Sun Life

Vice President

• Own the Advisor Effectiveness Strategy, monitoring competitive environments and developing strategic responses
• Lead the development and execution of Sun Life’s key training program to drive advisor growth and productivity across all segments
• Lead the progression and execution of Sun Life’s Advisor Business Organizations Team (ABOS) to expand advisor teaming and business growth
• Partner with Business Growth teams to oversee advisor programs that drive growth and productivity
• Build and maintain strong partnerships with key stakeholders across Distribution and broader Sun Life for cross BU work
• Develop strong relationships across Sun Life Canada to support the growth of Group, GRS and Wealth within SLFD.
• Partners with field leaders and selected advisors to enable and grow the developing advisor segment
• Facilitate and coordinate Sales Force Advisory Council meetings
• Manage council relationships and election processes
• Lead and develop a team of 20 professionals (direct and indirect reports)
• Ensure consistent performance management, coaching, and mentoring practices.

AVP, Advisor Effectiveness

Ecommerce

• Collaborate with One Sun Financial Planning program stakeholders to ensure digital products align with the program’s strategy and requirements
• Integrate your team’s delivery into the broader program delivery schedule, identify interdependencies inside and outside of the program and set a clear path forward for the team on an ongoing basis.
• Setting an ambitious and clear vision for each feature that aligns to the overall journey vision and communicate that vision effectively to stakeholders, your team, and the organization
• Work closely with business leaders to establish each feature’s business value, and support messaging communication and customer outreach as necessary
• Prioritize and manage items in the back-log that allow you to maintain a back-log that is continuously one quarter ahead of the team
• Use market and industry knowledge to translate user needs into user stories and acceptance criteria for the team
• Determine end-to-end team output strategy from inception to production
• Be accountable for product specific OKRs and communicate progress to stakeholders
• Stay at leading edge of existing market solutions/components being able to identify how they can transform our experiences.
• Be an advocate for simplicity of design and development, to deliver to market as effectively and efficiently as possible.
• Oversee all required changes to the platform, including regular operational updates and maintenance, by implementing timelines, tracking, and closely overseeing risks and dependencies.
• Support regular governance reviews of the platform and vendor relationship, including completing intakes and attending enterprise governance touchpoints with stakeholders
• Monitor already launched digital assets and determine how to optimize their performance, by developing a framework to measure impact of improvements.
• Identify experimentation opportunities and propose test and learns.

Product Owner – Financial Planning Digital Experience

Compliance

• Reporting to the Director, Canada Compliance Programs and Governance, the Senior Manager, Compliance Intelligence and Analytics is responsible for supporting Canadian Compliance with a variety of technology, reporting and analytics initiatives.
• Leading the advancement of digital strategy within the function.
• Reviewing large quantities of data, developing enhanced reporting, automation of various processes and performing various investigative and analytical tasks.
• Lead modernization initiatives for Compliance reporting and Regulatory Compliance Management (RCM) program governance, including development of automated reporting infrastructure, dashboards and KPIs.
• Undertake special projects that relate to Compliance, Analytics and Technology.
• Help inform technology solutions and Archer enhancements to facilitate long-term data and analytics strategy and drive better program insights.
• Build data models in Excel and/or other tools to support business needs.
• Work closely with regional program (i.e. Conduct, Privacy, Financial Crimes) and Business Unit Compliance teams to produce specialized reports and data extracts, improve metrics, and facilitate monitoring activities.
• Serves as centre of excellence and knowledge within Canada Compliance for digital innovation and analytics, including developing and leading training and education campaigns as appropriate.
• Design, develop and implement business ad-hoc requests and analytical solutions using software such as Excel, SAS/SQL and Tableau.
• Maintains historical data and reports and ensures the accuracy of the information.
• Produce technical and user documentation to support created tools and dashboards.

Senior Manager, Compliance Intelligence and Analytics

Marketing Operations

• Governance of External Material Reviews
• Monitor daily activities to ensure seamless operations and a hassle-free experience.
• Regularly audit final materials to ensure all expert-requested changes were made.
• Coordinate with stakeholders and subject matter experts for efficient material review and approval.
• Deliver ad hoc training and guidance to employees on the review process and best practices.
• Develop and refine procedures, guides and resources for material review process.
• Provide quarterly reports on the review process and KPIs, with recommendations for optimizations.

Brand Governance, Marketing Operations Specialist

Financial Planning and Analysis

• Lead Finance Analytics and Data Governance, driving business intelligence excellence.
• Oversee the delivery of solutions leveraging modern business intelligence and advanced data analysis tools.
• Work closely with Finance and Technology stakeholders to define and execute the Finance Data strategy.
• Champion best practices and incubate advanced analytics capabilities such as predictive modeling, scenario analysis, and visualization of complex data sets.
• Build strong partnerships with analytics and data governance practitioners across Sun Life.

AVP, Finance Analytics, Data Governance

Full-stack Engineer

• Work as a technical lead on projects.
• Review data management plans, establish and manage the technical environment.
• Collaborate with Process Architect to understand/identify reuse opportunities.
• Assist developers by providing guidance and advice on technical issues and reviewing their work.
• Contribute to defining timelines and project plans; analyze and estimate feasibility, cost, time and scope.
• Work with the Product Owner to create the Definition of Done (DOD).
• Produce both high-level and detailed-level designs and implement Pega solutions based on business requirements.

