Sun Life

Director, Business Portfolio Management

Sun Life

full-time

Posted on:

Location Type: Hybrid

Location: Waterloo • Canada

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Salary

💰 CA$110,000 - CA$180,000 per year

Job Level

Lead

About the role

  • Drives Portfolio and BU level reporting on initiative health and block funding requirements/planning
  • Partners and collaborates with Leadership and Key Stakeholders to develop annual Key Initiative plan inputs and ongoing financial view
  • Partner with Business Leaders and Journey Platform owners to maintain and update portfolio roadmaps, prioritize deliverables and manage backlogs
  • Create and deliver stakeholder communications for ongoing priorities, including status updates, roadmap, dependencies, pressure points and key decisions requiring alignment
  • Lead and drive the intake and assessment of new ideas to the BPM funnel, guiding and supporting the Prep Group in analysis and decision making
  • Support the AVP, Business Portfolio Management with events and ceremonies (e.g. bi-weekly Portfolio and Platform reviews, Execution Group)
  • Leads a team of Portfolio Manager/Analysts responsible for Portfolio financial analysis and portfolio administration activities

Requirements

  • 3 to 5 years of portfolio management experience at the management level
  • Experience in digital and large company transformations
  • Experience in scaled agile environments with multi-layer operating models
  • History of process ownership, continual process improvement and lean process design
  • Portfolio level financial management and reporting
  • Enterprise initiative reporting
  • Experience in applying OKRs as drivers of work prioritization within a portfolio backlog
  • Experience in process design/evolution
  • Strong analytical, planning and organization skills, combined with strong business sense
  • Ability to lead and manage work streams and multiple projects concurrently
  • The ability to effectively influence people to all levels in a fast-moving environment
  • Able to build a sense of trust and rapport that creates a comfortable & effective workplace
  • Outcome-focused and result-driven
Benefits
  • Hybrid work environment
  • A friendly, collaborative, and inclusive culture
  • 20 vacation days per year
  • Flexible Benefits from the day you join to meet the needs of you and your family
  • Pension, stock and savings programs to help build and enhance your future financial security
  • The opportunity to move along a variety of career paths with amazing networking potential
  • Access to our Global Learning Centre, available 24/7 for your learning needs
  • Wellness programs that support the three pillars of your health – mental, physical and financial

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
portfolio managementfinancial managemententerprise initiative reportingprocess designlean process designscaled agileOKRsanalytical skillsplanning skillsorganizational skills
Soft skills
leadershipcommunicationinfluencingtrust buildingrapport buildingoutcome-focusedresult-drivencollaborationteam managementdecision making