Role

JP Morgan Personal Investing is expanding their personal pension offering as part of an ambitious growth agenda over the next 18 months. The existing pension operations team tasks cover transfers in, contributions and drawdown but as the pension provider they primarily enable those and other tasks to be executed by a third-party administrator. We are transitioning to become a full digital personal pension scheme operator and will be bringing the full range of pension operations tasks in-house. You will be expected to directly support the Product team in leading new operations process design; restructure and grow the pension operations team then transition that team to a new pension platform, all during BAU. The role offers leadership opportunities from an early stage.

We are looking for a personal pensions operations specialist with deep expertise in delivering, consulting on or directly managing personal pension operations including cash transfers, contributions, crystallisation, drawdown and organizational governance while ensuring regulatory compliance through controls and second line. Ideally you will have team leadership skills to draw on, the curiosity to find solutions to complex problems and the motivation, courage and will to resolve them.

Job responsibilities

• Work with business partners to design, introduce new or re-engineer existing processes and business applications to fulfil all operational tasks expected of a personal pension operator.
• Structure, expand, upskill then lead the pensions operations team.
• Support the implementation of strategic change initiatives to develop our offering and enhance service delivery.
• Support then deliver BAU team activity.

Required qualifications, capabilities, and skills

• Experience delivering and / or consulting on pension operations ideally in personal pensions / SIPPs. Experience with occupational DC schemes will be considered.
• End to end project management experience including scoping, business case development, implementation and change management.
• Demonstrable experience in leading teams and coaching and developing team members, particularly through periods of significant change.
• Ability to deal with different internal and external stakeholder groups to elicit business requirements, procedures and processes.
• Good understanding of business risk and its management.
• Willing to work in the office on a full time basis.

Preferred qualifications, capabilities, and skills

• Familiarity with Origo cash transfers.
• Familiarity with Salesforce or other CRM systems.
• This is not a Product role but a basic understanding of the Prod / Tech lifecycle would be useful.
• Some background in process improvement through automation / AI / other intelligent solutions would be useful.