Vice President, Digital Wealth , GRS

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:

Vice President, Digital Wealth, GRS 

Role Purpose

The Vice President, Digital Wealth, GRS is accountable for building and scaling a digital wealth business that drives measurable revenue growth, client acquisition, and deeper wallet share, with a strong emphasis on profitability and full P&L ownership. The VP will define the future of the digital wealth platform that will power the 2C ambition, balancing innovation with disciplined financial management. This leader owns the commercial and financial performance of the digital wealth platform, ensuring technology, data, and client experience translate into sustained, profitable sales outcomes.

The role combines platform ownership with sales, growth, and profitability accountability, redefining how wealth solutions are distributed, sold, and scaled through digital and hybrid channels, while maintaining rigorous oversight of revenue, expenses, and overall P&L impact.

Strategic Mandate

Revenue & Sales Leadership

• Own sales, revenue, and growth outcomes for the digital wealth business across acquisition, cross-sell, and retention.
• Define and execute digital-first sales strategies across self-serve, hybrid, and advisor-supported models.
• Build scalable sales motions that convert digital engagement into funded accounts, assets under management, and recurring revenue.
• Set clear performance targets and dashboards linking platform activity to sales results.

Platform-Led Growth

• Own the end-to-end digital wealth platform, ensuring it is designed to convert insight into action and intent into sales. The platform is intuitive to transact with ease, personalized experiences and access to human advice when needed
• Partner with Product and Technology to prioritize features that accelerate conversion, funding, and engagement.
• Leverage AI and advanced analytics to power next-best offers, personalization, and real-time sales triggers.
• Optimize onboarding, journeys, and flows to reduce friction and increase completion rates.

Client Acquisition & Expansion

• Drive digital acquisition strategies that attract new clients and expand reach into new segments.
• Lead cross-sell and upsell strategies across investing, retirement, protection, and advice solutions.
• Integrate digital marketing, distribution, and contact centre capabilities into a unified growth engine.
• Use experimentation and test-and-learn approaches to continuously improve conversion and sales effectiveness.

Client Acquisition & Expansion (2C-Focused)

• Develop and implement digital acquisition strategies specifically tailored to attract and engage end clients (2C), expanding reach into new consumer segments.
• Emphasize direct-to-client (2C) cross-sell and upsell initiatives across investing, retirement, protection, and advice solutions, ensuring that propositions are compelling and easy for clients to understand and purchase.
• Integrate digital marketing, distribution, and contact centre capabilities into a unified growth engine that prioritizes seamless client experiences and maximizes conversion.
• Apply experimentation and test-and-learn approaches to continually refine the client journey and enhance sales effectiveness, keeping the focus on meeting client needs and driving sustainable growth in the 2C space.

Commercialization & Go-to-Market

• Own go-to-market strategies for new digital wealth capabilities and offerings
• Translate platform innovation into clear, compelling client propositions that are easy to buy.
• Partner with Marketing to align demand generation with digital sales execution.
• Ensure pricing, packaging, and offers support growth and profitability.

Operating Model & Leadership

• Build and lead high-performing teams across digital and advisor sales, platform operations, and growth analytics.
• Establish governance, incentives, and operating rhythms that reinforce commercial accountability.
• Ensure regulatory, risk, and compliance requirements are embedded in all sales and distribution models.
• Act as a visible enterprise leader for digital wealth growth.

Experience & Capabilities

• 15+ years of senior leadership experience in wealth management, digital platforms, or financial services.
• Proven track record owning revenue and sales performance in digital or hybrid distribution models.
• Experience scaling digital acquisition, conversion, and AUM growth.
• Strong understanding of wealth, retirement, and investment products.
• Data-driven commercial leader with experience using analytics and AI to drive sales outcomes.
• Comfortable operating in complex, regulated environments.
• 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.

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! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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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