Bilingual SLCSI Operations Specialist

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. 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. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

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.

Job Description:

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. We place a strong emphasis on partner servicing, aligning with internal and external stakeholders, and driving process optimization to create efficient, cost-effective operations that meet both current and future scalability requirements. 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.

What will you do:
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.

• Process Development: Develop dealer processes and implement workflows to ensure the delivery of excellent service to advisors and their clients.

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

• Partner Servicing: Develop and maintain collaborative relationships with internal and external partners to create a sustainable wealth management business.

• Stakeholder Liaison: Build and maintain strong working relationships with internal stakeholders (ie: advisors, compliance, product, management) and external partners (ie: carrying broker, 3rd party vendors, manufacturers).

• Ongoing Support: 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.

What do you need to succeed:

• Requires over 5 years or more of wealth operations experience

• Organizational awareness and proven success in delivery.

• Strong strategic vision with proven leadership and relationship management experience.

• University Degree Required, continuing education preferred (CFA, CSC)

• Proven practice and understanding of the Sun Life Framework and Strategic Goals

• Strong Judgment with excellent organizational, analytical and problem-solving skills Excellent verbal and written communication skills including facilitation English (United States) & Accessibility. Good to go ere to search.

• Attention to detail with an ability to see the "big picture" and to articulate essential facts.

• 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

• Strong organizational and/or industry knowledge with a proven ability to work effectively in a cross-functional, complex, and often ambiguous environment

• A relationship builder who can make things happen with positive influence

• Exceptional communication skills with the ability to communicate for an executive level audience

• Must possess strong interpersonal skills to guide others to a desired conclusion and can hold them accountable

• 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.

What's in it for you?

• Hybrid work environment.

• 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.

• A friendly, collaborative, and inclusive culture.

• The opportunity to move along a variety of career paths with amazing networking potential.

• An environment of continuous learning and improvement.

• Access to our Global Learning Centre, available 24/7 for your learning needs.

• Wellness programs that support the three pillars of your health – mental, physical and financial.

• Work-life balance by scheduling your day around your priorities and having more time to spend on the important things.

• We are honoured to be recognized as a 2023 Best Workplaces in Canada by Great Place to Work® Canada.

#LI-Hybrid

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. 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. Certain sales focused roles have sales incentive plans based on individual or group sales results.

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. We welcome applications from qualified individuals from all backgrounds.

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].

We 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.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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