- Subject Matter Expertise: Act as a subject matter expert on enterprise-level 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 best-in-class 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.
- 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 problem-solving 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 cross-functional, 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
- 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.
- Access to our Global Learning Centre, available 24/7 for your learning needs.
- Wellness programs that support the three pillars of your health – mental, physical and financial.
- Work-life balance by scheduling your day around your priorities and having more time to spend on the important things.
-
PASS – Facilities Operations Specialist
2 days ago
Waterloo Catholic District School Board Kitchener, CanadaJob Posting PASS - Facilities Operations Specialist The Waterloo Catholic District School Board serves over 38,000 learners and provides services to students in 50 schools (Kindergarten to Grade 12 and adult learners) across the Waterloo Region. The Board conducts intentional rec ...
-
PASS – Facilities Operations Specialist
2 days ago
Waterloo Catholic District School Board Kitchener, Canada Full timeJob Posting PASS - Facilities Operations Specialist · The Waterloo Catholic District School Board serves over 38,000 learners and provides services to students in 50 schools (Kindergarten to Grade 12 and adult learners) across the Waterloo Region. · The Board conducts intentiona ...
-
Operations Specialist
1 week ago
Georgette Packaging Kitchener, CanadaGeorgette Packaging is a carbon neutral packaging company, and one of the fastest growing companies in Canada (we were recently featured in Globe and Mail's 2021 list of top growing companies). We're looking to add a part-time Operations Specialist to our team to keep that moment ...
-
Investment Operations Specialist
1 week ago
Equitable Waterloo, Canada Full timeInvestment Operations Specialist · Waterloo, ON, Canada Req #2288 Friday, May 31, At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and col ...
-
Investment Operations Specialist
2 weeks ago
Equitable CA Waterloo, CanadaAt Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is ...
-
Talent Operations Specialist
3 weeks ago
Communitech Technology Association Kitchener, Canada**Communitech helps founders start, grow and succeed** · At Communitech, we're all about the "F" word. Founders. · We were built by tech founders who saw the need for a community of support to help ensure the future prosperity of Canada. No other innovation hub can say that, whic ...
-
Operational Program Specialist for Design
1 week ago
Sun Life Waterloo, CanadaYou 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 inspir ...
-
Specialist, Private Fixed Income Operations
3 weeks ago
SLC Management Waterloo, CanadaSLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. Our ...
-
Network and Technology Operations Specialist
2 weeks ago
Arctic Wolf Cambridge, Canada Full timeArctic Wolf, with its unicorn valuation, is the leader in security operations in an exciting and fast-growing industry—cybersecurity. We have won countless awards for our excellence in security operations and remain dedicated to providing an industry-leading customer and employee ...
-
Airport Operations Specialist
1 week ago
Region of Waterloo Breslau, Canada**Our Story**: · Committed to fostering opportunities for current and future generations, the Region of Waterloo is an inclusive, thriving, and sustainable region of connected rural and urban communities with global reach. Our mission is to serve, engage and inspire, by deliverin ...
-
Airport Operations Specialist
3 weeks ago
Region of Waterloo Breslau, Canada**Our Story**: · Committed to fostering opportunities for current and future generations, the Region of Waterloo is an inclusive, thriving, and sustainable region of connected rural and urban communities with global reach. Our mission is to serve, engage and inspire, by deliverin ...
-
SLC Management Waterloo, CanadaOur student and new graduate programs offer a chance to explore Sun Life from the inside. You'll make a difference in the lives of our customers and communities, while building the skills and experience that allow you to grow in a meaningful and rewarding way. · **About SLC Manag ...
-
Airport Operations Specialist
1 week ago
Region of Waterloo Woolwich, Canada**Job Req ID**:720**Department**:Airport Operations (B)Airport Operations Specialist · **Job Number**:720**Job Type**: Full-Time · - **Temp Contract Length**: · **Location**: 75 New Germany Lane - Airport Operations Centre · - **Job Category**: Other · - **Number of Positions**:1 ...
-
Business Operations Process Specialist
1 day ago
Farm Mutual Re cambridge, CanadaJoin our Canadian reinsurance company and help us empower and advance our mutual insurance community We have an excellent opportunity to join one of Waterloo Region's top employers as a Business Operations Process Specialist in our Business Operations department. With this positi ...
