In this role, you will oversee the day‑to‑day operation of live products and partnerships, acting as the escalation point for complex delivery issues and ensuring strong audit trails, regulatory boundaries, and continuous improvement. You will also act to coordinate and lead activity to operationalise new products and services, working across the Pensions Board to ensure that delivery models, systems, processes, and controls are in place before launch. This will include working closely with internal stakeholders to align housing, pensions, finance, digital platforms, customer services, and governance requirements, ensuring that products operate effectively, are clearly understood by colleagues, and appropriate for customers.
Responsibilities
Service Delivery and Operational Oversight
Coordinate the day‑to‑day operation of financial wellbeing products and partnership routes
Act as the escalation point for complex delivery issues affecting customers, advisers, or partners, including speaking with individuals on a 1-1 basis as needed.
Oversee access routes, eligibility criteria, and customer journeys
Act as operational guardian of regulated advice boundaries and referral pathways, informed by expert advice
Quality Assurance, Risk, and Compliance
Ensure clear audit trails for applications, referrals, spend, and outcomes, including ensuring utilisation/spend with partners or on products matches agreed budgets.
Work closely with Finance, Audit, Risk, and Compliance teams to maintain assurance
Identify operational, regulatory, or conduct risks and lead mitigation activity
Ensure delivery of products aligns with safeguarding, data protection, and organisational policies
Manage complaints about service delivery, including referring applicants to partner complaint processes where appropriate
Continuous Improvement and Insight
Gather insight from customer‑facing colleagues, and customers to identify delivery improvements
Feed operational learning into service refinement and future product development
Support evaluation of pilots and early‑stage products, recommending refinements before scale‑up
Product Mobilisation and Go‑to‑Market Delivery
Lead the operational mobilisation of any new financial wellbeing products and services from approval through to live delivery
Coordinate internal stakeholders across housing, pensions, finance, digital, customer services, and governance to ensure readiness for launch, including defining and documenting end‑to‑end customer journeys, access routes, eligibility criteria, and handover points
Ensure systems, workflows, and digital platforms are configured to support new products
Support internal training and briefing so colleagues understand new products, boundaries, and processes
Your job description is intended to reflect your main tasks and areas of work but is not exhaustive.
Qualifications
Essential
Knowledge and experience
Proven experience managing product delivery and other services within a regulated, customer facing environment facing environment‑facing environment
Experience working with digital platforms or CRM systems to support service delivery
Experience coordinating complex delivery across multiple teams or functions
Strong understanding of operational risk, quality assurance, and compliance
Experience embedding new products, services, or pilots into live delivery
Experience identifying insights and applying them to support continuous product or process improvement.
Experience of adapting communications style to support effective project delivery, partnership management, and customer service.
Skills And Abilities
Strong organisational and coordination skills, with the ability to bring multiple stakeholders together
Excellent problem solving and decision making capability‑solving and decision‑making capability
Clear written communication and disciplined documentation
High attention to detail and commitment to customer experience
Comfortable working autonomously in a remote or matrixed environment
Commitment to equality, inclusion, and organisational values
A collaborative team player, comfortable working in a small team while engaging effectively with a wider organisation.
Desirable
Experience in financial wellbeing, pensions, housing, or welfare services
Familiarity with regulated financial services environments and referral models
Prior involvement in launching new services or pilots
About Us
The National Church Institutions comprises a wide variety of teams, professions and functions that support the mission and ministries of the Church of England in its vision to be a church, centred on Jesus Christ, for the whole nation - a church that is simpler, humbler, bolder.
We Include. You Belong.
Our Belonging and Inclusion Strategy aims for everyone in the National Church Institutions (NCIs) to feel that they belong, and are valued for who they are and what they contribute. Together, our people contribute in different ways towards our common purpose, whichever NCI they work in and whatever their background.
Living out our values in all that we do, we:
Strive for Excellence
Show Compassion
Respect others
Collaborate
Act with Integrity
We believe our commitment to belonging and inclusion fuels our progress and drives us forward. The NCIs are a safe, inclusive workplace for people of all backgrounds and walks of life. We welcome applications from people of all faiths and of no faith. We want to encourage applications from a diverse group of people who share our values. Even if you have never thought about working for us before, if you have the skills and experience we’re looking for then we would like to hear from you.
Use of AI in your application
We appreciate that you may want to use AI tools to help you with your application. We're happy for you to use AI to come up with ideas and help structure your thoughts, but you shouldn't use AI to fabricate information or write your whole application for you. One of our values is integrity, and although we want you to demonstrate your best self, we don't want an AI-generated persona. If you simply copy and paste AI-generated content into your application, this will reduce your chances of success.
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