Corporate Pensions & Employee Benefits Manager

Division: Corporate Financial Services

Reports to: Head of Corporate Pensions & Employee Benefits

About the Role

We are seeking an experienced, commercially focused Corporate Pensions & Employee Benefits Manager to manage and develop a portfolio of key corporate clients while supporting the continued growth of our Corporate Financial Services division.

This is a senior client-facing role that combines corporate relationship management, workplace pensions, employee benefits consulting, employee financial wellbeing, executive planning and business development.

The successful candidate will work closely with the Head of Corporate Pensions & Employee Benefits to deliver an exceptional service to employers and employees while building long-term relationships with HR leaders, Finance Directors, business owners and executive teams.

The role will suit an experienced pensions, employee benefits or financial planning professional who is technically strong, relationship-driven and comfortable identifying opportunities to grow existing client relationships and secure new corporate clients.

As Corporate Pensions & Employee Benefits Manager, you will play a key role in developing our Corporate Financial Services proposition, supporting client retention and contributing to agreed new business and revenue targets.

This is a hybrid role requiring travel to client locations and SYS Financial offices as required.

Key Responsibilities

• Manage and develop a portfolio of corporate pension and employee benefits clients, acting as the primary day-to-day contact for allocated accounts.
• Build trusted relationships with HR leaders, Finance Directors, business owners, executive teams and other key stakeholders.
• Conduct regular client review meetings and strategic benefits discussions, helping employers assess the competitiveness and effectiveness of their benefit arrangements.
• Identify opportunities to enhance employee benefit programmes, improve employee engagement and introduce additional services across the wider SYS Financial offering.
• Deliver employee presentations, education sessions, one-to-one clinics and financial wellbeing consultations.
• Provide guidance to employees across workplace pensions, AVCs, retirement planning, leaving service options, pension transfers, death in service benefits, income protection and financial planning.
• Support employees approaching retirement with retirement planning discussions, benefit options and claim processing.
• Work with business owners, senior executives and leadership teams on retirement planning, pension funding, executive benefits, wealth accumulation strategies, succession planning and tax-efficient retirement solutions.
• Collaborate with specialist teams across SYS Financial to deliver wider financial planning, investment and wealth management solutions for executives and key decision-makers.
• Actively identify and generate new corporate opportunities through networking, referrals, professional connections and existing client relationships.
• Prepare and present proposals to prospective corporate clients and work with internal teams to convert opportunities into long-term relationships.
• Contribute to corporate marketing initiatives, webinars, employee events, networking functions and industry forums.
• Manage the onboarding and implementation of new corporate pension and employee benefit arrangements.
• Coordinate employee communications and engagement campaigns and support annual renewals, scheme reviews and governance activities.
• Liaise with pension and benefit providers and internal teams to ensure smooth implementation and ongoing service delivery.
• Meet agreed new business, revenue, client retention and service delivery targets.
• Maintain high standards of client service, professionalism and compliance at all times.
• Ensure adherence to all applicable Central Bank of Ireland regulatory requirements, Minimum Competency Code obligations and internal compliance procedures.

About You

• QFA qualified.
• RPA, PTP or CFP qualification is desirable or a commitment to working towards a relevant specialist qualification.
• A minimum of five years’ experience in corporate pensions, employee benefits, financial planning or a related advisory role.
• Strong technical knowledge of workplace pensions and employee benefits.
• Proven ability to manage and develop corporate client relationships.
• Experience presenting to employers, employees and senior stakeholders.
• Strong commercial awareness with the ability to identify and develop new business opportunities.
• Excellent relationship-building, communication and stakeholder management skills.
• Comfortable engaging with HR leaders, Finance Directors, business owners and executive teams.
• Experience advising company directors and senior executives is an advantage.
• A proven track record of winning and developing corporate client relationships is desirable.
• Experience managing large workplace pension and employee benefit arrangements would be beneficial.
• An existing network among HR, Finance and business leadership professionals would be an advantage.
• Full driving licence and willingness to travel throughout Ireland as required.

Why Join Us?

• Competitive salary, performance-related bonus, employer pension contributions, life insurance and a comprehensive employee benefits package.
• The opportunity to manage and develop relationships with some of Ireland’s leading employers.
• Access to a growing portfolio of high-value corporate clients.
• We support your professional growth through educational assistance, ongoing professional development and relevant professional qualifications.
• Be part of a collaborative and entrepreneurial working environment where client service, respect and integrity are central to how we work.
• Clear opportunities for career progression and professional advancement within a growing Corporate Financial Services division.
• The opportunity to combine corporate relationship management, pensions and employee benefits advice, executive planning and business development.
• A senior role with genuine commercial influence and the opportunity to support the continued growth of the Corporate Financial Services business.

About SYS Financial:

SYS Financial is a dynamic and fast-growing financial planning firm committed to safeguarding the financial wellbeing of our clients. With a team of over 100 dedicated professionals, we provide expert guidance and bespoke solutions across a wide range of services, including savings and investments, protection, retirement planning, retirement fund management, health insurance advisory, public sector advisory and mortgages.

Our Corporate Financial Services division partners with employers across Ireland to design, implement and manage workplace pensions, employee benefits, executive benefits, employee financial wellbeing and financial planning solutions.

SYS Financial is proud to be an equal opportunities employer. We welcome applications from all backgrounds and experiences.

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