Wealth Management Process Lead (Toronto)

Wealth Management Process Lead (Toronto)

31 Oct
|
Sun Life Financial
|
Toronto

31 Oct

Sun Life Financial

Toronto

Shape wealth management processes at Sun Life with strategic vision, project management, and operational expertise. Work in a hybrid workplace supporting enterprise initiatives.This specialist leads process development and operational excellence across the wealth business. You will create dealer workflows, guide complex projects, and help deliver sustainable service for advisors and clients. The position also requires stakeholder influence, technology implementation experience, and business strategy delivery.Key Responsibilities: Act as subject matter expert on enterprise wealth initiativesDevelop workflows supporting excellent advisor and client serviceLead projects enhancing the dealer platformMaintain relationships with advisors, compliance, product,



and managementCoordinate operational requirements to run the businessRequirements: More than five years of wealth operations experienceProject management and process improvement skillsExperience implementing technology and managing changeAbility to deliver business strategy and prioritize scopeExceptional communication for executive-level audiencesBring strategic leadership, process improvement, and wealth operations knowledge to advance Sun Life’s dealer platform.#J-18808-Ljbffr

📌 Wealth Management Process Lead (Toronto)
🏢 Sun Life Financial
📍 Toronto

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: wealth management process lead (toronto) / toronto

Subscribe to this job alert:

Get the latest job offers by email for: wealth management process lead (toronto) / toronto