Slcsi Operations Specialist - Waterloo, Canada - Sun Life

Sun Life
Sun Life
Verified Company
Waterloo, Canada

1 month ago

Sophia Lee

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Sophia Lee

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Description
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.


The Retail Wealth Enablement, Operations department plays a pivotal role in our organization's 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 time-right process design.

We place a strong emphasis on partner servicing, aligning with internal and external stakeholders, and driving process optimization to create efficient, cost-effective operations that meet both current and future scalability requirements.

Our commitment to delivering high-quality wealth solutions, building strong relationships, and driving innovation within the department, all with a cost-conscious approach, is central to our mission of launching a market competitive Investment dealer.


What will you do:

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Process Development: Develop dealer processes and implement workflows to ensure the delivery of excellent service to advisors and their clients.
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Operational Excellence: Lead the pursuit of operational excellence within the wealth business, ensuring seamless and efficient operations through best-in-class processes.
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Partner Servicing: Develop and maintain collaborative relationships with internal and external partners to create a sustainable wealth management business.
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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).
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Ongoing Support: Lead and/or support various projects related to the establishment and further enhancement of the dealer platform.
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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.
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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

What's in it for you?

  • Hybrid work environment.
  • 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.
  • Flexible Benefits from the day you join to meet the needs of you and your family.
  • A friendly, collaborative, and inclusive culture.
  • The opportunity to move along a variety of career paths with amazing networking potential.
  • An environment of continuous learning and improvement.
  • A
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