Manager, Member Data

1 month 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 40,000 members across four universities and fourteen sector 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
This is an exciting opportunity for an exceptional professional to join a team of high performing professionals and make a significant impact.
Reporting to the Director, Pension Operations, the Manager, Member Data will oversee the management and maintenance of member data, ensuring data integrity, accuracy, and security. This role will play a crucial part in supporting member services, reporting, and compliance initiatives.
UPP is based in Toronto’s financial district and has a hybrid work model (~2 days / week in office).
SPECIFIC ACCOUNTABILITIES
- Oversee the day-to-day management of member data, ensuring all records are accurate, updated, and compliant with regulatory standards.
- Develop and implement data management strategies and policies to maintain high levels of data integrity and security.
- Lead and manage a team responsible for data entry, validation, and reporting, providing guidance, training, and performance feedback.
- Collaborate with internal teams to support data-related initiatives and resolve data discrepancies.
- Ensure the successful integration of member data into reporting systems and assist with data extraction for analysis and auditing purposes.
- Drive continuous improvement in data management processes and systems, identifying opportunities for automation and enhanced accuracy.
- Monitor and report on key data quality metrics, ensuring compliance with industry and organizational standards.
- Manage relationships with external vendors related to data management systems, ensuring optimal performance and service.
- Ensure data privacy and security policies are adhered to in accordance with legal and regulatory requirements.
- Support Pension Services with development of various processes and tools for workflow improvements

QUALIFICATIONS & EXPERIENCE
- Bachelor’s degree or an equivalent combination of education and experience, with strong experience in pension administration.
- Certified Employee Benefits Specialist (CEBS) or Pension Plan Administration Certificate (PPAC) an asset
- Minimum of 5 years of progressive experience with defined benefit plan administration required - experience must be hands on across multiple facets of pension operations
- Experience collaborating with client experience teams
- 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
- Good understanding of member data and intricacies of timeliness and accuracy
- Attention to detail and problem-solving skills
- Strong analytical skills, ability to segment data according to events (retirements, enrollments, etc.)
- Strong Excel skills
- Prior leadership experience is an asset
- PPAC is an asset
- Professional, client-focused approach to colleagues and assignments
- Strong verbal and written communication skills
- Ability to organize, set priorities, work independently and complete multiple projects within established deadlines
- Experience leading teams in a managerial or non-managerial capacity

ATTRIBUTES
- Strong client service disposition
- Self-motivated, flexible, and adaptable to changing priorities and new challenges
- Logical and detail oriented
- Strong commitment to innovation and continuous improvement
- Pro-active problem solver
- Ownership mindset
- Commitment to excellence
- Excellent judgment and clear and precise communication skills - written, verbal, listening and presentation, including a high degree of diploma

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