EH
Elevance HealthSenior Portfolio Manager
Portfolio Manager Senior overseeing complex project portfolios, ensuring alignment with budget objectives and operational goals at Elevance Health.
About the role
- Drive and manage the implementation of a standard, client focussed, transition journey for a varied portfolio of schemes, supporting Trustees and our outsourced partner through onboarding and onward to buy-out.
- Attendance at meetings with clients to provide an overview of the proposition and services offered by the team.
- Provide ongoing real-time support to Trustees, administrators and other third parties as required.
- Develop a thorough understanding of the benefits and data for each scheme within your portfolio, allowing you to act as the first point of contact for all external communication.
- Develop, own and drive a project plan with each Scheme to proactively manage them through the transition process and onward to buyout.
- Working closely with the Client Services Data team to ensure that all data cleanse activity is completed in line with agreed project plans.
- Proactively identify emerging issues, liaising with external administrators and Phoenix’s outsourced administrator to rectify.
- Build and maintain relationships with internal stakeholders, Phoenix’s outsourced administrator, scheme administrators and Trustees, providing ongoing support throughout the transition journey.
- Produce detailed and accurate management information to support the effective oversight.
- Support the preparation of contractual documents and individual pension policy documents at buy-out.
- Ensure that all contractual obligations are completed on time, and to a high standard before the buy-out occurs.
Requirements
- Excellent knowledge of Bulk Purchase Annuities and Defined Benefit Pensions
- Proven experience of reviewing and interpreting pension benefit documentation, including benefit specifications
- Understanding of an outsourced administration model
- Experience of working in a project or change environment
- Demonstrated experience of managing external relationships
- Excellent knowledge of Microsoft Office applications, in particular Excel
- Proven experience working to defined and tight timescales
- Experience transitioning BPA arrangements to buy-in and/or buy-out (desirable)
- Project management and/or PMI qualifications are desirable but not essential
Benefits
- private medical cover
- 38 days annual leave
- excellent pension
- 12x salary life assurance
- career breaks
- income protection
- 3x volunteering days
Job title
Job type
Experience level
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Degree requirement
No Education Requirement
Location requirements
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