Job Description

You are as unique as your background, experience and point of view. Here, you\xe2\x80\x99ll be encouraged, empowered and challenged to be your best self. You\'ll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you\'ll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.:Reporting to the Vice-President, Dealer, the incumbent is accountable for a portfolio of digital initiatives that aligns with both the Dealer and the SLFD distribution strategic priorities and will act as the Dealer lead for the implementation of Digital Enterprise transformation. This role will strategize and lead the major transformation for the Dealer business over the next few years as Retail Advice & Solutions further defines the Wealth strategy and will have a significant impact on how the Dealer business operates. Dealer requires a senior leader to strategize, implement and operate as a thought leader on DE principles, leveraging their experience leading digital transformation initiatives with a strong knowledge of digital technical tools, practices and trends in the financial services industry. The incumbent will have an in-depth understanding of operations in the Wealth Management (MFDA & IIROC) industry, including applicable regulatory regimes and industry challenges, and upcoming trends.This role will be key to the long-term success of the dealer and will require strong judgement, influencing skills, and ability to change and innovate as the business transforms.What will you do?Strategy, Process and Program ManagementResponsible for developing and executing a technology/digital roadmap for dealer, ensuring sustained delivery of outcomes, and enabling enhanced capabilities to support our wealth businessWill be accountable for developing innovation plans, assembling cross functional resourcing, engaging with external vendors as necessary, managing communications and change management plans, building complex project plans and executingEstablish project/program governance and structure with roles and responsibilities that are clearly defined,Proactively monitor progress against the innovation strategy, managing risks, and adjusting approach as appropriate.Develop and maintain an integrated, cross-functional plan and roadmap to effectively and efficiently achieve the strategic goals in alignment with a changing SRO environment and their impact on strategic deliverables.Accountable for sustained delivery of key initiatives supported by effective processes that meet the published quality and service standards of the Operation.Responsible for overseeing multiple streams of work, including, supporting team members in the design and implementation phases including confirmation of deliverables, resource needs, prioritization and work plans.Accountable for sustained delivery within budget; ensuring the processes and quality meets service standards in a cost effective mannerDigital TransformationLead the Dealer Digital Enterprise transformation, including accountability for planning change activities in support of the broader program and aligned to the Dealer and SLFD business strategy. A key objective of this role will be buy-in from team members aligning to new DE Ways of Working.Partner with key stakeholders to develop a broad transformation plan for Dealer, including managing of agile teams, reinforcing agile practices, leading the creation and reporting on Objective and Key Results (OKRs) and aligned to the overall DE Canada strategy.Represent Dealer in various Digital Enterprise forums \xe2\x80\x93 both SLFD business and broadly within DE Canada.Partner closely with technology leaders on the evolution of digital tools in support of DealerWork with Dealer leadership team to ensure alignment with business strategy; collaborating closely with DE transformation leads across SLFD as the operating model evolves.Data, Reporting and Analytics

• Proactively monitor progress against the strategy, managing risks, and adjusting approach as appropriate.

• Develop systems and analytics reporting framework to clearly measure identified outcomes and track overall success of the execution of transformation strategy.

Leadership and CollaborationCreate and maintain an organization of diverse, talented, capable and highly engaged employees empowered to deliver exceptional service to advisors and clients, ensuring that their team is equipped to achieve required business outcomes.Foster a work environment that values people and encourages participation, learning, accountability and client empowerment aligned with the Sun Life client strategy.Demonstrated ability to manage a project team in delivery requirements, process design, development and testing, and implementation through the project life-cycleThe incumbent will work in a collaborative fashion, communicating effectively with key internal and external business partners.Prioritization of work across multiple stakeholders (SLFISI, Internal* and External business partners, advisors and vendors) requiring them to manage and influence competing interests ensuring SLFISI strategy is executed on time and on budget.What do you need to succeed?University Degree or equivalent experienceMinimum of 10 years of progressive experience at a financial institution or investment organization with a focus on on MFDA & IIROC distribution.Experience in digital technologies and successful launches of digital solutionsBroad and deep knowledge and experience in investment and asset management operationsDemonstrated ability to lead transformation change initiatives, including adopting new ways of working, influencing teams to adopt new practices and measuring outcomes, digital technical tools and driving improvements for the businessDemonstrate knowledge of technology and ability to learn about new technology and digital productsExperience leading project teams in delivery requirements, process design, development and testing, and implementation through the project life-cycleDemonstrated continuous process improvement capabilityProven ability to partner with technology and other key stakeholder groups to implement complex systems/solutionsStrong problem solving and analytical skills and ability to understand broader impact of issues and risksDemonstrated ability to lead and impact and influence large senior teamsAbility to organize and synthesize data to evaluate problemsComfortable working in an ambiguous and complex environmentDemonstrated interpersonal skills and ability to influence othersDemonstrated ability to manage and lead cross-function projectsAbility to identify, surface and drive resolution to issues, risks or unforeseen constraints to ensure effective execution of the program initiativesPassion to improve the financial advisory experience for CanadiansCurious, inclusive team-playerAs this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.What\'s in it for you?Working together, sharing common values, and encouraging growth & achievementFlexible Benefits from the day you join to meet the needs of you and your family.We\xe2\x80\x99re proud to be recognized as a company with a 2023 Most Trusted Executive team by Great Place to Work\xc2\xae CanadaJoin one of our many Inclusion Networks. These voluntary, employee-led groups are dedicated to creating connection, fostering inclusivity, and building community.Charitable giving through our You Give, We Give program lets you give back to your community \xe2\x80\x93 and in many cases, we\xe2\x80\x99ll match your contributions.#LI-HybridThe Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to .At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.Salary Range: 130,000/130 000 - 215,000/215 000Job Category: Sales - Distribution SupportPosting End Date: 11/08/2024

Sun Life Financial