Online Retirement Journey Manager

  • Location


  • Sector:

    Financial Services, Insurance

  • Salary:

    Up to £51,457 + bonus and benefits

  • Published:

    4 months ago

  • Expiry date:


  • Client:


About the role:

We have recently completed an insight gathering project to ascertain the needs of our customers in their retirement journey, and how digital can help support. Based on this insight, this role will be responsible for delivering the solution and build phase of the re-development of the retirement content on the Phoenix Life website.
A key aspect of this role will be working in collaboration with the digital team, business stakeholders and external digital agencies.
You will be experienced in delivering digital solutions in a financial services environment to meet both customer and business needs and objectives.

Key Responsibilities:

  • Manage the redesign and build of the Phoenix Life ‘Retirement Centre’

  • Ensure the insights gathered in the discovery phase are incorporated into the project

  • Manage and provide direction to the external digital agencies

  • Ensure effective collaboration and engagement with a range of stakeholders to understand and deliver their requirements

  • Review project documentation and manage the feedback and sign off loops

  • Oversee the delivery of content and ensure optimisation and alignment to brand guidelines

  • Facilitate and oversee discussions between the external digital agencies to ensure design solutions can integrate into the current site build

  • Work with the digital team to ensure alignment to SEO and reputation management goals

  • Ensure solutions meet best practice user experience, compatibility and accessibility standards

  • Promote good customer outcomes and brand positioning

  • Manage the user testing, QA and release plan

  • Maintain a robust sign off process

  • Ensure agreed KPIs and MI reporting is in place

  • Manage the integration and handover to BAU


  • Experience of delivering digital solutions

  • Experience of working in the life and pensions or financial services industry

  • Experience of working with digital agencies

  • Understanding of customer needs

  • Excellent relationship management skills, demonstrable at all levels

  • Strong interpersonal and communication skills

  • Ability to work under pressure and to adapt to a changing environment

  • Good project management skills

  • Understanding of user experience best practice

  • A pragmatic approach to problem solving

  • IDM/CIM  Diploma in Digital Marketing/Digital Diploma, or equivalent qualification

  • IT skills – good working knowledge of all Microsoft Office programmes


  • Understanding of Google Analytics

  • Website operations/CMS knowledge

  • Understanding of accessibility standards

  • An understanding of Search Engine Optimisation

About us

Join the Phoenix Group, and you join a unique organisation. It’s not just the 10 million policyholders we serve, or the £240 billion of assets we look after. Or that we’ve been listed as one of the UK's Top Employers for seven years running. It’s the fact we manage predominantly closed life funds in our Heritage business. This means we can focus our innovative thinking and energy into improving outcomes for our existing customers and their customer experience.

But that’s not all. We also have an Open business which manufactures and underwrites new products and policies to support people saving for their future in areas such as workplace pensions and SIPPs. We also market corporate pension trustee services and manufacture products to be sold under other brands. Did you know Phoenix Life manufactures SunLife’s market leading Guaranteed Over 50’s plan?

Having acquired Standard Life Assurance Limited in 2018, Phoenix is now the largest consolidator of heritage life insurance funds in Europe with a vision to be Europe's Leading Life Consolidator

Flexible working

Flexible working at Phoenix is: "A lifestyle that fuses your personal and professional life." We believe in a culture of flexibility, depending on the role we may be able to offer working arrangements that suit your needs. In today's world of work/life challenges we recognise getting this right is important to our employees and the success of our business.

Examples of this may include but are not exclusive to the following:

Part-time: You would work less than full-time hours for the business, perhaps by working fewer days or hours per week.
Flexible hours: Still working your contracted hours, you would have flexibility to start and finish within agreed core working times.
Job share: Where the role allows you would voluntarily share the duties of one full-time position with another colleague, splitting the hours on a pro-rata basis.
Home working: You would undertake some, or all, of your working duties from home or anywhere else other than the standard allocated place of work (including other Phoenix locations).