Summary
The UK Custom Retirement Solutions team is responsible for delivering AB Multi-Asset Solutions to UK DC clients. The Operations Implementation Associate will play a key role in ensuring the effective implementation of investment propositions, oversight of daily operational processes, and delivery of accurate and timely reporting. This role requires a high level of experience in DC pensions operations, strong technical and regulatory knowledge, and the ability to manage complex projects and stakeholder relationships.
Key Responsibilities
- Oversee and implement day-to-day operational tasks to ensure high-quality service delivery for UK DC Custom Retirement Solutions.
- Ensure effective implementation of investment propositions in line with platform and regulatory requirements.
- Manage business-as-usual (BAU) changes, including fund launches, transitions, and other investment-related changes.
- Support the delivery of key investment proposition developments, including transformational projects to evolve default investment solutions.
- Maintain accurate portfolio data for performance reporting and ensure timely provision of external data to AB.
- Conduct daily portfolio reconciliation and implement trading instructions from the investment team.
- Ensure compliance with FCA investment regulations and other relevant regulatory requirements (e.g., Value for Members, Consumer Duty, Sustainable Disclosure Regulations).
- Assist with commercial calculations and assess the impact of investment change projects.
- Deliver clear and accurate materials to clients and internal stakeholders, including steering groups, governance committees, and trustees.
- Liaise closely with local and global teams within AB, as well as external providers and platform partners.
- Continuously challenge and improve processes, with a focus on automation, data accuracy, and operational efficiency.
- Contribute to projects ensuring compliance with regulatory changes affecting delegated DC investment solutions.
Skills & Experience Required
- Experience in a DC pensions-focused operations or delivery role, ideally within an asset manager, provider, or consultancy.
- Strong knowledge of investment products, distribution, and the regulatory environment in the UK DC pensions market.
- Demonstrated experience managing complex projects and BAU changes in a multi-asset or DC environment.
- Excellent numeracy skills and confidence working with large datasets.
- Proficient in MS Office suite, especially Excel and PowerPoint; programming knowledge is an advantage.
- Strong organizational skills, attention to detail, and ability to prioritize multiple tasks effectively.
- Excellent communication skills, with the ability to build strong relationships with colleagues, stakeholders, and external partners.
- Commercial focus and ability to navigate technical investment challenges.
- Commitment to ongoing professional development and continuous improvement.
Attributes
- Organized and detail-oriented, with a focus on accuracy and process improvement.
- Flexible and adaptable, able to work independently and as part of a team.
- Proactive in identifying and implementing operational enhancements.
- Keen interest in financial services and the UK retirement savings marketplace.
- Ability to build trust and credibility with internal and external stakeholders.
This job description outlines the main responsibilities and requirements of the role but is not exhaustive. Additional tasks may be assigned as needed.
London, UK