Manager, Pension Risk Transfer (PRT) Implementation & Technical Delivery

BMO•Toronto, ON

About The Position

The Manager, Implementation & Technical Delivery supports Pension Risk Transfer (PRT) transactions within the Institutional Solutions Operations team. This role is accountable for leading complex client onboarding, data transformation, and end‑to‑end implementation delivery for institutional clients in a regulated environment. The position bridges business requirements and technical execution, working closely with senior leadership, internal operational teams, and third‑party administrators to deliver accurate, controlled, and scalable solutions. The Manager plays a critical role in ensuring data integrity, operational readiness, and risk mitigation throughout the onboarding and post‑implementation lifecycle.

Requirements

7+ years of experience in implementation, operational delivery, business analysis, or technical delivery roles within financial services.
Experience with pension administration, Pension Risk Transfer (PRT), defined benefit pension plans, or group annuity administration.
Strong data analysis, reconciliation, and validation experience; advanced Excel skills required.
Demonstrated ability to translate business requirements into practical data, process, and delivery solutions.
Proven experience managing multiple stakeholders, priorities, and complex implementation timelines.
Strong analytical, problem‑solving, and communication skills.
Experience working in a regulated environment.

Nice To Haves

SQL or similar data‑query experience is an asset.
Proficiency in both English and French is an asset.

Responsibilities

Lead end‑to‑end implementation and onboarding for institutional PRT clients, including requirements gathering, data mapping, validation, reconciliation, and operational readiness.
Translate business, client, and contractual requirements into clear data, process, and implementation specifications aligned with administrative and operational platforms.
Oversee complex data transformation, validation, exception management, and root‑cause analysis across multiple data sources and stakeholders.
Provide implementation leadership across cross‑functional teams, ensuring timelines, dependencies, risks, and deliverables are actively managed and communicated.
Act as a key point of escalation for implementation issues, partnering with internal teams and third‑party administrators to drive resolution.
Identify operational risks, data quality issues, and control gaps; recommend and support process improvements, automation, and scalability initiatives.
Support governance, documentation, and audit readiness for implementation activities in line with regulatory and internal risk management requirements.
Contribute subject‑matter expertise to continuous improvement initiatives, onboarding standards, and implementation best practices.