Associate Manager - Pension Outsourcing

WTW; Montreal (administrative region); On-site; CAD 70,000 - 95,000; Full time

Benefits offered by this job

Annual incentive bonus

Job summary

WTW Retirement consultants seek a Pension Outsourcing Associate Manager to lead defined benefit plan administration, manage client engagements, and mentor junior staff. You will coordinate daily deliverables, review outputs, and apply best practices in retirement plan design and administration.

In this role, you will act as the primary client liaison, oversee data handling, and guide teams to meet budgets, timelines, and quality standards while leveraging advanced Excel skills and deep pension

Qualifications

• 6 to 9 years defined benefits plan administration and manual calculation experience required
• Bachelor’s or Master’s degree in mathematics, statistics, finance or quantitative field with a strong academic record
• Strong knowledge of the fundamentals of defined benefit plan design
• Strong analytical and problem-solving skills
• Professional, client-focused approach to colleagues and assignments
• Proficiency with Microsoft Excel and Word
• Strong attention to detail
• Ability to organize, set priorities and manage multiple projects within established deadlines
• In office presence: 3 days per week

Responsibilities

• Serve as primary, daily contact to clients on delivery of services
• Review work and deliverables of Analysts
• Mentor less experienced Associates
• Manage projects within budgets, timelines and quality standards
• Review moderately complex benefits calculations and trust instructions
• Collect, manipulate, reconcile, and review participant data
• Resolve complex plan provision questions and issues surfaced by clients and colleagues
• Develop internal administration manuals for clients
• Follow and update documentation materials
• Adhere to plan documents and government regulations in administering plans
• Deliver on projects to meet or exceed client expectations
• Increase efficiency within client teams by identifying process improvements
• Develop and train less experienced Analysts

Skills

Defined benefit plans

Excel

Analytical skills

Client-facing

Project coordination

Education

Bachelor’s or Master’s degree in mathematics, statistics, finance or quantitative field

Tools

Microsoft Excel

Microsoft Word

Job description

WTW Retirement consultants have deep experience working with organizations of all types and sizes. We’ve worked closely with clients to develop some of the most advanced benefit design techniques currently in use. We combine expertise in retirement and investment consulting to support organizations worldwide in designing, managing, administering, and communicating all types of retirement plans.

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Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

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The Role

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As a Pension Outsourcing Associate Manager, you will perform a wide variety of recurring defined benefit plan administration services for clients, contribute to special projects, and provide ad hoc client support services. You will serve as the day-to-day project manager, contributing to client management and special projects, while also mentoring less experienced associates.

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• Serve as primary, daily contact to clients on delivery of services
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• Review work and deliverables of Analysts
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• Raise issues as appropriate to Consultants/Senior Consultants
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• Enhance your expertise in retirement plan design and administration
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• Be on a career path with growth and advancement
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• Employ the most cutting-edge tools and resources and work with top talent in the industry
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• Review moderately complex benefits calculations and trust instructions
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• Collect, manipulate, reconcile, and review participant data – identifying and resolving issues as they arise
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• Resolve complex plan provision questions and issues surfaced by clients and colleagues
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• Create internal administration manuals for clients if one does not exist
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• Follow and update documentation materials as directed
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• Employ Towers Watson’s Professional Excellence tools and concepts to ensure efficient and quality output/service delivery
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• Adhere to plan documents and government regulations in administering plans
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• Manage and coach team to ensure progress against established budgets, timelines and quality standards
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• Deliver on projects to meet or exceed client expectations
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• Increase efficiency within client teams by identifying ways to improve processes
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• Develop and train less experienced Analysts
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Qualifications

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Requirements

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6 to 9years defined benefits plan administration and manual calculation experience required

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Bachelor’s or Master’s degree in mathematics, statistics, finance or any other major with significant quantitative course work; with a strong academic record

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Strong knowledge of the fundamentals of defined benefit plan design

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Strong analytical and problem-solving skills

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Solid expertise in Microsoft Excel and Word

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Strong attention to detail

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Professional, client-focused approach to colleagues and assignments

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Seeks out experiences that may change perspective or provide an opportunity to learn new things

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Ability to organize, set priorities, work independently and complete multiple projects within established deadlines

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In office presence: 3 days per week

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Compensation

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The base salary compensation range being offered for this role is $70,000 to $95,000 CAD per year.

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This role is also eligible for an annual short-term incentive bonus.

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Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all final decisions and determinations are made exclusively by authorized human personnel.

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This job posting is an advertisement for an existing vacancy.

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Equal Opportunity Employer

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Job Info

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• Job Identification 202604432
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• Job Category Service and Delivery
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