CrawlJobs Logo

Client Relationship Trustee Lead

staractuarial.com Logo

Star Actuarial Futures

Location Icon

Location:
United Kingdom , North East or London

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

We are recruiting for a senior position as Head of Trustee Services, offering a seasoned pensions expert the exciting journey of being involved in CDC and Superfund propositions!

Job Responsibility:

  • Lead Trustee relationships and be a representative at Board meetings
  • Managing a small team

Requirements:

  • Pensions expert with detailed experience of occupational pension schemes
  • Honed client relationship skills
  • Must be able to manage difficult discussions and challenging conversations
  • Must be a good leader and inspiring with strong interpersonal skills to deal with very senior stakeholders
  • Pensions consulting expert (FIA or PMI)

Nice to have:

Looking to gain CDC and Superfund experience

What we offer:

Role with no chargeable hours or timesheets

Additional Information:

Job Posted:
March 19, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Client Relationship Trustee Lead

Private Client Partner

A legal 500, award winning law firm is currently looking for a Private Client Pa...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
https://www.douglas-scott.co.uk Logo
Douglas Scott
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • An experienced Private Client lawyer with a strong reputation in the market
  • Proven track record of advising HNW and UHNW clients on complex private client matters
  • Experience in business development, leadership, and team management
  • Strong technical expertise in trusts, tax, estate planning, and cross-border private wealth matters
  • An existing client base or the ability to generate new business through strong networks and industry connections
  • Exceptional communication, strategic thinking, and client relationship skills
Job Responsibility
Job Responsibility
  • Lead and develop the firm’s Private Client practice, driving strategic growth and innovation
  • Advise HNW and UHNW clients on a broad range of private client matters, including wealth structuring, tax planning, trusts, succession planning, and estate administration
  • Build and maintain long-term client relationships, acting as a trusted advisor to individuals, families, business owners, and trustees
  • Manage and mentor a high-performing team, fostering a collaborative and client-focused culture
  • Drive business development and networking initiatives to enhance the firm's presence in the private wealth market
What we offer
What we offer
  • Competitive remuneration package with a generous bonus structure
  • A collaborative, forward-thinking firm with a strong reputation in private client law
  • Autonomy and flexibility to develop and shape the practice
  • High-profile and complex work with HNW and UHNW clients
  • Fulltime
Read More
Arrow Right
New

DB Pensions Client Relationship Manager

In this highly responsible role, you will deliver a high-quality, pioneering pen...
Location
Location
United Kingdom , Leeds
Salary
Salary:
Not provided
staractuarial.com Logo
Star Actuarial Futures
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven DB client relationship management skills
  • Strong understanding of the firm's propositions and how they support client objectives
  • Solid understanding of DB pension schemes, legislation, governance funding and current industry issues
  • Proactive, solutions-focused working style
  • Strong organisational skills
  • Ability to manage multiple priorities
  • Confident when engaging with senior stakeholders
Job Responsibility
Job Responsibility
  • Deliver a high-quality, pioneering pension service to sponsoring employers of DB Master Trust schemes and the employers and trustees of DB Multi-Trust schemes
  • Leading strategic discussions with clients about long term scheme aims
  • Coordinate client projects, including those focused on scheme growth and development
  • Act as a source of expertise on the firm's propositions, technical pension matters and current industry issues
  • Fulltime
Read More
Arrow Right

CLO Portfolio Administration, Account Manager

Discover the future of debt capital markets. We’re experts at adapting and innov...
Location
Location
United States , Chicago; Boston; Carmel
Salary
Salary:
90000.00 - 105000.00 USD / Year
alterdomus.com Logo
Alter Domus
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in finance, accounting, business, or economics preferred
  • 5+ years of experience within a business or finance-related capacity
  • Basic knowledge of loan operations, commercial mortgage lending, or loan securitization with product knowledge and/or customer service experience
  • Previous experience with CLO compliance and Waterfall modeling
  • Experience in direct management and training of team members preferred
  • Ability to independently research and resolve problems
  • Responsive, friendly, professional, highly organized, and superb communication
  • Solid Microsoft Excel experience
  • Knowledge or familiarity with Bloomberg, performance systems, and other loan research and analysis tools a plus
  • Exceptional attention to detail and able to thrive within a high-volume data-entry environment with both proficiency and accuracy
Job Responsibility
Job Responsibility
  • Expert in end-to-end business line process. Ability to communicate process to internal and external parties
  • Provide strategic direction of business unit and initiatives. Work with Director and Managing Director to move forward
  • Take full ownership of client deliverables, delegation of duties while ensuring team members are taking appropriate ownership and executing tasks
  • Ensure timeframes and deliverables agreed with Client and Trustee are met
  • Perform active relationship management role and manage issues as they arise objectively and directly with the client for resolution
  • Proactively expand client relationships by recognizing their needs and understanding Alter Domus suite of services
  • Ensure exceptions are cleared and procedures and regulations are followed
  • Ensure cash reconciliation is sent to the client
  • Review and approve daily reporting
  • Ensure input and review occur and trades are input in a timely fashion
What we offer
What we offer
  • Support for professional accreditations
  • Flexible arrangements, generous holidays, plus an additional day off for your birthday
  • Continuous mentoring along your career progression
  • Active sports, events and social committees across our offices
  • 24/7 support available from our Employee Assistance Program
  • The opportunity to invest in our growth and success through our Employee Share Plan
  • Fulltime
Read More
Arrow Right