Lead Software Engineer

Operations

• Preparing and processing accrual reporting requirements for submission to Finance on a monthly basis
• Preparing monthly results reporting for submission to Finance during the month-end close cycle
• Receive data files from Finance, premiums and claims systems to prepare and submit settlement report to reinsurers
• Perform reasonableness checks on period-to-period movement
• Identify and document reasons for larger fluctuations
• Ensure premium and claim amounts are accurate and reasonable month to month and quarter to quarter
• Coordinate and ensure payments to and collections from Reinsurers are made in a timely manner
• Track, research and resolve inquiries made by Reinsurers
• Participate in the implementation of new reinsurance treaties and treaty amendments as needed

Reinsurance Operations Analyst

Engineer

• Lead the engineering team in a technical role
• Develop and implement engineering solutions
• Manage technical projects from conception to completion
• Oversee the design, development, and implementation of engineering solutions
• Provide technical expertise and guidance to the engineering team
• Coordinate with other departments to ensure successful project completion
• Monitor and assess performance of the engineering team
• Research and recommend new technologies and processes

Senior Desktop Engineer

• Support Sun Life's excess reinsurance treaties
• Assist with reporting responsibilities
• Preparing and processing accrual reporting requirements for submission to Finance on a monthly basis
• Preparing monthly results reporting for submission to Finance during the month-end close cycle
• Ensure premium and claim amounts are accurate month to month and quarter to quarter
• Coordinate and ensure payments to and collections from Reinsurers are made in a timely manner
• Act as communications liaison between Reinsurers and Sun Life
• Participate in the implementation of new reinsurance treaties and treaty amendments

Recruitment

• Reporting to the SVP, Distribution & Channel Management within Sun Life’s Retail Advice & Solutions business
• Accountable for the end-to-end advisor and associate advisor recruitment strategy
• Development and execution of SLFD Sales Power (advisor recruitment and retention) Strategy
• Develop and implement various recruitment initiatives and corresponding tactics to attract new-to-industry and experienced advisors
• Partner with key business stakeholders to develop appropriate assessment processes and platforms
• Collaborate with Regional leaders to gather feedback, identify strengths and opportunities to improve the recruitment process
• Lead and develop a diverse team of Directors who manage recruiting operations and marketing support teams

AVP, Advisor Recruitment and Retention Strategy

Actuary

• Lead the strategy and support recruitment efforts for Sun Life’s Actuarial student co-op and new grad programs
• Develop talent pipelines and engage and recruit exceptional talent in our Actuarial Campus program
• Act as a strategic advisor and program manager to the business to help define and evolve the Early Careers Actuarial strategy
• Lead the full recruitment cycle including job posting, resume screening, interviewing, conducting debriefs and extending offers
• Provides market intelligence and insights to develop sourcing and recruitment strategies to attract and retain top talent
• Create, measure, and report on ROI, KPI’s, and DEI initiatives to measure success of the recruitment process and campus initiatives
• Lead a team of Early Careers Talent Acquisition Consultants, conduct regular 1:1 meetings and attend Early Careers leadership meetings
• Build and nurture relationships with our key stakeholders and help identify opportunities for the Actuarial student programs
• Develop and execute social media strategy to support early careers recruitment
• Manage onboarding experience and performance management for Actuarial student programs

Manager, Talent Acquisition – Early Careers, Actuarial Portfolio

Artificial Intelligence

• Work closely with the Enterprise Architect to design and implement solutions that align with the platform capabilities roadmap
• Research and pilot the latest GenAI technologies and practices
• Champion a culture of continuous improvement, motivating change and fostering innovation within the team
• Create and maintain technical design artifacts that describe application functionality, solution designs, data models, interfaces, and integrations
• Use and enhance our DevOps practices and tools to enforce software guardrails, increase automation, and help engineers build code faster, at a lower cost, and lower risk
• Stay current with industry advancements in cloud technologies, AWS services, and AI/ML
• Provide post-production support for deployed applications, including troubleshooting, performance optimization, and continuous improvement

Specialist – Gen AI Development

Director

• 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

Director, Business Portfolio Management

• Provides direct support of compliance controls within the Financial Crimes Program and the Privacy Program
• Maintains required documentation in support of control performance, including as relates to escalation, review, and challenge
• Conducts routine transactional activities and administration of Compliance Programs (e.g., AML alert monitoring, privacy incident review, privacy impact assessments, etc.)
• Participates, under supervision, in annual compliance risk assessments and monitoring and testing of existing procedures and controls
• Maintains familiarity with company risk management policies and procedures
• Participates in compliance projects as needed
• Encourage, promote and enhance a culture that supports the Code of Conduct, encourages ethical behavior and a commitment to compliance with applicable laws and regulations

Compliance Analyst

Auditor

• Prepares for meetings with clients for the purpose of audit planning, fieldwork and reporting, including presenting audit findings and recommendations, and documenting the results of these meetings.
• Works under the guidance of Audit Manager/Senior Audit Manager to develop business understanding, business objectives, risks, performance metrics, key controls, and testing strategies for each audit engagement assigned.
• Supports audit team monitoring of audit project progress and status.
• Prepares identified issues to ensure they are clearly understood, documented, and that the process owner/unit management provides corrective actions.
• Assists with the preparation of internal audit reports of findings and recommendations for delivery to management.
• Identifies opportunities to build, leverage and execute data analytics within audit.
• Designs and implements data analytics.
• Monitors audit findings to ensure effective resolution and perform testing to ensure findings have been properly remediated.
• Contributes to preparation of internal audit management reports.
• Actively builds and manages relationships with business partners.

AVP, Advisor Effectiveness

Product Owner – Financial Planning Digital Experience

Senior Manager, Compliance Intelligence and Analytics

Brand Governance, Marketing Operations Specialist

AVP, Finance Analytics, Data Governance

Lead Software Engineer

Reinsurance Operations Analyst

Senior Desktop Engineer

Reinsurance Operations Analyst

AVP, Advisor Recruitment and Retention Strategy

Manager, Talent Acquisition – Early Careers, Actuarial Portfolio

Specialist – Gen AI Development

Director, Business Portfolio Management

Compliance Analyst

Senior Auditor