Assistant Manager-Transformation Consulting

You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll 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 youll 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:

Band 5 AI Transformation & Intake Consultant

Intelligent Automation & AI

Job Description

Role Summary

Sun Life is expanding its Intelligent Automation and AI transformation capabilities with a strong focus on AIled agentic and decisiondriven solutions that augment human work reduce operational friction and improve client and employee experiences.

Sun Life is seeking an AI Transformation & Intake Consultant who will play a critical role in identifying shaping prioritising and owning AI and automation opportunities across the enterprise. This role sits at the intersection of business strategy process transformation and applied AI.

The role is responsible for acting as the front door for AI demand partnering with business teams to uncover highvalue use cases translate complex business problems into AIready product opportunities and ensure work is prioritised and delivered with clear value outcomes. While traditional automation remains an important lever the primary focus of this role is on AIenabled and agentic solutions including GenAI intelligent document processing decision intelligence and humanintheloop systems.

Main Accountabilities

• Own and lead the intake discovery and triage of AI and automation opportunities with a strong emphasis on AIfirst solutions
• Design and facilitate AI discovery and opportunityshaping workshops to help business leaders understand what is possible with GenAI agentic workflows and intelligent decisioning
• Conduct deepdive process and work analysis to identify decision points judgementheavy work knowledge gaps data handoffs and opportunities for AI augmentation
• Serve as Product Owner for AI initiatives owning the problem statement product vision success metrics and prioritised backlog
• Translate business problems into AI product epics and user stories including agent behaviour orchestration flows humanintheloop controls and nonfunctional requirements (risk controls explainability)
• Partner with Architects and technical teams to evaluate and shape solutions leveraging GenAI LLMs copilots AI agents intelligent document processing and automation platforms
• Develop and manage a prioritised AI and automation pipeline balancing experimentation incremental value delivery and scalability
• Assess opportunities for agentic orchestration where AI agents rules automation and humans collaborate across endtoend workflows
• Ensure AI use cases are designed with appropriate governance controls risk awareness and ethical considerations
• Identify opportunities to enhance existing automations with AI capabilities such as intelligent triage summarisation recommendations or decision support
• Support agile delivery by prioritising backlogs participating in planning and reviews and steering teams toward valuedriven outcomes
• Prepare executiveready value cases narratives and readouts explaining AI opportunities progress outcomes and learnings

Desired Skills & Competencies

• Strong product ownership mindset with the ability to own outcomes rather than just requirements
• Proven ability to identify and shape AI use cases from ambiguous business problems
• Strong understanding of AIenabled operating models including humanintheloop exceptionbased automation and agent coordination
• Working knowledge of GenAI LLMpowered solutions intelligent document processing decision intelligence and lowcode orchestration
• Ability to assess AI suitability vs traditional automation and recommend the right blend of AI automation and process redesign
• Excellent consulting and facilitation skills; able to challenge assumptions and guide stakeholders toward practical scalable solutions
• Experience working in agile productoriented delivery models
• Strong communication skills especially the ability to explain AI concepts in businessrelevant terms
• Comfortable operating in evolving fastchanging technology landscapes
• Curiosity learning mindset and willingness to stay current with AI trends and patterns

Education Experience & Technical Competencies

• Graduate/Post Graduate degree with 5 years of relevant experience
• Experience in process transformation digital transformation automation or AI initiatives
• Strong preference for experience in financial services and/or insurance
• Exposure to AIenabled platforms or solutions such as GenAI tools IDP copilots or decision support systems
• Familiarity with automation and orchestration platforms such as Power Platform PEGA or RPA tools (as enablers not the primary focus)
• Experience working with crossfunctional business data and technology teams
• Proficiency with tools such as JIRA process mapping tools and presentation software
• Lean Design Thinking or Product Management training preferred
• Agile certifications (CSM PSM) preferred
• Periodic travel may be required
• Some work outside standard hours may be required to support critical initiatives and crossregion collaboration

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