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Berkeley Croft
Retirement Solutions StrategistBerkeley Croft • City of London, London, United Kingdom
Retirement Solutions Strategist

Retirement Solutions Strategist

Berkeley Croft • City of London, London, United Kingdom
6 days ago
Job type
  • Full-time
Job description

We are seeking a Senior Solutions Strategist in London to design and commercialise bespoke pension and wealth solutions for UK institutional and intermediary clients.

This is a front-office investment solutions role combining deep UK pensions expertise, practical portfolio design capability, and client-facing engagement. The successful candidate will translate complex retirement needs into scalable, investable solutions across DC pensions, private wealth, and intermediary platforms.

This role suits a highly motivated self-starter who is comfortable operating at the intersection of investment strategy, client engagement, and product innovation.


Role Overview

The Senior Solutions Strategist will play a central role across the full client lifecycle:

  • Sales engagement (pre-mandate):
  • Partner with distribution and institutional teams to engage early with clients, attend meetings, and design tailored investment solutions using the firm’s capabilities.
  • Mandate onboarding:
  • Coordinate across Solutions Portfolio Managers, Legal, Compliance, Client Service, Reporting, and Marketing to ensure smooth implementation of new mandates (coordination role, not formal project management).
  • Post-sale ownership:
  • Act as the investment solutions lead for client-facing retirement content, including glidepaths, benchmarks, and ongoing portfolio evolution. Represent the investment view in client discussions and bring in internal specialists where required.


Key Responsibilities

  • Design and advise on bespoke UK pension and wealth mandates, aligning solutions to client objectives, regulation, and market conditions
  • Lead the translation of client requirements into implementable investment structures across public markets, private assets, and ESG-integrated strategies
  • Drive innovation in retirement solutions in response to market, regulatory, and structural pension changes
  • Maintain deep expertise across:
  • UK workplace pensions (DC)
  • Private pensions and retirement income design
  • CDC frameworks
  • UK insurance and bulk annuity markets
  • Adviser and intermediary platforms
  • Act as the primary investment solutions contact for UK sales and distribution partners
  • Collaborate closely with portfolio managers, risk, product, and research teams to ensure feasibility and scalability of solutions
  • Contribute to thought leadership, research, and product innovation, particularly in retirement, liability-driven investing, ESG, and private markets
  • Lead refinement and enhancement of existing mandates over time
  • Mentor junior team members and contribute to team capability building
  • Where relevant, integrate technology and analytics into retirement solution design in collaboration with internal teams


Required Experience & Skills

  • 10+ years’ experience in pension solutions, retirement strategy, OCIO, or wealth/investment solutions roles within asset management, consulting, or pension funds
  • Proven track record designing complex UK pension mandates, particularly workplace DC and/or retirement income solutions
  • Strong understanding of:
  • UK pensions landscape
  • CDC structures
  • Insurance / bulk annuity market dynamics
  • Experience engaging with sophisticated stakeholders including:
  • pension trustees
  • corporates
  • IFAs and intermediary platforms
  • Strong technical investment knowledge across multi-asset portfolios, public and private markets, and ESG integration
  • Ability to translate technical investment concepts into clear, client-ready communication
  • Commercial mindset with ability to develop scalable solutions across global investment platforms
  • Strong collaboration skills across investment, product, and distribution teams

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Retirement Solutions Strategist • City of London, London, United Kingdom

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