Sun Life

Strategy

• Lead and manage a portfolio of business and risk initiatives from definition to delivery in collaboration with various organizational partners throughout an initiative’s lifecycle
• Translate ambiguous business issues into clearly defined and scoped problem statements
• Employ a variety of research, analysis, and collaborative problem-solving approaches to identify, define, and align on creative solutions to problems
• Support the translation of business recommendations into detailed business and technical requirements and plans for delivery and implementation
• Perform Business Process Reviews to identify risks and potential failure points, and recommend/implement risk mitigation and control solutions
• Coordinate and guide projects as a key stakeholder during build and launch phases
• Effectively monitor results of launched initiatives, identify and implement corrective actions where required, and generate learnings from initiative closure
• Proactively identify issues and areas for transformation aligned to strategic objectives
• Remain informed on industry trends and regulatory guidance impacting the business
• Provide support and backup to day-to-day accountabilities of the team, including in relation to organizational policy exceptions and adherence to key organizational policies

Senior Consultant, Dealer Strategic Initiatives

Account Manager

• Leads the strategy, development, and ongoing management of enterprise relationships with Academic Health Systems, Centers of Excellence, and nationally recognized providers
• Owns national strategy for Academic Health System, Centers of Excellence, and nationally recognized specialty provider partnerships
• Builds executive-level relationships with health system and clinical leaders
• Ensures optimized access to high-value providers nationwide
• Serves as the single point of accountability for provider partnership strategy, development, and performance
• Develops metrics demonstrating access, quality, and enterprise value
• Negotiate partnership frameworks for non-financial preferred relationships
• Provides mentorship, coaching, and performance management to build high-performing talent

Director, Health System and Provider Partnerships

Administrative Assistant

• Support CCO and team leaders in the execution of their work
• Provide accurate, organized, and efficient administrative support; collect data, track data, research information, manage calendars, create files, and maintain files etc.
• Organize business travel and accommodation for the CCO and leaders
• Coordinate the preparation of comprehensive quarterly reports by pulling data from the automated GRC tool (Archer), organizing the information, following up with team members to gather required input, interact with counterparts at the enterprise Sun Life Compliance reporting team, and ensuring all deliverables meet deadlines
• Monitor email and incoming action items throughout the day, filter and direct items to the appropriate areas as required
• Serve as the designated Purchase coordinator for the team.
• Ensure accurate expense administration and payments
• Schedule and coordinate meetings and support or lead in planning team events or conferences including booking rooms, tracking future agenda items, setting agendas, coordinating locations, catering, setting up technology services, and arranging needs for guests as required
• Support leadership team readiness for reviews of Key Performance Indicator (KPI) and Business Planning monitoring
• Prepare agendas, presentations, communications, and other reports as required
• Support the team by continuously developing knowledge in own area and identifying efficiencies
• Cross Train to support other processes within the Compliance function as assigned
• Manage shared drives and Compliance SharePoint sites
• Build effective relationships within the Compliance team and within the community of Sun Life Administrative Assistants

Executive Administrative Assistant

Director

• lead an organization focused on enhancing our Stop Loss Claims capabilities and improving the support we provide to our distribution partners
• establish the Stop Loss Claims organization’s strategic direction and execute our strategy with the client at the center
• regularly interact with senior leadership, business stakeholders, and clients to influence business solutions and strategy
• identify best practices and lead organizational change initiatives
• promote superior customer service to our internal and external partners
• support new claim system development and implementation for Stop Loss
• create and foster a team environment that encourages innovation and continuous improvement
• lead complex and strategic initiatives, managing projects in both traditional and agile approaches
• stabilize business processes and produce streamlined documentation
• create an efficient training and development program
• proactively identify opportunities for enhancements to improve client experience
• effectively manage a Data Analysis & Innovation team to provide quality reports and promote analysis

