SLCSI Operations Specialist

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:

The Retail Wealth Enablement Operations department plays a pivotal role in our organizations 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 timeright process design. We place a strong emphasis on partner servicing aligning with internal and external stakeholders and driving process optimization to create efficient costeffective operations that meet both current and future scalability requirements. Our commitment to delivering highquality wealth solutions building strong relationships and driving innovation within the department all with a costconscious 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 of wealth management solutions including the following:

• Subject Matter Expertise: Act as a subject matter expert on enterpriselevel 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 bestinclass 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:

• 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)

• Programming expertise and change management certification Six Sigma Black Belt Preferred Proven ability to thrive in a chaotic and/or fast paced environment.

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

• Strong Judgment with excellent organizational analytical and problemsolving 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.

• Requires over 5 years or more of wealth operations experience

• 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 crossfunctional 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

Whats in it for you

• Hybrid work environment.

• In 2025 Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 16th consecutive year leading Canadian insurers.

• We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.

• Were committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential

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 email a request to .

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: