Manager, Complex Transactions

RBC north tower, 16 York St, Toronto, ON M5J 0E6, Canada

Reporting to the Director, Complex Transactions, the Manager, Complex Transactions is responsible for overseeing the day‑to‑day execution, adjudication, and quality assurance of complex, non‑standard, and exception‑based pension transactions.

It serves as a senior subject matter expert and operational lead for high‑risk, exceptional and judgment‑intensive pension events, ensuring accurate, consistent administration, compliance with plan provisions, pension legislation, regulatory and internal control standards.

It works closely with Actuarial, Legal, Pension Data, Product, Communications, Technology and other stakeholders to coordinate resolution of complex cases, support operational decision‑making and maintain appropriate controls, documentation, auditability. It identifies opportunities to strengthen processes, reduce operational risk, improve member outcomes, and support modernization of complex transaction administration.

Based in downtown Toronto in a hybrid environment with a minimum of two days in‑office per week.

• Oversee the administration and adjudication of complex, non‑standard, and exception‑based pension transactions.
• Serve as a senior subject‑matter expert providing guidance, analysis and recommendations on high‑risk, judgment‑intensive cases and supporting resolution of escalated member, employer and operational issues.
• Review and validate outputs produced by the team, ensuring alignment with plan provisions and regulatory requirements.
• Ensure appropriate controls, validation and reconciliation processes are applied consistently to maintain data integrity.
• Monitor operational performance, service levels and emerging risks, identify trends, recommend corrective actions and escalations.
• Identify opportunities to improve processes, controls and workflows for enhanced efficiency and accuracy.
• Conduct research and due diligence on complex pension administration matters, contributing to development of procedures, standards and governance practices.
• Support implementation of process improvements, automation and system enhancements in collaboration with the Director and cross‑functional teams.
• Lead, coach and develop a team of Specialists, setting clear expectations and managing delivery, quality and timeliness.
• Build team capability in pension calculations, complex transaction processes and control execution, fostering a culture of accountability and continuous improvement.

• Bachelor’s degree or equivalent education/experience with strong experience in pension administration.
• Certified Employee Benefits Specialist (CEBS) or Pension Plan Administration Certificate (PPAC) an asset.
• Minimum 5 years progressive experience with defined benefit plan administration across multiple facets of pension operations.
• Strong knowledge of fundamentals of defined benefit plan design.
• Demonstrated leadership, training and mentorship of junior team members.
• Exceptional client service and professional acumen.
• Strong analytical, attention to detail and problem‑solving skills.
• Professional, client‑focused approach to colleagues and assignments.
• Ability to organize, prioritize, work independently and complete multiple projects within deadlines.
• Strong verbal and written communication skills.

• Self‑motivated, flexible and adaptable to changing priorities.
• Logical and detail oriented.
• Strong commitment to innovation and continuous improvement.
• Ownership mindset.
• Commitment to excellence.
• Proven ability to develop and maintain effective working relationships.
• Excellent judgment and clear, precise communication with diplomacy and confidentiality.

Annualized base salary range: $85,600 to $135,600
. Additional variable incentive may be offered based on performance.

• Paid time off – vacation, personal and wellness days.
• Work remotely up to eight weeks per year.
• Extended paramedical and mental health service coverage.
• Health care and lifestyle spending accounts.
• Fertility treatments, paid parental leave and gender affirmation coverage.
• Education Assistance program.

UPP enthusiastically welcomes applications from all qualified applicants and especially invites people with lived experience as an Indigenous person, a person with a disability or as a member of another Human Rights Code protected group that faces barriers to employment to apply. Our goal is to create a barrier‑free experience for every candidate throughout the recruitment process.

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