Full-Time

Client and Operations Manager

Updated on 3/14/2025

Aptia

Aptia

1,001-5,000 employees

Pension and employee benefits consulting services

No salary listed

Senior

Dorking, UK

This is a hybrid position requiring work from the Aptia office in Leatherhead and from home.

Category
Customer Success Management
Sales & Account Management
Requirements
  • Understanding of the complexities of the pension scheme administration.
  • DB specialist knowledge.
  • Experience of working for/with clients in the third-party administration environment.
  • Experience of delivering in a targeted environment, and an understanding of managing costs to ensure profitability.
  • Excellent leadership, communication, and interpersonal skills.
Responsibilities
  • Responsibility for account management of a specified number of key clients.
  • Overseeing day-to-day client and operational activities of such accounts, based on an agreed set of KPIs.
  • Understanding and meeting client needs effectively, managing risks and adhering to procedures.
  • Leading the growth of the portfolio of clients' revenue and contribution lines aligned with internal targets set by the Client Portfolio Leader.
  • Driving service delivery in order to meet and exceed operational KPIs.
  • Ensuring client retention and avoid attrition.
  • Improving operational effectiveness.
  • Managing costs and provide necessary financial information for business and audits.
  • Operating as a commercial lead for clients, implementing creative financial and contractual constructs as appropriate.

Aptia provides pension and employee benefits solutions to organizations, helping them manage retirement planning and compliance with regulations. Their services include designing and managing various pension plans, such as defined benefit and defined contribution plans, ensuring they meet legal requirements while being cost-effective. Aptia also offers consulting for employee benefits, including health and wellness programs and insurance plans, tailored to enhance employee satisfaction. What sets Aptia apart is its client-centric approach, focusing on building long-term relationships and delivering expert advice that combines technical knowledge with an understanding of employee needs. The goal of Aptia is to support companies in creating effective benefit programs that align with their business objectives and improve employee engagement.

Company Size

1,001-5,000

Company Stage

Growth Equity (Non-Venture Capital)

Total Funding

N/A

Headquarters

London, United Kingdom

Founded

2023

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for personalized benefits solutions enhances employee satisfaction and retention.
  • Interest in sustainable investments within pension plans attracts environmentally conscious clients.
  • Digital platforms and AI in benefits administration offer innovation opportunities for Aptia.

What critics are saying

  • Increased competition from modernized HR outsourcing firms pressures Aptia to innovate quickly.
  • New U.S. President Jeff Williams may disrupt existing client relationships or processes.
  • Bain Capital Insurance's involvement may pressure Aptia for financial performance, affecting strategy.

What makes Aptia unique

  • Aptia specializes in comprehensive pension and employee benefits solutions tailored to client needs.
  • The firm excels in designing compliant, cost-effective, and sustainable pension plans.
  • Aptia offers a client-centric approach, focusing on long-term relationships and personalized service.

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Benefits

Professional Development Budget

Hybrid Work Options

Growth & Insights and Company News

Headcount

6 month growth

1%

1 year growth

27%

2 year growth

-2%
Sharewise
Jul 19th, 2024
U.S. Firms Transform HR with Modernized Outsourcing

In addition, Aptia and Infosys are named as Rising Stars - companies with a "promising portfolio" and "high future potential" by ISG's definition - in one quadrant each.

Business Wire
Mar 5th, 2024
Aptia Announces Jeff Williams As U.S. President

LONDON BOSTON--(BUSINESS WIRE)--New health, benefits, and pensions administrator Aptia today announced the appointment of Jeff Williams as U.S. President and CEO. Based out of Aptia’s U.S. headquarters in Boston, Jeff will be responsible for Aptia’s benefits administration services book of business and will report directly to Bala Viswanathan, Aptia Founder Group CEO. “We are excited to welcome Jeff to Aptia as he brings a wealth of experience and knowledge in the North American benefits administration industry,” said Viswanathan. “With his strategic vision and proven track record, we are confident in Jeff’s ability to elevate our capabilities, drive innovation, and deliver exceptional value to our clients, their employees, and their retirees.”

Business Wire
Mar 5th, 2024
Aptia Announces Jeff Williams as U.S. President

Aptia announces Jeff Williams as U.S. President.

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Jan 17th, 2024
Smoking Gun Secures International Project with Aptia Group

Smoking Gun has been appointed by the new pensions and health and benefits administrator Aptia Group.

Professional Pensions
Dec 22nd, 2023
People Moves: Week ending Friday 22 December 2023

Aptia has appointed Chris Rayner as its chief financial officer ahead of the company's launch next year.