Lead, Technology Strategy & Innovation (12 Months Contract)

OMERS; Toronto; Hybrid; CAD 86,000 - 130,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

OMERS is seeking a Customer Success & Innovation professional to translate business priorities into practical technology, data, automation, and AI-driven opportunities across investment workflows.

You will support roadmaps, gather requirements, and drive adoption of D&T products and services through collaboration with business and technology teams.

Qualifications

• 3-5+ years of experience in technology, consulting, strategy, customer success, business analysis, product, data, or investment technology roles.
• Experience supporting technology-enabled transformation, ideally within financial services or investment environments.
• Strong business acumen with ability to translate priorities into technology, data, and AI opportunities.
• Excellent communication—translate technical concepts for non-technical stakeholders.

Responsibilities

• Develop customer roadmaps prioritizing impact, value, risk, and feasibility.
• Collaborate with business teams to identify opportunities for tech-enabled improvements.
• Document needs, user stories, requirements, adoption considerations, and decision points.
• Build trusted relationships with stakeholders to connect needs with products and services.
• Analyze feedback, usage data, and workflows to identify gaps and improvements.
• Identify practical AI enablement opportunities across research, reporting, and automation.
• Lead discovery interviews, workshops, and cross-functional problem-solving sessions.
• Synthesize findings into insights, options, and implementation considerations.

Skills

3-5+ years experience

Financial services

Communication

Stakeholder management

SQL

Python

Power BI

Power Platform

Automation

Education

Bachelor’s degree

Tools

SQL

Power BI

Power Platform

Python

Automation

Job description

Choose a workplace that empowers your impact.

Join a global workplace where employees thrive. One that embraces diversity of thought, expertise and experience. A place where you can personalize your employee journey to be — and deliver — your best.

We are a purpose-driven, dynamic and sustainable pension plan. An industry leading global investor with teams in Toronto to London, New York, Singapore, Sydney and other major cities across North America and Europe. We embody the values of our 665,000 members, placing their best interests at the heart of everything we do.

Join us to accelerate your growth & development, prioritize wellness, build connections, and support the communities where we live and work.

Don’t just work anywhere — come build tomorrow together with us.

Role Summary

This role reports into the Director, Customer Success & Innovation and is part of the Data & Technology (D&T) customer success and innovation function. In this role, you will help translate business priorities into practical technology, data, automation, and AI‑enabled opportunities that improve outcomes for OMERS business partners. You will support customer roadmaps, synthesize requirements, prepare advisory materials, and help drive adoption of D&T products and services across investment‑related workflows.

• Supporting the development of customer roadmaps that prioritize initiatives based on business impact, customer value, risk, and technology feasibility.
• Partnering with business teams to understand objectives, workflows, pain points, and opportunities where technology, data, automation, or AI can improve outcomes.
• Documenting business needs, user stories, requirements, adoption considerations, and decision points in a clear, action‑oriented way.
• Building trusted relationships with business stakeholders and D&T teams to connect customer needs with available products, services, and expertise.
• Analyzing customer feedback, usage data, discovery insights, and workflow observations to identify themes, gaps, and continuous improvement opportunities.
• Identifying practical AI enablement opportunities across research, due diligence, knowledge management, reporting, workflow automation, portfolio monitoring, and document‑intensive processes.
• Helping business teams understand appropriate AI use cases, limitations, risks, and adoption considerations, including generative AI assistants and emerging agentic workflows.
• Leading workstream‑level analysis, discovery interviews, workshops, and problem‑solving sessions with cross‑functional teams and subject matter experts.
• Synthesizing findings into clear insights, options, recommendations, and implementation considerations for business and technology stakeholders.
• Supporting proof‑of‑concept activities, workflow assessments, adoption planning and change enablement with product, engineering, data, architecture, risk, and security teams.

Required Skills & Experience

• 3-5+ years of experience in technology, consulting, strategy, customer success, business analysis, product, data, or investment technology roles.
• Experience supporting technology‑enabled transformation, ideally within financial services, investment management, Private Markets, Capital Markets, or a comparable environment.
• Strong business acumen and analytical problem‑solving skills, with the ability to translate business priorities into practical technology, data, automation, and AI opportunities.
• Excellent communication skills, including the ability to translate technical concepts into practical language for non‑technical stakeholders.
• Demonstrated ability to gather, structure, and synthesize requirements, user stories, decision points, insights, recommendations, and implementation considerations.
• Strong stakeholder management skills, with the ability to build trust, influence without direct authority, and work effectively across business and technology teams.
• Curiosity about business processes and confidence to challenge established thinking in a constructive, evidence‑based way.
• Strong prioritization, organizational skills, independent judgment, and comfort navigating ambiguity in an environment with competing priorities.

Preferred Skills & Experience

• Understanding of the investment lifecycle and how technology, data, workflow tools, and AI can support investment professionals and operational teams.
• Experience or exposure to Private Markets, Capital Markets, investment management, or comparable financial services environments.
• Demonstrated fluency with enterprise AI platforms and generative AI assistants, including Microsoft Copilot and comparable solutions such as Claude, ChatGPT, or Gemini.
• Ability to coach, train, and support business users in responsible prompting, use case identification, workflow integration, and AI adoption best practices.
• Experience identifying or supporting AI proof‑of‑concept opportunities, including defining success criteria, workflow impacts, adoption readiness, risks, limitations, and implementation considerations.
• Comfort working with data, dashboards, workflow documentation, and analytical outputs; SQL, Python, Power BI, Power Platform, or automation experience is an asset.
• Bachelor’s degree in Business, Finance, Technology, Computer Science, Engineering, Data, or a related field; advanced AI training, certifications, or investment/technology training are assets.

We believe that time together in the office is important for OMERS and Oxford, the strength of our employees, and the work we do for our pension members. In delivering on our pension promise, keeping us connected to our work and each other, our flexible hybrid work guideline requires teams to come in to the office 4 days per week.

This posting is for an existing vacancy.

The expected salary range for this position is $86,000.00 - $130,000.00 per year, prorated based on the term of the contract.

You may also be eligible to receive an annual Incentive Award pursuant to our Short‑term Incentive plan and our Long‑Term Incentive plan (if applicable), and to participate in our group benefits and retirement plans – details on these elements of compensation are included within OMERS & Oxford offer letters.

As one of Canada’s largest defined benefit pension plans, our people‑first culture is at its best when our workforce reflects the communities where we live and work — and the members we proudly serve.

From hire to retire, we are an equal opportunity employer committed to an inclusive, barrier‑free recruitment and selection process that extends all the way through your employee experience. This sense of belonging and connection is cultivated up, down and across our global organization thanks to our vast network of Employee Resource Groups with executive leader sponsorship, our Purpose@Work committee and employee recognition programs.

Artificial intelligence (AI) tools are used to support certain stages of the OMERS recruitment process. While AI assists us in our process, human judgment and decision‑making remain central to our candidate experience.