Manager, Complex Transactions

University Pension Plan•Toronto, ON

10d•CA$85,600 - CA$135,600•Hybrid

About The Position

Reporting to the Director, Complex Transactions, the Manager, Complex Transactions is responsible for overseeing the day-to-day execution, adjudication, and quality assurance of complex, non-standard, and exception-based pension transactions. This role serves as a senior subject matter expert and operational lead for high-risk, exception-based, and judgment-intensive pension events. The Manager ensures complex transactions are administered accurately, consistently, and in compliance with plan provisions, pension legislation, regulatory requirements, and internal control standards. Working closely with Actuarial, Legal, Pension Data, Product, Communications, Technology, and other stakeholders, the Manager, Complex Transactions coordinates the resolution of complex cases, supports operational decision-making, and ensures appropriate controls, documentation, and auditability are maintained. The role also identifies opportunities to strengthen processes, reduce operational risk, improve member outcomes, and support the ongoing modernization of complex transaction administration. This role is based in downtown Toronto in a hybrid work environment, allowing employees the flexibility to work remotely and in-office (minimum two days per week in-office). This posting is for an existing vacancy.

Requirements

Solid understanding of defined benefit plans
Demonstrated success in his or her role and be accustomed to working in a high energy, hands-on, dynamic organization, while dealing with multiple projects concurrently.
Bachelor’s degree or an equivalent combination of education and experience, with strong experience in pension administration.
Minimum of 5 years of progressive experience with defined benefit plan administration required – experience must be hands on across multiple facets of pension operations
Strong knowledge of the fundamentals of defined benefit plan design
Demonstrated leadership, training, and mentorship of junior/new team members
Exceptional client service with strong professional acumen
Strong analytical, attention to detail and problem-solving skills
Professional, client-focused approach to colleagues and assignments
Seeks out experiences that may change perspective or provide an opportunity to learn new things
Strong verbal and written communication skills
Ability to organize, set priorities, work independently and complete multiple projects within established deadlines

Nice To Haves

Certified Employee Benefits Specialist (CEBS) or Pension Plan Administration Certificate (PPAC) an asset

Responsibilities

Oversees the administration and adjudication of complex, non-standard, and exception-based pension transactions, ensuring outcomes are accurate, consistent, and compliant with plan provisions, pension legislation, regulatory requirements, and internal governance standards
Serves as a senior subject matter expert for complex pension administration matters, providing guidance, analysis, and recommendations on high-risk, judgment-intensive cases and supporting the resolution of escalated member, employer, and operational issues
Reviews and validates outputs produced by the team, ensuring alignment with plan provisions, legislative requirements, and internal standards
Ensures appropriate controls, validation, and reconciliation processes are consistently applied across all complex activities to maintain data integrity and financial accuracy
Monitors operational performance, service levels, and emerging risks within the complex transaction portfolio, identifying trends, recommending corrective actions, and escalating issues as appropriate
Identifies opportunities to improve complex transaction processes, controls, and workflows to enhance efficiency, scalability, and accuracy.
Conducts research and due diligence on complex pension administration matters, contributing to the development of procedures, standards, and governance practices that support consistent and effective service delivery
Supports the implementation of process improvements, automation opportunities, and system enhancements in collaboration with the Director and cross-functional teams.
Leads, coaches, and develops a team of Specialists responsible for complex transaction processing, setting clear expectations for delivery, quality, and timelines.
Builds team capability in pension calculations, complex transaction processes, and control execution, fostering a culture of accountability, collaboration, and continuous improvement.