Retirement Solutions Strategist

Job description

We are seeking a Senior Solutions Strategist in London to design and commercialise bespoke pension and wealth solutions for UK institutional and intermediary clients.

This is a front-office investment solutions role combining deep UK pensions expertise, practical portfolio design capability, and client-facing engagement. The successful candidate will translate complex retirement needs into scalable, investable solutions across DC pensions, private wealth, and intermediary platforms.

This role suits a highly motivated self-starter who is comfortable operating at the intersection of investment strategy, client engagement, and product innovation.

Role Overview

The Senior Solutions Strategist will play a central role across the full client lifecycle:

• Sales engagement (pre-mandate):
• Partner with distribution and institutional teams to engage early with clients, attend meetings, and design tailored investment solutions using the firm’s capabilities.
• Mandate onboarding:
• Coordinate across Solutions Portfolio Managers, Legal, Compliance, Client Service, Reporting, and Marketing to ensure smooth implementation of new mandates (coordination role, not formal project management).
• Post-sale ownership:
• Act as the investment solutions lead for client-facing retirement content, including glidepaths, benchmarks, and ongoing portfolio evolution. Represent the investment view in client discussions and bring in internal specialists where required.

Key Responsibilities

• Design and advise on bespoke UK pension and wealth mandates, aligning solutions to client objectives, regulation, and market conditions
• Lead the translation of client requirements into implementable investment structures across public markets, private assets, and ESG-integrated strategies
• Drive innovation in retirement solutions in response to market, regulatory, and structural pension changes
• Maintain deep expertise across:
• UK workplace pensions (DC)
• Private pensions and retirement income design
• CDC frameworks
• UK insurance and bulk annuity markets
• Adviser and intermediary platforms
• Act as the primary investment solutions contact for UK sales and distribution partners
• Collaborate closely with portfolio managers, risk, product, and research teams to ensure feasibility and scalability of solutions
• Contribute to thought leadership, research, and product innovation, particularly in retirement, liability-driven investing, ESG, and private markets
• Lead refinement and enhancement of existing mandates over time
• Mentor junior team members and contribute to team capability building
• Where relevant, integrate technology and analytics into retirement solution design in collaboration with internal teams

Required Experience & Skills

• 10+ years’ experience in pension solutions, retirement strategy, OCIO, or wealth/investment solutions roles within asset management, consulting, or pension funds
• Proven track record designing complex UK pension mandates, particularly workplace DC and/or retirement income solutions
• Strong understanding of:
• UK pensions landscape
• CDC structures
• Insurance / bulk annuity market dynamics
• Experience engaging with sophisticated stakeholders including:
• pension trustees
• corporates
• IFAs and intermediary platforms
• Strong technical investment knowledge across multi-asset portfolios, public and private markets, and ESG integration
• Ability to translate technical investment concepts into clear, client-ready communication
• Commercial mindset with ability to develop scalable solutions across global investment platforms
• Strong collaboration skills across investment, product, and distribution teams

Extra information

Status

Open

Education Level

Secondary School

Location

City of London

Type of Contract

Full-time jobs

Published at

02-05-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English