Director, Employer Onboarding

3 weeks ago

Toronto, Canada University Pension Plan Full time

ABOUT UPP

UPP is the first pension plan of its kind in Ontario’s university sector, proudly serving over 39,000 members across four universities and 12 affiliate organizations. Our purpose is to bring greater retirement peace of mind to the university sector by investing with integrity and serving members with care. As a sector-wide plan designed for growth, our doors are open to all Ontario universities.

Together, we’re a team of progressive thinkers and agile doers operating within a fast-paced culture of collaboration and respect. We believe 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.

Our culture is intentionally welcoming and purposefully rooted in equity, diversity, inclusion, and reconciliation (EDIR). We believe diverse teams, perspectives, and lived experiences contribute to better decisions and a better workplace.

As a long-term investor, we recognize that environmental, social and governance (“ESG”) factors support risk management and value creation. As stated in our Responsible Investing Policy, we are committed to incorporating ESG considerations into our investment management activities and we collaborate with other industry participants in the promotion of a sustainable economy and society.

Join us in building a bright future for our members, our organization, and each other.

THE ROLE
The Director, Employer Onboarding leads the team accountable for the successful onboarding of pension administration for new employers in the university sector to UPP. The Director is involved at every step of the process, starting when a University group expresses interest in converting their Single Employer Pension Plan to UPP. Following a successful conversion to UPP’s pension administration system and setup activities for the employer and members, the Director leads the transition to business-as-usual activities with the Pension Services teams approximately six months after the conversion date.

Reporting to the Managing Director, Pension Services, this role will build strong and trusted relationships with university administrators, faculty associations and unions, and with Pension Services’ internal and external support partners. The Director, Employer Onboarding will represent Pension Services while working collaboratively with our Engagement team when speaking about joining UPP and setting clear and realistic expectations for the transition from a SEPP to UPP. Once a University has member consent to join UPP, the Director will play a key role in ensuring the efficient conversion of data and plan set up is in place. In their first year, the Director will work directly with UPP's founding universities to ensure the smooth and timely transition of pension administration activities in 2024.

UPP is based in Toronto’s financial district and has a hybrid work model (~2 days / week in office). This role will require occasional travel within Ontario.

**KEY ACCOUNTABILITIES**:
This role is focused on implementing UPP’s strategic imperative to realize sector growth through strategic relationships with the university sector, and to provide a seamless and positive experience for UPP’s new employers and members.

Impact on Results
- Contribute to the development of UPP’s Pension Services strategy on an on-going basis.
- Execution of the new employer implementation model that delivers innovative, cost-effective and exceptional services and tools, while continuously looking to iterate on the model.
- Accountable for delivering divisional results and meeting or exceeding our scorecard metrics by managing divisional resources and work inventory.
- Take the lead in driving intentional culture initiatives within your team and actively promote and advocate for them throughout the entire organization.

Business Implementation
- Represent Pension Services when speaking about joining UPP, while working collaboratively with the engagement team.
- Lead the technical onboarding of new plans including the conversion of pension data and benefit payments, and configuration updates required for UPP’s pension administration system. Collaborate with the Strategic Initiatives Delivery team to ensure the smooth onboarding of new plans on to UPP’s pension administration system.
- Lead the operational transition of new employers as their roles and responsibilities change from that of a pension administrator to a JSPP participating employer.
- Lead the change management activities for active, deferred and retired members as their service provider and future benefit accruals change.
- Lead the transfer of business knowledge to the Client Experience and Pension Operations teams once operational onboarding is complete.

Relationship Management
- Establish stakeholder and partnership networks in which UPP can tell our story and grow through strategic relationships with university participants and the

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