Platform Relationship Manager - Primary responsibility for the institutional platform provider relationships. First point of contact for all operational matters, fund review & due diligence (meetings and data provision), new fund links, asset transfers and fund information. Support for the DC business development team. Arrange and attend meetings for fund review and strategic discussions. Participate in DC prospecting activity. Co-ordinate changes and updates to legal agreements.Working closely with the DC Client Director to manage DC pension scheme relationships.Produce Management Information for the Institutional platform business and DC assets. Have developed and improved the MI process to improve efficiency, accuracy and speed of delivery; have designed automated solutions where possible (utilising formulae and macros) to minimise manual input into the process.

Platform Relationship Manager - Primary responsibility for 6 institutional platform provider relationships. First point of contact for all operational matters, fund review & due diligence (meetings and data provision), new fund links, asset transfers and fund information. Support for the DC business development team. Arrange and attend meetings for fund review and strategic discussions. Participate in DC prospecting activity. Co-ordinate changes and updates to legal agreements.Life Company Operations Manager - primary responsibility for BAU operational oversight of SPML. Oversee running of daily, weekly and monthly controls & monitoring processes; such as monitoring cash movements, creditors & debtors, reconciling data between pricing agent and transfer agent, invoice delivery & settlement. Provide escalation point for issue resolution. Produce Management Information for the Institutional business as a whole, and the only source of DC MI. Have developed and improved the MI process to improve efficiency, accuracy and speed of delivery; have designed automated solutions where possible (utilising formulae and macros) to minimise manual input into the process.Shared responsibility for producing monthly management, quarterly board and quarterly risk reports for SPML. Primary minute taker for monthly Permitted Links committee.Working on delivery of KIIDs for the Life fund range, utilising existing AUT infrastructure.

Supported the 3 senior relationship managers across 80 Intermediary and 25 (mostly overlapping) Institutional DC investment manager relationships, handling day to day queries, data requests and admin issues. Provided cover for the managers in their absence, along with any support required to maintain the relationships and to on-board new ones.Primary responsibility for operational oversight of the launch of new Life funds and share classes for the DC pension platform. Co-ordinated the launch of >200 fund classes (new funds, additional classes and client specific blended funds) in conjunction with the DC Sales team and the core operations teams.Primary responsibility for the collation, review and editing of quarterly reporting data from 25 DC investment managers, for use within the QIRs (prior to and after delivery of the automated documentation solution). Assisted in the design and testing of templates for the QIRs themselves and the systems and input templates for housing the raw data.Shared responsibility for co-ordinating life fund corporate actions such as name or objective changes, working with the fund data management, pricing, investment administration, client services, compliance, marketing and legal teams.Maintained complete records of the DC pension fund range and standard life fund fee structure, and designed several process enhancements to deliver more efficient, user-friendly data sources for the client facing and back office teams.Supported a widescale review and amendment of fund objectives across the life fund range to mitigate risk and standardise wording.