Pension Outsourcing Manager

Job Description

Manager – Pension Outsourcing | WTW

The Tone:
This is a full-time, hybrid role at WTW, requiring a three-day per week in-office presence. WTW is a global leader in retirement and investment consulting, supporting organizations worldwide in designing, managing, administering, and communicating diverse retirement plans. This role is crucial for delivering comprehensive defined benefit plan administration services, managing client relationships, and mentoring less experienced team members, ensuring high-quality service delivery and client satisfaction.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Hybrid – Canada
• Pay: $85000–$105000 yearly
• Mission: To administer defined benefit plans, manage client projects, resolve complex issues, and coach team members while ensuring efficient and quality service delivery.
• Tech Stack: Microsoft Excel, Microsoft Word

What You’ll Actually Do
• Client Relationship Management: Serve as the primary daily contact for clients regarding service delivery and resolution of complex issues.
• Service Delivery and Quality: Perform a wide variety of recurring defined benefit plan administration services and review the work of analysts to ensure quality.
• Plan Administration: Prepare moderately complex benefit calculations, trust instructions, and collect, manipulate, and reconcile participant data.
• Project Management: Contribute to special projects, manage team progress against budgets and timelines, and increase efficiency within client teams.
• Team Leadership and Development: Manage, coach, and train less experienced associates, resolving complex plan provision questions they encounter.

The Must-Haves
• Background: Bachelor’s or Master’s degree in mathematics, statistics, finance, or a quantitative field with a strong academic record, focused on defined benefit plan administration.
• Experience: Minimum of 10 years of experience in defined benefit plan administration and manual calculation.
• Skills: Strong analytical and problem-solving abilities, solid expertise in Microsoft Excel and Word, and strong attention to detail.