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.

At Sun

Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world.

The Retail Wealth

Enablement, Operations department plays a pivotal role in our organization's strategic expansion into a new Investment Dealer. Our dedicated team, under the leadership of the AVP, Operations, Retail Wealth Enablement, is responsible for not only initiating and nurturing the wealth management segment but also ensuring operational excellence with a keen focus on first time-right process design. Our commitment to delivering high-quality wealth solutions, building strong relationships, and driving innovation within the department, all with a cost-conscious approach, is central to our mission of launching a market competitive Investment dealer.

The successful candidate will be responsible for a wide range of activities, from planning and development to the practical execution of wealth management solutions, including the following: Subject Matter Expertise: Act as a subject matter expert on enterprise-level initiatives related to wealth management and operations.

Operational Excellence: Lead the pursuit of operational excellence within the wealth business, ensuring seamless and productive operations through best-in-class processes.



Develop and maintain collaborative relationships with internal and external partners to create a sustainable wealth management business. Build and maintain strong working relationships with internal stakeholders (ie: advisors, compliance, product, management) and external partners (ie: carrying broker, 3rd party vendors, manufacturers).

Lead and/or support various projects related to the establishment and further enhancement of the dealer platform.

Run the Business: Play a lead role in operational processing and day to day requirements to run the business, including transaction processing, reconciliation, fees, account management, and other operational activities.

Special

Projects as requested. Strong strategic vision with proven leadership and relationship management experience.

University Degree

Required, continuing education preferred (CFA, CSC) Robust Judgment with excellent organizational, analytical and problem-solving skills Excellent verbal and written communication skills including facilitation English (United States) & Accessibility.

Experience leading teams of analysts & Subject Matter Experts on large and complex technology projects Project Management and Process Improvement skills with ability to accelerate project deliverables, influence other teams, navigate and prioritize time and scope Experience implementing technology including change management,



interacting with Business Architecture Exceptional communication skills with the ability to communicate for an executive level audience Understanding of Wealth Products and Wealth Operations an asset Ability to develop, communicate and deliver on business strategy As 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. Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.

Flexible

Benefits from the day you join to meet the needs of you and your family. The opportunity to move along a variety of career paths with amazing networking potential. An environment of continuous learning and improvement.

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. 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.

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 [email protected] are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

Customer

Service / Operations Posting End Date:

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