Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.
Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.
As platform implementation manager you will work closely with the distribution team to support both them and advisory firms with implementing the Canada Life platform to their business. This role will require comprehensive knowledge of the systems and processes within Canada Life and how it interacts with systems that an adviser business will use. The role will require the ability to work with key stakeholders within Canada Life to deliver significant strategic projects, and to work closely with adviser firms to deliver on those agreed objectives. This will include comprehensive reporting and data management.
New client onboarding – supporting our clients in the early adoption phase of Canada Life's solutions to ensure they have a positive and successful experience of working with the platform. In doing so, identify challenges, problem solve and create a suitable transition roadmap for the client.
Migrating client assets – support our clients and internal teams (via development and education) to transition existing business from other solutions to the Canada Life platform
Data migration – support our clients with providing data to Canada life to produce business cases, and understanding client segments suitable for moving to the Canada life platform
Training and education of clients – provide high-quality training & education (both initial and ongoing) to ensure client front and back-office teams have a superior understanding of the systems and the efficiencies that can be gained. Proactively identify and action opportunities in order to further enhance use of the system. These sessions will be delivered either face-to-face, or remotely using web-based tools.
Back-office engagement – build deep understanding relationships with client back-office teams and the systems that they use
Salesforce.com management – to ensure the data on our clients is up to date allowing for easy engagement and a centralised overview of our clients for the distribution teams.
Project management – track new implementations to ensure timely execution through to BAU, alongside working with internal project managers/development staff to test and execute new releases
Desired Knowledge / Experience / Skills
Experience of on-boarding new client relationships onto platform technology
Detailed experience of running strategic partner projects in conjunction with distribution teams
Experience of running relationships between distribution and operations
Experience of the advice process and how advisor firms interact with clients and providers
Knowledge of the long term savings market; in particular pension, platforms annuities/drawdown and international solutions
Highly developed knowledge of platforms and their operation.
A detailed understanding of how advisers use platforms within their business
Highly developed knowledge of managing accounts Skills
Ability to effectively manage numerous accounts over a wide geography and manage diary accordingly.
Excellent presentation skills to cover technical solutions involved in platform projects
To be highly skilled in the required IT toolkit to manage platform migrations and enable distribution teams to effectively on-board new and existing relationships
Ability to demonstrate highly effective interpersonal and communication skills including, influencing, and negotiation skills.
Ability to manage own time within agreed high level plans mainitaing a delivery focus
Work to a very high and detailed standard
Ability to work well in a team but can equally work well on your own.
To understand the needs of consumers and advisers in the long term savings market
Adopt and lead change with speed, agility, creativity and confidence?
What you'll like about working here
As a Canada Life UK colleague, you'll receive a competitive salary and comprehensive reward package including income protection, private medical insurance and life assurance, along with a generous pension and bonus scheme. You'll also receive the support you need with your personal and professional development.
Diversity and inclusion
Canada Life is committed to a diverse and inclusive workplace. Our role as an employer of choice is to provide the right environment for talented people to do their best work, by respecting, understanding and valuing individual differences