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Sun Life Financial, Inc.

Portfolio Manager, Agile Portfolio Management

Posted 3 Days Ago
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3 Locations
Entry level
3 Locations
Entry level
The Portfolio Manager leads strategic management of projects across Canadian Operations, partnering with leadership to prioritize initiatives, oversee portfolio repositories, develop reporting analytics, and ensure cross-functional alignment.
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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. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Reporting to the Director of Agile Portfolio Management, the Portfolio Manager leads the strategic management of initiatives and projects across the entire Canadian Operations portfolio.

The Portfolio Manager understands process portfolio management, how organizational strategy drives team-level outcomes, objective and key results. This role is responsible for supporting leaders in aligning their priorities to the organizational strategies and committed work.

What will you do?

  • Collaborate with leadership to prioritize initiatives based on strategic importance, resource availability and business impact.
  • Oversee centralized portfolio and project repositories, ensuring it remains current and aligned with organizational needs.
  • Develop and maintain detailed portfolio reporting and analytics to provide insights and strategic alignment.
  • Create and deliver stakeholder communications for ongoing priorities, including status updates, roadmaps, dependencies, pressure points and key decisions requiring alignment.
  • Partner with platform owners and key stakeholders to maintain portfolio management and financials.
  • Act as a liaison between Canadian Operations and other business units to ensure cross-functional alignment on portfolio initiatives.

What do you need to succeed?

  • Experience in or excited to learn Agile way of working (e.g., quick iterations with done better than perfect)
  • Understanding of project life cycle and delivery
  • Financial knowledge to support budgeting, forecasting and decision making
  • Advanced knowledge of Excel & PowerPoint
  • Proficiency in portfolio management tools and methodologies (Jira, Confluence, Share Point, Planview, etc)

Individual Skills:

  • Strong analytical, planning and organization skills, combined with strong business sense
  • Strong communication skills with comfort speaking with business stakeholders and influencing others
  • Process-oriented with an attention to detail and information quality
  • Brings a high-energy and passionate outlook to the job and can influence those around them
  • Ability to adjust shifting priorities and manage through ambiguity
  • Able to build a sense of trust and rapport that creates a comfortable & effective workplace

What’s in it for you:

  • We’re honoured to be recognized as a 2024 Best Workplaces in Ontario by Great Place to Work® Canada.
  • We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®,  for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health.
  • We’re proud to be recognized as a company with a 2023 Most Trusted Executive team by Great Place to Work® Canada.
  • Wellness programs that support the three pillars of your health – mental, physical, and financial
  • The opportunity to move along a variety of career paths with amazing networking potential.
  • As a hybrid organization, you and your leader use business and Client needs to choose where you work, at home or in the office

#LI - SJ

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].

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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

Salary Range:

78,000/78 000 - 128,000/128 000

Job Category:

Finance

Posting End Date:

27/02/2025

Top Skills

Agile

Sun Life Financial, Inc. Toronto, Ontario, CAN Office

150 King Street West, Toronto, Ontario, Canada, M5H 1J9

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