Sun Life

Director

• Lead enterprise-wide payor relations strategy, including contract negotiations, fee schedule negotiations, renewals, amendments, and dispute resolution
• Negotiate reimbursement rates and fee schedules for PPO, Medicaid, and capitation plans to support organizational financial goals
• Build and maintain strong working relationships with commercial and government payors
• Serve as the primary escalation point for complex payor issues impacting reimbursement, access, or compliance
• Partner with RCM leadership to assess financial and operational impact of payor contracts and policy changes
• Collaborate with Operations and Clinical leadership to support expansion, onboarding, and market entry initiatives
• Oversee provider credentialing and enrollment processes across all markets and payors
• Lead implementation, optimization, and ongoing management of credentialing software platforms
• Monitor key performance indicators related to credentialing timelines, payor responsiveness, fee performance, and revenue impact

Associate Director, RCM Payor Relations

Actuary

• Provide leadership to a group of approx. 15 professional auditors, with a focus on support, performance, engagement and talent development.
• Collaborate across Internal Audit teams to align key areas of risk and coordinate audit approaches, ensuring consistency, efficiency and broader risk coverage.
• Lead the risk assessment of processes in Actuarial and Corporate Functions.
• Develop, maintain and leverage relationships with key leaders including the first and second-line leaders.
• Support the continuous improvement of the audit team’s understanding of the business, along with risk assessment and auditing practices.
• Provide leadership in discussions of risk assessment and findings with the clients in the business.
• Participate in audits as required.
• Participate as internal controls subject matter expert in the “Real-Time” audit work on strategic projects chosen with a risk-based approach.
• Review and approve internal audit documentation, including but not limited to; engagement letters, risk assessments, working papers, and reports of findings and recommendations related to the processes and projects under review.
• Monitor open audit issues.
• Provide clear, comprehensive and timely reporting on control matters for senior management and the Audit Committee.
• Maintain knowledge and skills by staying current with developments in audit practice, regulatory expectations and the insurance industry.
• Deliver on the Department’s strategic initiatives and goals.

AVP, Internal Audit – Actuarial and Corporate Functions

Full-stack Engineer

• Ability to perform L1 / L2 support on incident and problems arising from the production environment
• The person will be exposed to a variety of assignments, responding to service requests, problem solving, maintaining stability, performing technical implementations
• Provide ongoing support for corporate applications, including on-call, problem analysis, resolution and escalation
• Perform regular maintenance activities required to keep the applications working at expected levels
• Working with the Subject Matter Experts and Business Analysts to provide the quick fix/permanent solution for the production issues
• Ability to provide solutions for system/batch support and/or improvements
• Follow the rotation plan for support
• Accountable for the maintenance, administration, and support of Salesforce application systems in production and non-production environment
• Provide recovery and troubleshooting support during incident, problems and triage calls
• Work with technical platform vendors to provide solutions, solve problems, maintain stability of the environment

Software Engineer – Salesforce Fusion

• Accountable for leading the input to and drafting of our external Earnings News Release, Management’s Discussion and Analysis, Supplementary Financial Information Package, and the Annual Information Form, on both a quarterly and annual basis
• Provide analytical insights about Sun Life’s results and develop compelling and clear messaging for external consumption, while simplifying complex technical topics
• Translate internal business drivers and messages into appropriate external disclosures taking into consideration the needs of external stakeholders including SEC, OSC, OSFI and IFRS requirements
• Support the leadership team and other stakeholders to proactively identify, understand, and explain key messages, trends, and variances
• Monitor and benchmark key trends, issues, and best practices for public disclosure across our peers in the Financial Services and Insurance industries to continually enhance our external communication
• Monitor to ensure compliance with regulatory requirements are being met (including those from IFRS, OSC continuous disclosure requirements and SEC)
• Ensure strong internal controls and processes are in place
• Lead special projects and strategic initiatives to improve business processes within the reporting cycle or enhancements to our key metrics and narrative
• Lead and develop a team of financial professionals with the goal of increasing talent and providing opportunities to grow and acquire additional skill sets

Director, External Reporting and Analysis

Learning and Development

• Coach, motivate and mentor team members to improve and grow.
• Find innovative ways to maintain and advocate for effective training approaches in all of our Foundational Training Programs through formal and informal feedback loops.
• Advance the process of calibration with Quality, Business Practice Improvement and Knowledge Management to drive timely and effective training improvements, interventions and value add training products/approaches.
• Monitor speed to proficiency on core Disability Operational performance metrics and ensure accuracy of curriculum against operational changes.
• Work with Regional Training Leads to source Subject Matter Experts (SMEs) to assist in training assessments or development.
• Continually research methods and techniques in workplace training and remain up-to-date on developments within the industry and competitors.
• Collaborate with people managers and executives to build capabilities within their respective lines of business by assessing needs and recommending solutions.
• Conduct regular meetings with senior management and other key stakeholders to provide progress updates on team achievements and deliverables.
• Ensure accuracy and effectiveness in all Team Curricula and associated learning objectives, to ensure sufficiently ramped Operations Employees.

