Role Purpose

The Business Development Manager – Pensions is responsible for driving growth of pension Assets Under Management (AUM) through acquisition of new corporate, institutional and Individual pension clients, retention of schemes, and deepening strategic partnerships. The role focuses on Umbrella Pension Schemes, Occupational Pension Schemes, Income Drawdown Funds, and Individual Pension Plans (IPP), in line with the firm’s growth strategy and regulatory framework.

Key Responsibilities

Business Growth & Client Acquisition

• Develop and execute a pension business development strategy aligned to the company’s overall growth objectives.
• Identify, prospect, and onboard new corporate pension clients, including employers, SACCOs, NGOs, and institutions.
• Drive conversion of Tier II NSSF contracting-out opportunities and private pension schemes.
• Lead proposal development, RFP responses, and presentations to boards, trustees, and investment committees.

Client Relationship Management

• Build and maintain strong relationships with Trustees, Employers, HR teams, and Pension Committees.
• Ensure high levels of client satisfaction, scheme retention, and asset growth.
• Coordinate regular scheme reviews, performance presentations, and trustee education forums.
• Address client queries and escalations in collaboration with internal teams.

Market Development & Partnerships

• Develop strategic partnerships with consultants, actuaries, administrators, and professional bodies.
• Monitor market trends, competitor activity, and regulatory developments in the pensions sector.
• Represent the firm in industry forums, conferences, and stakeholder engagements.

Internal Coordination & Compliance

• Work closely with Fund Administration, Investments, Risk & Compliance, and Operations teams to ensure seamless onboarding and service delivery.
• Ensure all pension business is conducted in compliance with RBA regulations, CMA guidelines, and internal policies.
• Maintain accurate client records, pipelines, and sales reports.

Key Deliverables

• Growth in Pension AUM
• New pension schemes onboarded
• Client retention and satisfaction metrics
• RFP wins and proposal conversion rates
• Strategic partnership engagements

Qualifications & Experience

• Bachelor’s degree in Business, Finance, Economics, Actuarial Science, Insurance, or a related field.
• Postgraduate qualification or professional certification is an added advantage.
• RBA-approved pension certification
• CPS (K) or equivalent
• Professional sales or relationship management certification
• Minimum 7–10 years’ experience in pension sales, institutional business development, or asset management.
• Proven track record in growing pension AUM and managing corporate clients.
• Strong understanding of the Kenyan pension’s regulatory environment.
• Strong relationship management and negotiation skills
• Strategic and commercial mindset
• Excellent presentation and communication skills
• High integrity and compliance awareness
• Ability to engage senior stakeholders and boards

• Develop and execute a pension business development strategy aligned to the company’s overall growth objectives.
• Identify, prospect, and onboard new corporate pension clients, including employers, SACCOs, NGOs, and institutions.
• Drive conversion of Tier II NSSF contracting-out opportunities and private pension schemes.
• Lead proposal development, RFP responses, and presentations to boards, trustees, and investment committees.
• Build and maintain strong relationships with Trustees, Employers, HR teams, and Pension Committees.
• Ensure high levels of client satisfaction, scheme retention, and asset growth.
• Coordinate regular scheme reviews, performance presentations, and trustee education forums.
• Address client queries and escalations in collaboration with internal teams.
• Develop strategic partnerships with consultants, actuaries, administrators, and professional bodies.
• Monitor market trends, competitor activity, and regulatory developments in the pensions sector.
• Represent the firm in industry forums, conferences, and stakeholder engagements.
• Work closely with Fund Administration, Investments, Risk & Compliance, and Operations teams to ensure seamless onboarding and service delivery.
• Ensure all pension business is conducted in compliance with RBA regulations, CMA guidelines, and internal policies.
• Maintain accurate client records, pipelines, and sales reports.

• Strong relationship management and negotiation skills
• Strategic and commercial mindset
• Excellent presentation and communication skills
• High integrity and compliance awareness
• Ability to engage senior stakeholders and boards

• Bachelor’s degree in Business, Finance, Economics, Actuarial Science, Insurance, or a related field.
• Postgraduate qualification or professional certification is an added advantage.
• RBA-approved pension certification
• CPS (K) or equivalent
• Professional sales or relationship management certification