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Phoenix Group

Life insurance group managing heritage books

Head of Customer Operations - Multiple Teams

Operations & LogisticsConfirmed live in the last 24 hours
Full-timeLondon, UK

About the Job

Requirements

  • Significant leadership experience within the UK Pension Risk Transfer or Bulk Purchase Annuity market, with strong knowledge of the end-to-end Pension Risk Transfer lifecycle.
  • Strong technical understanding of Defined Benefit pensions, including buy-in, buyout, onboarding, implementation, and ongoing scheme and member servicing.
  • A commercial and strategic mindset, with the ability to connect operational and customer decisions to transaction considerations, business growth, and long-term outcomes.
  • Experience influencing transaction, proposition, or operating model decisions, with the confidence and credibility to challenge where customer or operational implications require greater consideration.
  • Strong senior stakeholder capability, ideally including experience working with Trustees, EBCs, advisers, and institutional clients, alongside the ability to influence at executive level internally.
  • Significant people leadership experience, with evidence of building high-performing teams and developing strong leadership capability.
  • Strong experience of customer outcomes and complaints oversight within a regulated environment, with the ability to identify systemic themes and translate insight into operational and service improvements.
  • Experience shaping and scaling complex operations within a regulated financial services environment, including effective oversight of third-party administrators and strategic service partners.
  • A track record of leading transformation and building capability, with the strategic judgement to anticipate what needs to change as an organisation grows.

Responsibilities

  • Shape and lead the Pension Risk Transfer customer operations strategy, ensuring the operating model, capability, and capacity evolve in line with business growth, scale, and increasing complexity.
  • Act as a strategic partner to Business Development and Origination, bringing customer, commercial, and operational expertise to transaction activity and helping shape how new opportunities can be delivered successfully and sustainably.
  • Lead the end-to-end post-transaction customer operation, from onboarding and transition through ongoing scheme and member servicing, ensuring commitments to Trustees and customers are delivered.
  • Build trusted senior relationships with Trustees, EBCs, advisers, and other key stakeholders, represent Standard Life with credibility, and act as a senior escalation point when required.
  • Own the performance and governance of customer operations and third-party administration to ensure strong service, customer, regulatory, and commercial outcomes.
  • Own customer outcomes and complaints, ensuring emerging themes inform service improvement and future operating model development.
  • Drive transformation and scalability by using customer insight, operational performance, and market intelligence to identify where propositions, processes, technology, and service models need to evolve.
  • Provide visible leadership across Customer Operations, building capability and creating a high-performing culture of accountability, commercial awareness, customer focus, and continuous improvement.
  • Influence at senior and executive level so customer and operational considerations shape wider Pension Risk Transfer strategy, investment, and business decisions.

Desired Qualifications

  • Direct experience supporting significant Bulk Purchase Annuity transactions, implementation programmes, or complex scheme transitions.
  • Experience contributing to proposition development or strategic initiatives within a Pension Risk Transfer business.
  • A relevant professional qualification within pensions, insurance, or financial services.

About the Company

Phoenix Group

Life insurance group managing heritage books

Phoenix Group handles both ongoing and closed life insurance and pensions businesses. Its open brands include SunLife and Standard Life, while its core strength lies in managing heritage (closed) books of business that are no longer open to new customers, providing administration and policy servicing for those portfolios. The company operates offices across the UK and has activities in Dublin and Frankfurt, giving it a broad geographic footprint. Its approach centers on maintaining long-standing policies and ensuring reliable service for customers, with a strong emphasis on being a good employer and community partner. Distinguishing factors include specialized expertise in closed books, scale across multiple markets, and a reputation as a top employer. The main goal is to look after colleagues, customers, and communities while delivering value from both open and heritage life and pension book administration.

Company size
51-200
Company stage
IPO
Headquarters
Abu Dhabi, United Arab Emirates
Founded
1782

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