Training Manager, Group Disability

Business Development Rep

• Source candidates for the Sun Life advisor role through community contacts and other sources of referrals, centres of influence.
• Support candidates and ensure a positive onboarding experience, which includes support with licensing studies, market identification, business planning, and joint client appointments.
• Train and onboard new advisors and actively oversee successful implementation of their onboarding plan.
• Conduct training in various areas such as product knowledge, sales process and through providing pre- and post-sales support.
• Develop advisor skills and capabilities through coaching in areas such as: prospecting, developing their holistic business practice, assessing opportunities for cross-selling, the sales cycle, business management, prospecting etc.
• Work with these advisors to meet their financial and strategic objectives (i.e., sales growth, productivity, client engagement, etc.).
• Partner with various head office Centre of Excellence teams to support advisors.
• Monitor and track advisor activities, analyze data to drive insights into business practices.
• Oversee required measures and activities to ensure compliant operations.
• Ensure assigned advisors are appropriately trained, licensed, registered, and following defined product suitability reviews to ensure compliance with regulatory and Sun Life obligations.
• Escalate Client complaints including assessment and advisor investigations.
• Ensure advisor conduct aligns to Advisor Agreement.
• Achieve key recruiting and production metrics.
• Foster a positive culture and relationship within the District through events, recognition programs and participation in meetings.
• Build community presence, for Sun Life and local advisors, through events, activities and sponsorships.

Business Development Partner

Manager

• Lead and manage the GRS Fees & Billing Team, comprised of both onshore and offshore team members, fostering effective collaboration and operational excellence across multiple locations.
• Ensure fees are accurately set up, collected from clients, and validated against client agreements and the new billing system.
• Validate new client fee setups, fee changes, and product changes are properly configured in the system, added to the invoicing tracker, and reconciled to client agreements.
• Oversee the preparation and timely delivery of accurate client invoices for fee payment.
• Conduct fee variance analysis to identify discrepancies, trends, and root causes of billing variances, and implement corrective actions as needed.
• Review the work of billing staff to ensure accuracy, completeness, and adherence to quality standards; provide feedback and support.
• Prepare and deliver management reporting on billing performance, fee collection status, system compliance, and fee variance trends to support informed decision-making.
• Provide support to internal teams to investigate and resolve disputes or inquiries concerning fees charged and invoices.
• Support regulatory, compliance, accounting, and audit requirements through accurate documentation and timely reporting.
• Ensure routine manual tasks are prepared, reviewed, and processed accurately with appropriate controls and documentation.
• Maintain and strengthen the control environment by identifying and reporting control deficiencies and supporting the implementation of new controls or process improvements.
• Provide ongoing training, mentoring, and coaching to develop staff capabilities and ensure consistent adherence to billing standards.
• Assist with ad hoc requests from internal teams and support ongoing projects that enhance billing operations and processes.

Manager, Fees and Billing

Insurance

• Review and follow up on outstanding claims
• Contact insurance companies, payers, and patients to resolve discrepancies
• Investigate claim denials and follow up with payers
• Oversee billing activities ensuring accurate submission of claims
• Identify, investigate, and resolve claim rejections
• Provide support and respond to inquiries regarding billing issues
• Manage follow-up on outstanding accounts receivable
• Accurately post payments and adjustments to accounts
• Identify and resolve credit balances on accounts
• Assist in identifying and implementing process improvements

Insurance AR and Posting Specialist – Dental Billing

Financial Planning and Analysis

• Be the driving force behind the Office of the CIO (OCIO) data transformation initiative
• Define data strategy, business requirements and roadmaps
• Ensure timely execution of OCIO objectives
• Act as a domain expert across investment data
• Partner with Investors, Engineers, and QA teams to translate investment needs into data requirements
• Communicate data insights and findings across the organization via presentations & documents
• Create re-usable data assets for the firm by acquiring, digesting, and analysing raw datasets

Director, Data Solutions

• Provide in depth technical and operational expertise of benefits technology platform
• Advise, guide, and support Sun Life’s EBRs & Client Managers to enable the sale of digital as a product
• Support the roll-out of new benefits technology programs and relationship
• Develop business relationships with technology centers & experts with our top national and regional brokers to communicate and align digital strategies
• Promote Sun Life's capabilities and positioning of our BenTech value proposition
• Maintain awareness of competitive issues, trends, and opportunities in the marketplace
• Identify training opportunities and provide input into the development of training programs
• Act as a liaison with all internal Sun Life’s departments (e.g., Product, Distribution, Underwriting, Customer Service Delivery, Marketing, & Training) to ensure end to end process success, provide subject matter expertise, and develop recommendations to improve integrated service models with third party benefits technology

