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About the Role

The Manager, Complex Transactions oversees 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, ensuring accurate and compliant administration.

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.

Requirements

• Solid understanding of defined benefit plans.
• Demonstrated success in role and accustomed to working in a high energy, hands-on, dynamic organization, while dealing with multiple projects concurrently.
• 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.

Skills

• Defined benefit plan administration
• Pension legislation
• Regulatory requirements
• Internal control standards
• Complex transaction administration
• Risk management
• Process improvement
• Automation
• Team leadership
• Coaching
• Mentorship
• Pension calculations
• Data integrity
• Financial accuracy
• Client service
• Analytical skills
• Problem-solving skills
• Communication skills (written, verbal, listening, presentation)
• Diplomacy
• Confidentiality

Location

• Downtown Toronto
• Hybrid

Work Type

• Hybrid
• Full-time

Experience Level

• Manager
• Minimum 5 years of progressive experience with defined benefit plan administration

Education Level

• Bachelor’s degree or an equivalent combination of education and experience
• Certified Employee Benefits Specialist (CEBS) or Pension Plan Administration Certificate (PPAC) an asset

Salary/Compensations

• $85,600 to $135,600

Benefits

• Defined benefit pension plan
• Flexible hybrid work model
• Paid time off – vacations, personal days and wellness days
• Work remotely up to eight weeks/year
• Comprehensive group benefits including medical, dental, vision, etc.
• Extended paramedical and mental health service coverage
• Health care and lifestyle spending accounts
• Fertility treatments, paid parental leave, and gender affirmation coverage
• Education Assistance program

About the Company

• UPP is the first pension plan of its kind in Ontario’s university sector, proudly serving over 46,000 members across six universities and nineteen sector organizations.
• Purpose is to bring greater retirement peace of mind to the university sector by investing with integrity and serving members with care.
• Recognized as one of Greater Toronto’s Top Employers for 2026.
• Progressive thinkers and agile doers operating within a fast-paced culture of collaboration and respect.
• Believes in bringing smart and capable people together to create, solve, and grow with a clear shared vision and values of integrity, inclusivity, ingenuity, and impact.
• Culture is intentionally welcoming and purposefully rooted in equity, diversity, inclusion, and reconciliation (EDI&R).
• Approaches investing through a long-term lens to generate and safeguard value.
• Commitment to investing responsibly accounts for material risks that impact its investment portfolio to generate sufficient risk-adjusted returns to meet the pension needs of its members.

Equal Opportunity

• UPP enthusiastically welcomes applications from all qualified applicants and especially invites people with lived experience as an Indigenous person, a person with a disability or as a member of another Human Rights Code protected group that faces barriers to employment to apply.
• Our goal is to create a barrier-free experience for every candidate throughout the recruitment process.