Director – Stop Loss Claims Strategy and Innovation

• Lead an organization focused on enhancing Stop Loss Claims capabilities
• Improve the support we provide to distribution partners
• Establish the Stop Loss Claims organization’s strategic direction
• Regularly interact with senior leadership and business stakeholders
• Identify best practices and lead organizational change initiatives
• Promote superior customer service to internal and external partners
• Support new claim system development and implementation for Stop Loss
• Create and foster a team environment that encourages innovation and continuous improvement
• Lead complex and strategic initiatives with traditional and agile approaches
• Translate strategies into actionable project plans and oversee their execution
• Stabilize business processes and produce streamlined documentation
• Create an efficient training and development program for staff
• Proactively identify opportunities for enhancements to processes and reporting systems

Director, Stop Loss Claims Strategy – Innovation

• Lead the implementation of Sun Life’s Value Realization Framework across all Canadian business units and functions
• Define and implement value measurement and attribution best practices across the initiatives’ lifecycle
• Help business units align their objectives and key results to the enterprise VRF
• Work with initiative owners to tie initiative level results to strategic objectives
• Define and enforce value estimate and tracking roles across initiative participants
• Build accurate reporting of benefits tracking across the organization
• Optimize benefits tracking process for accuracy
• Lead preparation of materials for the Global Value Realization Review

Director, Value Realization Office

IT Support

• Manage and execute strategies to achieve and maintain SOC2 and ISO Certifications
• Build robust, sustainable processes for new compliance initiatives
• Optimize existing SOC2/ISO frameworks
• Conduct thorough assessments of control evidence adequacy and effectiveness
• Serve as the primary liaison between external auditors and Sun Life
• Collaborate with IT, project teams, and subject matter experts to create detailed workplans
• Proactively identify, assess, and manage risks and issues
• Lead gap remediation efforts based on audit outcomes

Audit Manager, Operational Risk

Financial Planning and Analysis

• Oversee the consolidation of DBTS financials
• Actively manage expense and recovery positions for each DBTS area and product/service
• Perform ad-hoc analysis based on leadership requests
• Prepare presentations for DBTS and Finance leadership
• Lead Executive and Board Reporting for global technology expenses
• Coach and mentor employees

Director, Finance – Digital Business & Technology Solutions

• Develop and support the implementation of tactical and strategic investment decisions for the asset portfolios backing liabilities in the Group Benefits and GRS business units within the Canada business group
• Work with all existing and new asset classes that comprise the investment portfolio, including public bonds, private fixed income, commercial mortgages, real estate, and other alternative asset classes
• Provide investment expertise and educate the business units on unique investment opportunities
• Monitor tactical trading opportunities (primarily interest rate and credit) and facilitate execution with the SLC front office teams
• Lead portfolio optimization efforts in investment strategy reviews
• Support the strategic direction and own the day-to-day management of various risks including interest rate risk, credit risk, currency risk, liquidity and collateral risk in the Group portfolios
• Prepare and present investment overviews, commentaries and opportunities to internal and external partners
• Partner with SLC teams and Client ALM partners to develop innovative solutions for products.

Director, Portfolio Management – Group Businesses

• Lead the consolidation of the DBTS financial management cycles
• Ensure the quality, timeliness, and accuracy of financial data
• Prepare expense and recovery presentations for DBTS and Finance leadership
• Lead Executive and Board Reporting, including consolidation and reporting of global technology expenses
• Facilitate the annual SR&ED tax credit filing
• Responsible for coaching and mentoring employees
• Provide thought leadership for the overall DBTS team

Human Resources

• As a strategic HR leader, you’ll play a pivotal role in enabling our technology strategy and helping our Clients achieve lifetime financial security and live healthier lives, powered by modern, scalable and secure digital solutions.
• Reporting to the VP, Human Resources, the AVP, HRBP is a key member of a global team HR leadership team supporting Digital Business and Technology Solutions (DBTS).
• In this role, you’ll partner closely with senior leaders across Canada Digital and Client Technology Solutions (DCTS) and Global Enterprise Architecture (EA), working across Canada, the United States, India, and the Philippines.
• You will support a diverse and highly technical portfolio of approximately 1,100 employees, operating in a complex, matrixed and rapidly evolving environment.
• This role includes direct leadership of a Director, HRBP, with accountability for setting direction, coaching and ensuring consistent, high-impact HR partnership across the portfolio.
• This is a unique opportunity to be at the forefront of Sun Life's digital evolution, aligning human capital strategy with enterprise technology priorities, influencing decisions that shape how we scale, innovate, and deliver for our Clients.
• You will operate as a trusted advisor to senior technology leaders, with meaningful exposure to enterprise strategy, and lead ambitious talent and culture initiatives in a fast-paced change-driven environment.

