Director, Research And Data

Our mission is to provide a secure, valuable, and sustainable workplace retirement solutions for Canadians. At CAAT, we live our values of integrity, impact, and teamwork every day. Are you a strategic thinker with a passion for using data and research to shape the future? As the Director, Research and Data, you will play a pivotal role in identifying market trends, uncovering opportunities, and addressing challenges in the pension industry. Your insights will drive innovation, support strategic objectives, and ensure the CAAT Pension Plan remains at the forefront of workplace retirement solutions. We are looking for someone with:

• A post-secondary education in relevant field or equivalent relevant work experience.
• A proven track record in research, data management, and strategic planning within financial services, insurance or similar field, preferably in pensions.
• Strong analytical skills, proficiency with data analysis tools, advanced knowledge of Excel, and the ability to automate data processes for improved efficiency.
• An in-depth understanding of pension-related regulations and compliance standards.
• At least 5 years of leadership experience with the ability to build, mentor, and inspire high-performing teams.
• Exceptional written and verbal communication skills, capable of presenting complex findings clearly to diverse audiences.
• Strategic thinking abilities to anticipate industry shifts and proactively adapt strategies.

The successful candidate will demonstrate:

• Analytical excellence, turning data into actionable insights and drive strategy.
• Leadership and mentorship, empowering teams to deliver exceptional results.
• Strategic vision, proactively anticipating market shifts and adapting plans accordingly.
• Clear communication skills, effectively presenting complex data to diverse audiences.
• Collaborative mindset, working across departments to align research with business goals.
• Innovation, continually seeking new opportunities to enhance solutions and processes.

Once here you will:

• Identify industry trends, competitor strategies, and regulatory changes across employer segments and targeted industries.
• Evaluate market needs to uncover gaps in workplace retirement offerings and recommend innovative solutions.
• Produce comprehensive reports and actionable insights for senior leadership to guide strategic decision-making.
• Work with growth enablement teams to identify and collect data that enhances prospect engagement and business opportunities.
• Manage data to support the creation of content aligned with strategic themes and solutions.
• Oversee CRM data management, prospect tracking, and performance insights to optimize growth strategies.
• Prepare data for presentations to the CAAT Board of Governors and Sponsors Committee to ensure governance reporting is timely and effective.
• Support the creation of data-driven business development strategies that align with market needs and opportunities.
• Identifying new business opportunities, including partnerships, products, and service offerings.
• Collaborate with growth and enablement teams to develop strategies tailored to prospective employer needs.
• Partner with cross-functional teams (marketing, compliance, produce development) to implement research-driven initiatives.
• Present research findings to executive leadership and stakeholders, influencing key business decisions.
• Contribute to thought leadership by providing data and insights aligned with growth strategy.
• Stay ahead of legislative changes affecting pension plans and retirement benefits.
• Identify and mitigate potential risks through proactive analysis and recommendations.
• Build and lead a team of talented data analysts and researchers.
• Mentor team members to deliver high-quality, impactful research and foster a collaborative environment.
• Conduct studies on participant behaviour and preferences to enhance client engagement.
• Support the development of customized solutions tailored to specific client demographics.

Step into CAAT - where your work is both rewarding and meaningful, growth is a constant, fun is the way we roll, and your impact is real! If you meet most of the criteria above, we would love to connect with you. Our commitment to you as a CAATster: We’re about growing together and creating impact in a collaborative and caring environment!

• Comprehensive & Holistic Care: Your dedication deserves appreciation! At CAAT, we celebrate the complete you, prioritizing your well-being above all. Our all-encompassing employee programs are designed to cater to every aspect of your life and well-being, ensuring you feel cherished and valued. We provide a competitive Total Rewards program based around your physical, mental, and financial wellness. This includes, but is not limited to, your compensation, paid time off, health and dental benefits, wellness programs, wellness incentives, and (of course) a defined benefit pension plan.
• Growth Opportunities: Embrace a vibrant, ever-evolving environment at CAAT, where growth is not just a goal, but our way of life! We're expanding and transforming constantly, which means endless opportunities for you to adapt, innovate, and learn. As we grow, so do you. Let’s make a difference together!
• A Culture of Collaboration and Fun : We're a team that works, grows, and celebrates together. At CAAT, you belong to a collaborative, inclusive and lively environment that sparks creativity and fosters open communication.
• Making a Difference, Together: We're on a mission to secure a better future for Canadians. Your meaningful contributions go beyond the workplace, touching lives and making a significant societal impact. Work that truly counts!

But don't just take our word for it! We’ve consistently been recognized as one of Canada's Most Admired Corporate Cultures , as one of Greater Toronto's Top Employers , and one of the Best Places to Work . Learn more about us by visiting Diversity, Equity, Inclusion, and Belonging: Diversity, Equity, Inclusion, and Belonging (DEIB) at CAAT means we respect and value the broadest range of experiences, geographies, gender, ethnicities, backgrounds, and perspectives as key elements of our culture. Our vision is to provide an environment where employees can bring their best, professional, authentic, selves to work. CAAT Pension Plan is an equal opportunity employer, and we will accommodate any needs under the Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code. Hiring processes will be modified to remove barriers to accommodate those with disabilities, if requested. Should any applicant require accommodation through the application processes, please contact us at hr@caatpension.ca or call Human Resources at 416-673-9000 for assistance.