DB Client Leader I - Virtual
WFA Digital Insight
The rise of remote work has led to an increasing demand for skilled professionals in defined benefit client management. With the global pension market projected to grow 15% by 2027, companies are seeking experts who can navigate complex pension operations and build lasting client relationships. Alight Solutions LLC, a leader in flexible work arrangements, is no exception. As a DB Client Leader, you'll be at the forefront of driving business objectives and delivering high-quality service to clients. With the right skills and experience, you can thrive in this role and take your career to the next level. Before applying, consider what sets you apart in the competitive remote job market and how you can leverage your skills to drive success in this position.
Job Description
About the Role
The DB Client Leader I role is a strategic and client-facing position that oversees the daily pension operations for assigned clients. As a key member of the defined benefit team, you will contribute to developing functional business plans and strategies, ensuring effective service delivery to clients and achieving business objectives. Your expertise will be crucial in driving business growth and building strong relationships with clients.In this role, you will lead a team of professionals, providing guidance and direction to deliver high-quality service and support to clients. Your ability to simplify complex concepts and communicate effectively will be essential in translating strategic direction into team vision and deliverables. Collaborating with internal stakeholders, you will ensure seamless coordination and execution of client initiatives, staying up-to-date with industry trends and Canadian pension standards to proactively address client needs and maintain compliance.
As a DB Client Leader, you will be responsible for overseeing the development and delivery of client reports, presentations, and communications. Your exceptional leadership and team management skills will inspire and motivate others, driving results through collaborative opportunities across the business.
What You Will Do
- Lead the defined benefit client delivery team in developing and implementing strategic plans to meet client needs and business goals
- Provide guidance and direction to the team in delivering high-quality service and support to clients
- Collaborate with internal stakeholders to ensure seamless coordination and execution of client initiatives
- Monitor industry trends and Canadian pension standards to proactively address client needs and maintain compliance
- Oversee the development and delivery of client reports, presentations, and communications
- Build and maintain lasting client relationships through effective communication and problem-solving
- Develop and manage Defined Benefit talent within the organization
- Contribute to developing functional business plans and strategies
- Ensure effective service delivery to clients and achieve business objectives
- Stay up-to-date with industry developments and best practices
What We Are Looking For
- Extensive experience in defined benefit client management or related roles
- Strong communication and leadership skills
- Ability to simplify complex concepts and communicate effectively
- Creative, innovative, and problem-solving skills
- Exceptional leadership and team management skills
- Knowledge of industry trends, regulations, and best practices in defined benefit
- Relevant background in finance, business, or a related field
- Bachelor's degree (business context preferred) or equivalent work experience
- 10+ years of experience in DC and a variety of client experiences
Nice to Have
- Experience with pension operations and client relationship management
- Knowledge of Canadian pension standards and regulations
- Certification in a related field (e.g., CPA, CFA)
- Experience with team management and leadership
- Strong analytical and problem-solving skills
Benefits and Perks
- Comprehensive total rewards package
- Health, dental, and vision coverages starting Day One
- Wellbeing programs and retirement plans with contribution matching
- Generous time off and parental leave
- Continuing education and career growth opportunities
- Flexible working arrangements and remote work options
- Opportunities for professional development and growth
- Collaborative and dynamic work environment
How to Stand Out
- To stand out in this role, highlight your experience in defined benefit client management and your ability to communicate complex concepts effectively.
- Make sure to tailor your resume and cover letter to the specific requirements of the job, emphasizing your leadership and team management skills.
- Prepare to discuss your experience with pension operations and client relationship management, as well as your knowledge of industry trends and regulations.
- Be ready to provide examples of your problem-solving and creative skills, as well as your ability to drive results through collaborative opportunities.
- Research the company culture and values, and be prepared to discuss how you embody the principles of Championing People, Growing with Purpose, and Being Alight.
- Consider creating a portfolio or examples of your work to demonstrate your expertise and showcase your achievements.
- Don't be afraid to ask questions during the interview process, and be prepared to negotiate your salary and benefits package.
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