AVP, HR Business Partner

Consultant

• Assess disputed disability claims in accordance with our claims practices and procedures within the services standards set for the organization
• Demonstrate an excellent knowledge of group disability insurance and claims management strategies
• Take action on all appeals where information gaps are identified throughout the appeal review by obtaining any relevant outstanding information and/or requesting appropriate third party assessments
• Provide support to Disability Case Managers on optimal claims decisions, ensuring that all components including the contract, medical, functional and vocational components are considered as part of the overall assessment of the claim decision
• Work with Team Managers to identify and close any gaps on case management and decision deficiencies that surface through coaching
• Understand key components to claims decisions, including a focus on the need to evaluate and weigh the totality of information and the impact decisions have on clients
• Communicate with clients with respect and empathy throughout the appeal process and tactfully deliver final appeal decisions in a sensitive manner
• Report on emerging trends so that they can be addressed and where suitable, learnings can be leveraged nationally
• Contribute to a dynamic work environment by identifying opportunities to continuously improve processes to better meet our service excellence, quality and financial commitments to our clients

Disability Claims Consultant

Manager

• Assess and manage disability claims (short-term, long-term, and salary continuance) with a focus on timely and fair resolution.
• Lead recovery planning by identifying medical and non-medical factors, functional capabilities, and return-to-work readiness.
• Apply crisis intervention and rehabilitation techniques to support clients through challenging health transitions.
• Use data and analytics to inform decisions and identify trends in recovery and return-to-work outcomes.
• Build strong, trust-based relationships with clients, employers, and healthcare providers.
• Communicate with empathy and clarity, guiding clients through their absence and return-to-work journey.

Disability Case Manager

Product Manager

• Define and communicate product vision that aligns with team strategy
• Partner with business leaders to establish product business value
• Translate user needs into clear user stories and acceptance criteria
• Drive the complete lifecycle from vision to execution

Product Owner, GRS Member Journey

Data Analyst

• Responsible for data analysis, data mapping, data modeling, governance and testing of various data sources and platforms.
• Collaborate with other data analysts, engineers, and business stakeholders to create derived consumable data products.
• Perform data mapping and data modeling activities to ensure data quality and integrity across different data sources and platforms.
• When establishing new data products, define, develop and implement the component defined within the data certification process.
• Enhance and support governance policies and procedures by ensuring data attributes are clearly defined and data security, privacy, and compliance requirements are met.
• Support Data Owners/Steward in resolving technical data-related issues using specialized skills and tools.
• Conduct data/process testing and validation to identify and resolve issues and anomalies.
• Analyze and interpret data using various tools and techniques to generate insights and recommendations for business stakeholders.
• Define and clearly articulate problem statements while communicating and presenting data insights/recommendations to various audiences, both technical and non-technical.
• Manage discussions, negotiations and conflicts through resolution, using communication strategies that align with various audience styles and cultures.
• Provide insights and input into data product strategies.

Senior Consultant, Dealer Strategic Initiatives

Director, Health System and Provider Partnerships

Executive Administrative Assistant

Director – Stop Loss Claims Strategy and Innovation

Director, Stop Loss Claims Strategy – Innovation

Director, Value Realization Office

Audit Manager, Operational Risk

Director, Finance – Digital Business & Technology Solutions

Director, Portfolio Management – Group Businesses

Director, Finance – Digital Business & Technology Solutions

AVP, HR Business Partner

Disability Claims Consultant

Disability Case Manager

Product Owner, GRS Member Journey

Associate Director, Investments Data Analyst