Associate Director – Technology Solutions

IT Support

• Lead key Enterprise Architecture strategies that have global leverage and span across multiple markets, business units and platforms working closely with respective Enterprise Architecture peers, Business group CIOs, IT Platform Owners and Business Strategy groups to drive the vision of future architectures.
• Develop, document and communicate the overall Enterprise Architecture strategy, by partnering with peers across the Enterprise Architecture, Business group CIOs, IT Platform Owners and Business Strategy groups alike.
• Work closely with IT leaders and other Sun Life Business Units to obtain knowledge of their strategic direction.
• Act as a thought leader, provide guidance on industry best practices and architecture frameworks.
• Remain abreast of external trends in the digital space by participating in the start-up, FinTech and InsurTech communities.
• Support the Country CIOs, Technology executives, Enterprise Architecture leaders, and business partners to define and advance the Enterprise Architecture strategic ambitions.
• Provide input to strategic plans and plan development, understanding 2-3 year business requirements and strategies.
• Plan Enterprise Architecture Summits and Roadshows: Organize and lead summits, roadshows, and forums to showcase how architecture initiatives drive business value and outcomes, foster global collaboration, and engage stakeholders.
• Lead the planning and development of Enterprise Architecture metrics including objectives and key results (OKRs), and balanced scorecard that provide insights on the progress towards operational and transformational technology ambitions.
• Work closely with the Enterprise Architecture governance teams to drive towards EA excellence by maturing the EA practice and driving measurable efficiencies from the EA processes.
• Lead the evolution of Data and Analytical products (including but not limited to Enterprise Knowledge Graphs, Digital Twins of the Organization, and GenAI solutions) that improve EA design, documentation, governance, and maintenance processes.

AVP, Enterprise Architecture Strategy – Execution

• Provide in depth technical and operational expertise of benefits technology platform
• Advise, guide, and support Sun Life’s EBRs & Client Managers to enable the sale of digital as a product
• Support the roll-out of new benefits technology programs and relationship
• Develop business relationships with technology centers & experts with our top national and regional brokers to communicate and align digital strategies
• Promote Sun Life's capabilities and positioning of our BenTech value proposition
• Act as a liaison with all internal Sun Life’s departments to ensure end to end process success

Associate Director, Technology Solutions

Program Manager

• Own the end‑to‑end oversight of a portfolio of interdependent initiatives, ensuring work is prioritized, sequenced, and aligned to strategic objectives
• Lead initiative intake and prioritization, enabling effective trade‑off decisions
• Maintain an integrated portfolio view, including roadmaps, dependencies, risks, and key milestones
• Provide clear, executive‑ready visibility into portfolio health, delivery progress, and key decision points
• Own and maintain a consolidated change roadmap for initiatives impacting approximately 150 financial services consultants
• Coordinate change management strategies and communication approaches across teams to enable adoption and sustained outcomes
• Lead the coordinated planning and delivery of large, cross‑functional programs spanning multiple teams and workstreams
• Act as the primary connector across operations, technology, and business partners

Business Intelligence Analyst

• Assist in ensuring the timeliness, accuracy, and completeness of accounting transactions
• Process accounting for the Segregated Funds line of business
• Own month-end close activities and account reconciliations
• Prepare investment management fee statements and process payments
• Prepare quarterly trending analyses and reporting packages
• Provide audit support and assist with strategic initiatives

Intermediate Financial Reporting Analyst

Machine Learning Engineer

• Provide Principal-level technical leadership for the MLOps squad within the Analytics Platform, influencing architecture and standards across multiple teams
• Design, build, and evolve production-grade MLOps and ML platform capabilities, including model lifecycle management, CI/CD, evaluation, monitoring, and governance
• Spend ~ 60% hands-on in software engineering, building high-quality, testable, maintainable services, frameworks, APIs, and shared libraries that enable ML and GenAI at scale
• Spend ~ 40% on platform, cloud, and MLOps enablement, ensuring solutions are secure, scalable, observable, and cost-effective
• Act as a technical authority for AWS-based ML platforms, leading design decisions and guiding adoption of new cloud and GenAI services
• Establish and evolve engineering and MLOps standards, patterns, and best practices across squads
• Partner closely with Architecture, Security, Risk, and Product teams to reduce delivery, operational, and model governance risk
• Lead by example through code reviews, design reviews, incident analysis, and operational improvements
• Mentor senior and intermediate engineers, raising the overall technical bar without direct people management.