Pensions & Trusts Associate Manager
About Allica Bank
Allica is the UK’s fastest growing company - and the fastest-growing financial technology (Fintech) firm ever. Our purpose is to help established SMEs, one of the last major underserved opportunities in Fintech.
Established SMEs are the backbone of local communities - representing over a third of our economy - yet have been largely neglected both by traditional high street banks and modern fintech providers.
Department Description
The Fiduciary Sector team serves institutions that manage money or assets on behalf of others, with a legal and ethical duty to act in their clients' best interests. These include pension funds, insurance companies, asset managers, and trusts. These entities rely on the bank for services such as custodianship, fund administration, investment execution, and risk management, while upholding fiduciary responsibilities to their end beneficiaries.
Role Description
The Pensions and Trust Associate Manager role is a supporting role to the Pensions RM to assist growing Allica Bank’s presence across the UK fiduciary market. Working with the Pensions Relationship Manager to support the building of new relationships and nurturing of existing ones with professional pension trustees, administrators, and practitioners.
A pensions subject matter expert they will take ownership working in tandem will Allica’s Operations Team for the due diligence, onboarding and day to day management of the pension provider relationships.
Principal Accountabilities
- Working with the Pensions Relationship Manager to support the building of new relationships and nurturing of existing ones with professional pension trustees, administrators, and Trusts.
- Working closely with the Relationship and Product team play a key role in understanding the need of clients, supporting the onboarding, due diligence and day to day management of the relationship.
- Building relationships and creating opportunities through solicitors, independent financial...