Team Lead, Employer Services

At CAAT, we’re passionate about what we do. And it shows

Here, you’ll find a cultural spark in everything we do - from the way we partner with members and employers, to the way we work, collaborate, and grow. It doesn’t just feel different at CAAT. It _is_ different. We’re one of the fastest-growing pensions in the country for a reason. We challenge the status quo, making a real impact on the hundreds of employers we serve - from education institutions to major corporations and household brands. And we’re just getting started. Driven by core values and a shared purpose, we’re fierce champions for better retirement security, known for our can-do culture where everyone plays a role in bringing our vision to life. If this sounds like a fit, we’d love you to be a part of it.

**About the Role**:
We are seeking a **Team Lead, Employer Services,** to provide day-to-day leadership support within the Employer Services team while continuing to serve as a key point of contact for employers participating in the CAAT Pension Plan. In this role, you will provide technical guidance, mentor junior staff, and support the Manager, Employer Services in coordinating team activities and ensuring high-quality service delivery. You will also lead the resolution of complex or escalated employer issues and contribute to critical processes such as contribution reconciliation, annual data collection, and member statement preparation.

**As the Newest Member of our Team, You’ll**:

- Provide day-to-day leadership support to the Manager, Employer Services by coordinating team activities, managing work priorities, and tracking service level agreements (SLAs).
- Mentor and train new and junior team members, acting as a role model and first point of contact for complex or escalated employer inquiries.
- Lead the relationship management for a portfolio of assigned employers, acting as a trusted advisor and technical expert to support their successful administration of the CAAT Pension Plan.
- Conduct regular status meetings with employers to track progress, resolve issues, and ensure a high level of client satisfaction.
- Lead and participate in structured education and training sessions for employers, including one-on-one and group sessions as part of the Employer Education program.
- Perform and oversee key pension administration processes, including contribution reconciliation, annual data collection, and member statement preparation.
- Collaborate with internal teams (e.g., Policy, Member Services, IT) to resolve employer issues and support cross-functional initiatives.
- Maintain up-to-date knowledge of plan provisions, pension legislation, and internal policies to ensure accurate and compliant employer support.
- Participate in process reviews, audits, and system updates to identify opportunities for continuous improvement and operational efficiency.

**To Succeed, You Bring**:

- Provide day-to-day leadership support to the Manager, Employer Services by coordinating team activities, managing work priorities, and tracking service level agreements (SLAs).
- Mentor and train new and junior team members, acting as a role model and first point of contact for complex or escalated employer inquiries.
- Lead the relationship management for a portfolio of assigned employers, acting as a trusted advisor and technical expert to support their successful administration of the CAAT Pension Plan.
- Conduct regular status meetings with employers to track progress, resolve issues, and ensure a high level of client satisfaction.
- Lead and participate in structured education and training sessions for employers, including one-on-one and group sessions as part of the Employer Education program.
- Perform and oversee key pension administration processes, including contribution reconciliation, annual data collection, and member statement preparation.
- Collaborate with internal teams (e.g., Policy, Member Services, IT) to resolve employer issues and support cross-functional initiatives.
- Maintain up-to-date knowledge of plan provisions, pension legislation, and internal policies to ensure accurate and compliant employer support.
- Participate in process reviews, audits, and system updates to identify opportunities for continuous improvement and operational efficiency.

At CAAT, we believe innovation, passion, and purpose are ingredients for a great work environment. We’re incredibly proud of our people and the remarkable impact they have as catalysts for change. We’re committed to attracting and keeping great talent, which means competitive compensation, exceptional benefits, and an environment where people can grow and thrive. When you work with CAAT, you’ll enjoy:

- ** Opportunities to Build a Better You**: We never stand still. As we grow, so do you. Enjoy a place that provides endless opportunities to learn and master your skills while cultivating new ones.
- ** Comprehensive & Holistic Care**:Be at your best with a Total Rewards program that fe