Director, Digital Product Management, Advisor Experience

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:

Role Overview

We are seeking a visionary and results-driven Director of Digital Product Management to lead our Advisor Experience initiatives within our omnichannel insurance and wealth offering. This crucial role will spearhead the development and optimization of digital tools and systems that empower our advisors enhance their productivity and seamlessly integrate with our client-facing platforms.

As the Director you will be responsible for creating and executing a comprehensive product strategy that leverages cutting-edge technologies to revolutionize advisor-client interactions lead management and overall advisor efficiency. Your work will be pivotal in creating a truly omnichannel experience that bridges self-serve client journeys with high-touch advisor support.

The ideal candidate will have a proven track record in delivering Advisor facing capabilities preferably with experience in AI CRM and telephony-based technologies. Your expertise in navigating complex ecosystems integrating diverse technologies and driving innovation in advisor tooling will be essential to our success.

In this role you will balance strategic vision with hands-on execution working closely with cross-functional teams to deliver solutions that significantly enhance advisor productivity and client satisfaction. Your ability to understand both advisor and client needs coupled with a deep technical acumen will be crucial in creating seamless efficient and effective digital experiences.

Key Responsibilities

Product Strategy and Roadmap:

• Develop a comprehensive product vision and strategy for the Advisor Experience platform
• Create and manage product roadmaps that align with overall business objectives and client needs
• Collaborate with leadership to ensure the Advisor Experience strategy complements the DTC client experience

Omnichannel Integration:

• Design and implement solutions that enable seamless transitions between self-serve client journeys and advisor-assisted experiences
• Develop strategies to optimize lead management and distribution across digital and human touchpoints
• Ensure consistent and cohesive experiences across all channels (digital telephony AI-assisted in-person)

Advisor Productivity Tools:

• Lead the development of digital tools that maximize advisor efficiency and effectiveness
• Implement AI and data-driven solutions to enhance advisor decision-making and client service capabilities
• Continuously analyze and improve advisor workflows and digital interfaces

Technology and Innovation:

• Stay at the forefront of emerging technologies relevant to advisor-client interactions and financial services
• Drive the adoption of innovative solutions such as AI-powered assistants predictive analytics and automated underwriting tools
• Collaborate with IT teams to ensure robust scalable and secure technology infrastructure

Data and Analytics:

• Develop strategies to leverage data for personalized advisor-client interactions
• Implement analytics tools to measure and optimize advisor performance and client outcomes
• Drive data-informed decision making across the advisor platform

Cross-functional Leadership:

• Work closely with sales operations compliance and marketing teams to ensure alignment of advisor tools with business processes and regulatory requirements
• Collaborate with the DTC Product Management team to create a unified ecosystem
• Foster a culture of innovation and continuous improvement within the product team and across the organization

Performance Management:

• Define and track key performance indicators for the Advisor Experience platform
• Develop and monitor metrics that demonstrate the ROI of advisor digital tools
• Regularly report on progress challenges and opportunities to senior leadership

Required Competencies

Product Leadership:

• Proven ability to develop and execute product strategies in complex regulated environments
• Experience in both 0-1 and 1-n product development phases
• Strong understanding of financial advisor workflows and pain points

Technical Acumen:

• Deep knowledge of CRM systems lead management tools and advisor productivity software
• Understanding of AI machine learning and data analytics applications in financial services
• Familiarity with API integrations and microservices architecture

Omnichannel Expertise:

• Experience in designing and implementing omnichannel customer experiences
• Understanding of how to seamlessly integrate digital and human touchpoints

Agile Leadership:

• Strong background in Agile methodologies and leading cross-functional teams
• Ability to balance long-term vision with short-term execution and rapid iteration

Analytical Thinking:

• Data-driven approach to product development and decision making
• Expertise in defining and analyzing key metrics for advisor and business success

Stakeholder Management:

• Excellent communication and presentation skills
• Ability to influence and align diverse stakeholders including advisors executives and technology teams

Qualifications

• Bachelors degree in Computer Science Business or related field; MBA preferred
• 10 years of experience in product management with at least 5 years leading advisor-facing digital products
• Proven track record in financial services or insurtech industry
• Deep understanding of financial advisor needs workflows and regulatory environment
• Strong technical background with experience in CRM analytics and AI/ML applications
• Excellent leadership skills with the ability to inspire and mentor high-performing teams

If you are passionate about transforming the advisor experience through innovative digital solutions have a proven track record of delivering impactful products from conception to scale and excel at navigating complex ecosystems while driving tangible business results we encourage you to apply for this exciting opportunity to shape the future of our omnichannel insurance platform.

Whats in it for you

• Great Place to Work Certified for Most Trusted Executive Team in Canadaand 2023
• Great Place to Work Certified for Best Workplaces in Canada - 2025
• Canada Order of Excellence for Mental Health at Work certification from Excellence Canada. Sun Life is one of only four companies in Canada to ever receive this certification 2024
• Top Work Places for Remote Work Monster Canada - 2024
• Great Place to Work Certified for Best Workplaces in Canada 2024 and 2022
• Great Place to Work Certified for Best Workplaces for Women in Canada - 2024
• Flexible hybrid work model including in-country (Canada). #LI-Hybrid
• Pension stock and savings programs to help build and enhance your future financial security
• Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
• A friendly collaborative and inclusive culture
• Be part of our continuous improvement journey in developing the next greatest digital enterprise experience.
• Competitive salary and bonus structure influenced by market range data
• The opportunity to move along a variety of career paths with amazing networking 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 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.

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