Manager, Pension Risk Transfer (PRT) Implementation & Technical Delivery

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The Manager, Implementation & Technical Delivery supports Pension Risk Transfer (PRT) transactions within the Institutional Solutions Operations team. This role is accountable for leading complex client onboarding, data transformation, and end‑to‑end implementation delivery for institutional clients in a regulated environment. The position bridges business requirements and technical execution, working closely with senior leadership, internal operational teams, and third‑party administrators to deliver accurate, controlled, and scalable solutions. The Manager plays a critical role in ensuring data integrity, operational readiness, and risk mitigation throughout the onboarding and post‑implementation lifecycle.

Key Responsibilities

• Lead end‑to‑end implementation and onboarding for institutional PRT clients, including requirements gathering, data mapping, validation, reconciliation, and operational readiness.
• Translate business, client, and contractual requirements into clear data, process, and implementation specifications aligned with administrative and operational platforms.
• Oversee complex data transformation, validation, exception management, and root‑cause analysis across multiple data sources and stakeholders.
• Provide implementation leadership across cross‑functional teams, ensuring timelines, dependencies, risks, and deliverables are actively managed and communicated.
• Act as a key point of escalation for implementation issues, partnering with internal teams and third‑party administrators to drive resolution.
• Identify operational risks, data quality issues, and control gaps; recommend and support process improvements, automation, and scalability initiatives.
• Support governance, documentation, and audit readiness for implementation activities in line with regulatory and internal risk management requirements.
• Contribute subject‑matter expertise to continuous improvement initiatives, onboarding standards, and implementation best practices.

Qualifications & Experience

• 7+ years of experience in implementation, operational delivery, business analysis, or technical delivery roles within financial services.
• Experience with pension administration, Pension Risk Transfer (PRT), defined benefit pension plans, or group annuity administration.
• Strong data analysis, reconciliation, and validation experience; advanced Excel skills required.
• Demonstrated ability to translate business requirements into practical data, process, and delivery solutions.
• Proven experience managing multiple stakeholders, priorities, and complex implementation timelines.
• Strong analytical, problem‑solving, and communication skills.
• Experience working in a regulated environment.
• SQL or similar data‑query experience is an asset.
• Proficiency in both English and French is an asset.

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.