Director, Individual Wealth Operations
Director, Individual Wealth Operations
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Job Description
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:
About the role:
Reporting to the AVP Individual Wealth Operations this role is responsible for overseeing and optimizing the operations of the Individual Wealth Operations (IWO) Fixed Wealth team. This position provides strategic and operational leadership and requires a broad set of skills that includes results-oriented leadership superior communication and relationship management and demonstrated competence in mobilizing teams to solve problems and deliver results.
The Director will work closely with the Sun Life Global Investments teams to deliver a best-in-class service experience for multiple stakeholders in the Fixed Wealth business. The incumbent will be responsible for accurate and timely service delivery as well as initiating leading and managing change in a high-volume fast-paced front-line client service environment.
What you will be doing:
Provide overall accountability for leadership of a team of approximately 70 employees across multiple managers and locations in Canada (Montreal Toronto Waterloo) and India.
Lead coach and develop a talented and knowledgeable team focused on delivering client and business results
Liaise effectively with internal partners in SLGI to ensure superior cost-effective and quality service delivery that will support sales and enhance Client and Advisor experience
Develop and effectively use the management operating system framework (balanced scorecard OKRs and dashboards) to manage the business
Continually improve the delivery of key performance targets meeting and improving on published service standards in a cost-effective and accurate manner
Drive continuous improvement initiatives to increase operational efficiency
Lead change initiatives to ensure adoption and execution of planned changes across teams
What you need to succeed:
Strong leadership skills with the ability to develop exceptional leaders/staff; inspire the team to deliver top quartile results in a rapidly changing environment
Excellent Client/Advisor relationship skills to build relationships and handle escalations (both in person and virtually)
Ability to collaborate across multiple teams and stakeholders and hold partners accountable where necessary to achieve optimal outcomes for our clients
Strong analytical skills (ability to read and interpret data)
Strong problem-solving skills (ability to cut through large amounts of data/information and clearly identify issues that need to be solved; ability to bring innovative solutions to the table)
Excellent organizational and prioritization skills
Strong communication skills written formal and informal presentations; ability to engage audiences; ability to convey complex issues in a simple understandable way; ability to work effectively across teams with diverse groups
Proven ability to make sound business decisions and execute successfully based on outcomes
Highly motivated creative and flexible
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.
University degree with approximately 5-10 years of relevant experience; operational leadership experience in the investment fund industry is an asset
In-depth knowledge and experience within the industry as a successful leader
Understanding of individual fixed wealth products
Unique Requirement:
Travel to Toronto Waterloo and Montreal locations as well as occasional travel to other locations
Whats in it for you
Pension Plan participation starts immediately and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making contributions.
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.
As a hybrid organization you and your leader use business and Client needs to choose where you work at home or in the office.
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.
We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.
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 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 .
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 thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Salary Range:
105000/105 000 - 180000/180 000Job Category:
Customer Service / OperationsPosting End Date:
17/08/2025Required Experience:
Director
Employment Type
Full-Time
