Wealth, Life & Pensions Account Director
TransUnion
full-time
Posted on:
Location Type: Remote
Location: United Kingdom
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Job Level
About the role
- Develop robust account and territory plans to drive growth across the UK wealth, life, and pensions market.
- Build and execute stakeholder engagement strategies, aligning TransUnion solutions to client priorities such as cost optimisation through process improvement, digital transformation and single customer view.
- Conduct structured discovery sessions with stakeholders at all levels, from C-suite to operational teams, to uncover challenges and opportunities.
- Create compelling, professional materials to support strategic proposals and client engagement.
- Lead and orchestrate the full sales cycle, collaborating across functional teams to deliver client value and achieve growth targets.
- Act as a subject matter expert in areas such as regulatory compliance (FCA, PRA), fraud prevention, customer experience (CX), and digital transformation.
- Negotiate and manage contracting processes between TransUnion and client organisations.
- Maintain and grow strategic relationships across complex accounts to achieve revenue objectives.
- Identify market opportunities for new products and propositions, building business cases and championing development initiatives.
- Continuously evaluate performance against plans and adjust strategies to maximise impact.
- Engage regularly with clients through formal and informal meetings to strengthen relationships and maintain strategic portfolio insights.
Requirements
- In-depth knowledge of the UK wealth, life, and pensions market, including regulatory frameworks and emerging trends.
- Proven experience in strategic client-facing roles or selling complex solutions within a full-cycle environment.
- Strong drive and enthusiasm, with the ability to manage your own portfolio while collaborating on broader market opportunities.
- Exceptional interpersonal and influencing skills, both internally and externally.
- Challenger sales mindset; formal training in MEDDICC methodology is highly desirable.
- Full UK driving licence and willingness to travel as required.
Benefits
- 26 days’ annual leave + bank holidays (increasing with service)
- Global paid wellness days off + a bonus day off to celebrate your birthday
- A generous contributory pension scheme + access to the TransUnion Employee Stock Purchase Plan
- Private health care + a variety of physical, mental and financial fitness wellbeing programmes such as access to mindfulness tools
- Access to our diversity forums and communities so you can get involved in causes close to your heart
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
stakeholder engagementsales cycle managementcontract negotiationbusiness case developmentperformance evaluationprocess improvementdigital transformationcustomer experienceregulatory compliancefraud prevention
Soft skills
interpersonal skillsinfluencing skillsstrategic thinkingcollaborationenthusiasmdriverelationship managementcommunicationadaptabilityproblem-solving
Certifications
full UK driving licence