Bilingual Lead, Pension Education & Relationship Management

at  OMERS

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Reporting to the Manager, Pension Education & Relationship Management, the Lead, Pension Education & Relationship Management is a highly motivated individual, responsible for providing a range of pension education and training services with a focus on educating the Client, driving product and service awareness, and supporting OMERS advocacy/plan sustainability messaging. Clients include Plan members, employer administrators and other interested parties, primarily associations and unions.
The Lead, Pension Education & Relationship Management has a primary front-line external focus to respond to Client needs, develop materials, and communicate the OMERS plan to all Client groups by delivering face-to-face or virtual pension education training programs across the province. A successful Lead, Pension Education & Relationship Management must also have a strong ability to build long-lasting trusting business relationships with our partners.

AS A MEMBER OF THIS TEAM, YOU WILL BE RESPONSIBLE FOR:

Department Focus
Implementing the employer education strategy to improve plan administration
Building trusted partnerships within your employer portfolio
Expanding the reach and impact of our member communication and education
Supporting the stakeholder relations plan and the pension plan design process
Client Focus & Technical
Delivering Client education programs (pension information sessions, member/employer webinars, employer conferences and other stakeholder events)
Establishing strong working relationships and rapport with assigned stakeholder groups
Supporting the transition of Client interactions to digital
Working towards improving employer plan knowledge and compliance with legal requirements
Providing prompt, accurate information, in an engaging, professional manner to both internal and external stakeholders - this may require working additional hours outside of normal business hours (evenings and weekends), as required to meet objectives
Designing, developing and implementing member and employer training programs that satisfy the needs of OMERS and the Client
Executing targeted outreach and customizing training plans by levering data insights to drive meaningful conversations with maximum impact to the Client
Developing an understanding of e-learning techniques and, where relevant, participating in the creation and delivery of e-learning programs
Remaining current on regulatory/policy changes relating to the OMERS Pension Plan(s) and keeping up to date with developments in the pension industry
Expected attributes
As an ambassador of OMERS, maintaining a professional level of rapport and appearance at all times
Demonstrating sound judgment and tact when dealing with both internal and external stakeholders in a face-to-face environment
Being accountable for decisions and actions, while understanding the business and responding to all related issues, concerns and problems
Identifying opportunities for process improvement and documentation across pension services

TO SUCCEED IN THIS ROLE, YOU:

Bilingualism in English and French is required.
Have a university degree or college diploma together with a minimum of 5 years or more demonstrated experience and knowledge of the pension industry
Have successfully completed the Pension Plan Administration Certification (PPAC) or working towards it
Are a strong strategic thinker and decision-maker, and are able to build trust through demonstrated personal integrity, encouraging team to act in best interest of OMERS and achieve the highest standards
Project management skills or experience
Take responsibility for decisions and actions while understanding the business and respond to all related issues, concerns and problems
Have superior customer service, presentation and interpersonal skills
Have excellent two-way communication skills and are able to actively listen and articulate in a clear, concise manner
Have the ability to establish priorities and multi-task
Have the availability to travel within Ontario as required, including airplane travel and overnight stays
Must have a valid driver’s license
Are accredited in adult education/training (would be an asset)
Have a well-rounded knowledge of pension plan administration and governing legislation and regulations – Pension Benefits Act, Income Tax Act, Family Law Act, and have detailed knowledge of OMERS plan provisions, administrative policies and procedures (would be an asset)
As one of Canada’s largest defined benefit pension plans, our people-first culture is at its best when our workforce reflects the communities 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