of Client Services as required.

What are we looking for?

We’re looking for somebody with a strong background in delivering change. Knowledge of annuities or pension related products would allow the successful candidate to hit the ground running but isn’t essential. The role will suit somebody who is a self-starter with strong stakeholder management skills. With a large change agenda, the ability to be organised with a good attention to detail is essential to ensure all change is implemented safely and on time. Most of all we are here to deliver change with the best interests of our customers in mind, therefore a great customer-first mindset would be essential.

We want to hire the whole version of you.

We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you.

 If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.

Find out more about #LifeAtPhoenix  #LI-SH1

Phoenix Groupthephoenixgroup.com

The UK's largest long-term savings and retirement business.

Working Week

Flexible working is a core part of our employee offering and it's advertised as standard on all our job adverts, including being open to part-time (e.g. 4 day week @ 80% salary)

  • Mon
  • Tue
  • Wed
  • Thu
  • 🏖️
    Fri

Our Vacation Policy

We offer 38 days annual leave including bank holidays, with the option to buy 5 additional days.

  • 38 days PTO
  • 52 unpaid Fridays
  • 90 days off per year

Remote Working Policy

We offer hybrid work with options to work from various UK offices.

Company Benefits

  • Health insurance
  • 401(k) company contribution
  • Transparent Salaries
  • Generous parental leave
  • Dentalcare
  • Equipment allowance
  • Life & Disability Insurance
  • Professional Development Budget
  • Mental Health Support

Desirable Skills and Experience

  • Change management
  • Stakeholder management
  • Attention to detail
  • Customer-first mindset
  • Self-starter
  • Knowledge of annuities

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