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 Strategic Engagement Partner to help execute CAAT’s growth strategy to serve 400,000 members by 2040. Reporting to the Director, Pension Solutions, this position is responsible for developing strategic relationships, enhancing CAAT’s presence across sectors, and driving business growth of CAAT’s modern defined benefit pension plan. This role will also focus on supporting project management activities for the Pension Solutions Team. The incumbent will coordinate cross-functional initiatives, ensure deliverables and timelines are achieved, and represent the Growth Team’s needs through planning and execution. As the Newest Member of our Team, You’ll: Support CAAT’s growth strategy by identifying, qualifying and cultivating new opportunities. Build and maintain trusted relationships with employer representatives, industry partners, and decision-makers. Partner with the Decision Support and Onboarding teams to ensure a smooth experience for employers transitioning to the plan. Represent and champion CAAT at industry events and conferences, promoting the organization’s value proposition and purpose. Use Salesforce CRM to document, manage, monitor leads, and pipeline activity, ensuring accurate data and timely follow-up. Collaborate with Marketing, Research, and Data teams to develop outreach campaigns and materials that enhance visibility and employer awareness. Coordinate and monitor projects that support the Growth Team’s objectives and collaborate cross-functionally to ensure successful execution. Maintain project documentation, monitor progress, and prepare updates, dashboards, and summaries for the Director and broader team. To Succeed, You Bring: 7-10 years of experience in business development, client relationship management, or similar. Post-secondary education in business administration, finance, project management, or similar. Experience within the pension or financial industry. Exposure to jointly sponsored or multi-employer pension plans is considered an asset. Demonstrated experience coordinating and supporting complex, multi-stakeholder projects, with strong organizational and time management skills. Strategic business development and growth mindset, with the demonstrated ability to identify opportunities and support initiatives that expand CAAT’S reach and impact. Proven ability to communicate and build trust and credibility with stakeholders at various levels. Experience with CRM solutions (Salesforce experience preferred), and the Microsoft 365 suite. The ability to travel periodically within Ontario and occasionally across Canada. Flexibility for occasional evening or weekend work. 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 feeds and prioritizes your physical, mental, and financial wellness. From flexible work arrangements, comprehensive benefits to wellness incentives, and a defined benefit pension plan – we have you covered. A Place to Collaborate and Win: We’ve built a lively environment where creativity and open communication thrive. It’s why we’re consistently recognized as one of ‘Canada’s Most Admired Corporate Cultures’, one of ‘Greater Toronto’s Top Employers’, and one of the ‘Best Places to Work’. Work that Truly Matters. You’re giving Canadians the opportunity for better retirement security, and organizations the chance to do more. If you believe that Canadians deserve a future where a secure lifetime retirement income contributes to their financial and overall well-being, then CAAT could be the right fit for you. Start your journey with us today. Apply now. Learn more about us by visiting www.caatpension.ca/careers Diversity, Equity, Inclusion, and Belonging (DEIB): 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. At CAAT, we live our values of integrity, impact, and teamwork every day. We cultivate a culture of collaboration and fun, through an inclusive and energetic environment where CAATsters can work, learn, and grow together. We prioritize comprehensive and holistic care for our employees, designed to cater to every aspect of your life and wellbeing. Through our Total Rewards program, we prioritize your physical, mental, and financial wellness. This includes compensation, paid time off, health and dental benefits, wellness incentives, and a defined benefit pension plan. At CAAT, we embrace growth as a way of life where opportunities for adaptation, innovation, and learning prosper in our dynamic and evolving environment. As we expand and transform, so do you. Together, we're on a mission to secure a better financial future for Canadians.