Head of Trustee Services

Challenge and change the pensions sector as Head of Trustee Services. We are rec...
Location
Location
United Kingdom , North East or London
Salary
Salary:
Not provided
staractuarial.com Logo
Star Actuarial Futures
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Pensions expert with detailed experience of occupational pension schemes
  • Honed client relationship skills
  • Must be able to manage difficult discussions and challenging conversations
  • Must be a good leader and inspiring with strong interpersonal skills to deal with very senior stakeholders
  • Pensions consulting expert (FIA or PMI)
  • Must be able to spin a lot of plates, be adaptable, with good time management
Job Responsibility
Job Responsibility
  • Lead Trustee relationships
  • Be a representative at Board meetings
  • Managing a small team
  • Fulltime
Read More
Arrow Right

Head of Trustee Services

We are recruiting for a senior position as Head of Trustee Services, offering a ...
Location
Location
United Kingdom , North East or London
Salary
Salary:
Not provided
staractuarial.com Logo
Star Actuarial Futures
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Pensions expert with detailed experience of occupational pension schemes
  • Honed client relationship skills
  • Must be able to manage difficult discussions and challenging conversations
  • Must be a good leader and inspiring with strong interpersonal skills to deal with very senior stakeholders
  • Pensions consulting expert (FIA or PMI) looking to gain CDC and Superfund experience
  • Must be able to spin a lot of plates, be adaptable, with good time management
Job Responsibility
Job Responsibility
  • Lead Trustee relationships and be a representative at Board meetings
  • Managing a small team
  • Being involved in CDC and Superfund propositions
What we offer
What we offer
  • Role with no chargeable hours or timesheets
  • Fulltime
Read More
Arrow Right

Risk Settlement Senior Consultant

As a Risk Settlement Senior Consultant you will be a key member in their 70-stro...
Location
Location
United Kingdom , Multiple UK locations
Salary
Salary:
Not provided
emerald-group.com Logo
The Emerald Group Ltd, Search and Selection
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Track record of delivery on settlement transactions
  • Wide industry experience coupled with sound technical capability
  • Strong communication and interpersonal skills
  • Able to encourage and develop colleagues, and work well within diverse teams
Job Responsibility
Job Responsibility
  • Senior support or lead transaction adviser on a range of settlement transactions across the pension risk transfer market (including buy-ins, buy-outs, wind-ups, longevity swaps, and consolidation/capital solutions)
  • Take responsibility for the running of transactions, ensuring they are completed on time and on budget and lead relationships with transaction stakeholders
  • Help advise clients on their strategic ‘Journey to Settlement’, including preparation for approaching the settlement market and feasibility
  • Create relationships with external stakeholders such as trustees, sponsors and other transaction advisers to help develop settlement opportunities
  • Fulltime
Read More
Arrow Right

U S/U K Tax Director - Trust And Estate Specialist

Our tax professionals draw on their comprehensive experience to deliver business...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
bdo.co.uk Logo
BDO UK LLP
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • US Enrolled Agent (EA) and ATT qualifications required as a minimum
  • A broad base of US and UK private client experience working with UHNW families and their family offices
  • Strong experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the taxation considerations
  • Experiences and ability to lead projects in resolving US and foreign trust matters for settlors and beneficiaries
  • The passion to develop and lead a specialist trust and estate group within the US/UK Private Client practice
  • Good deal of advisory experience and will likely be found in HNW teams
  • In depth experience working with families on dual US/UK succession planning, including advising on trusts, alternate structuring, and estates
  • Wide experiences with the use of the UK/US treaty in detail
  • Advanced understanding of complex foreign tax credit scenarios and planning solutions
  • A strong understanding of pre US and pre UK residency tax planning
Job Responsibility
Job Responsibility
  • Signing out tax Forms 1040, 1040NR, 3520’s etc
  • Leading client relationships with a proactive advisory approach and a strong, adaptable manner to suit an eclectic and demanding client base
What we offer
What we offer
  • Health and wellness programmes
  • Pension plan
  • Private medical
  • Income protection plan
  • Holidays (ability to purchase up to 10 days of additional leave)
  • Bike to work scheme
  • Fulltime
Read More
Arrow Right

Regional Practice Leader, Insolvency Advisory

The Regional Practice Leader is responsible for the overall performance, leaders...
Location
Location
Canada
Salary
Salary:
110000.00 - 130000.00 CAD / Year
farber.ca Logo
FARBER
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Licensed Insolvency Trustee or equivalent leadership experience in financial services or professional services
  • 10+ years of experience in insolvency, financial services, sales leadership, or client advisory environments
  • Demonstrated success leading teams and delivering performance targets in a consultative client environment
  • Strong leadership, coaching, and team development capabilities
  • Experience managing pipelines, conversion performance, and operational metrics using CRM systems
  • Excellent communication, analytical, and relationship-building skills
Job Responsibility
Job Responsibility
  • Lead, coach, and develop a high-performing client solutions team
  • Foster a culture of accountability, professionalism, and client-first service
  • Support recruitment, onboarding, and ongoing development of team members
  • Own regional pipeline health, conversion performance, and revenue outcomes
  • Monitor activity, workload distribution, and performance metrics to ensure opportunities progress effectively through the client intake process
  • Identify performance gaps and implement strategies to improve conversion and productivity
  • Ensure consistent processes, workflows, and performance standards across the regional team
  • Identify bottlenecks and improvement opportunities within the client intake process
  • Partner with national leadership and cross-functional teams to enhance operational efficiency and service delivery
  • Ensure individuals seeking debt solutions receive a compassionate, professional, and consistent experience
What we offer
What we offer
  • Remote work model
  • Vacation and wellness days
  • Extended health and dental coverage, plus virtual doctor services
  • Employee Assistance Program and mental health resources
  • Company-matching retirement savings plan
  • Financial support for professional development
  • Annual company events
  • Exclusive access to perks and discounts
  • Fulltime
Read More
Arrow Right