-
Business Operations Process Specialist
4 days ago
Farm Mutual Re Cambridge, CanadaJoin our Canadian reinsurance company and help us empower and advance our mutual insurance community · We have an excellent opportunity to join one of Waterloo Region's top employers as a Business Operations Process Specialist in our Business Operations department. With this posi ...
-
Business Operations Process Specialist
3 days ago
Farm Mutual Re cambridge, CanadaJoin our Canadian reinsurance company and help us empower and advance our mutual insurance community · We have an excellent opportunity to join one of Waterloo Region's top employers as a Business Operations Process Specialist in our Business Operations department. With this po ...
-
Business Operations Process Specialist
3 days ago
Farm Mutual Re Cambridge, ON, CanadaJoin our Canadian reinsurance company and help us empower and advance our mutual insurance community · We have an excellent opportunity to join one of Waterloo Region's top employers as a Business Operations Process Specialist in our Business Operations department. Reporting to t ...
-
Business Operations Process Specialist
3 days ago
Farm Mutual Re Cambridge, ON, CanadaJoin our Canadian reinsurance company and help us empower and advance our mutual insurance communityWe have an excellent opportunity to join one of Waterloo Region's top employers as a Business Operations Process Specialist in our Business Operations department. With this positio ...
-
Airport Terminal Operations Specialist
3 weeks ago
Region of Waterloo Breslau, Canada**Our Story**: · Committed to fostering opportunities for current and future generations, the Region of Waterloo is an inclusive, thriving, and sustainable region of connected rural and urban communities with global reach. Our mission is to serve, engage and inspire, by deliverin ...
-
Pt Operations Management Specialist
2 weeks ago
UNITED PARCEL SERVICE Brantford, Canada**Primary Job Posting Location**: · Brantford, Ontario Canada · **Avant de postuler pour un emploi, sélectionnez votre préférence linguistique parmi les options** · **disponibles en haut à droite de cette page.** · **Description du poste** · **Résumé des fonctions** · Le titulair ...
SLCSI Operations Specialist - Waterloo, Canada - Sun Life
Description
Description
de poste: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:
The successful candidate will be responsible for a wide range of activities, from planning and development to the practical execution of wealth management solutions, including the following:
What do you need to succeed:
What's in it for you?
We are honoured to be recognized as a 2023 Best Workplaces in Canada by Great Place to Work Canada.
L'échelle du salaire de base est pour l'emplacement principal du poste affiché. Elle peut varier selon l'emplacement du candidat sélectionné et d'autres facteurs. En plus du salaire de base, les employés admissibles de la Financière Sun Life participent à différents programmes de rémunération incitative, dont le montant octroyé est discrétionnaire et dépend du rendement de l'employé et de la compagnie. Certains postes de vente participent à des programmes de rémunération incitative basés sur les résultats de vente individuels ou de groupe.
Depuis toujours, la diversité et l'intégration sont au cœur des valeurs de la Financière Sun Life. Nous croyons qu'un effectif diversifié ayant des points de vue variés et des idées créatives est avantageux pour nos clients, pour les collectivités où nous exerçons nos activités, ainsi que pour nous tous, en tant que collègues. Nous accueillons avec enthousiasme les candidatures de personnes compétentes provenant de tous les horizons.
Les personnes handicapées ayant besoin de mesures d'adaptation pour présenter leur candidature et celles qui doivent consulter les offres d'emploi sur un support de substitution peuvent envoyer leur demande par courriel à l'adresse ''.
À la Sun Life, nous voulons créer un environnement de travail flexible où nos employés sont outillés pour donner le meilleur d'eux-mêmes. Nous offrons plusieurs options de travail flexibles selon les exigences du poste et les besoins individuels. N'hésitez pas à en discuter pendant le processus de sélection.
Nous remercions tous les candidats de l'intérêt manifesté pour ce poste. Nous ne communiquerons qu'avec les personnes qui auront été retenues pour passer une entrevue.
Échelle salariale:
76,000/ ,000/125 000Catégorie d'emploi :
Service clientèle / OpérationsFin de l'affichage :
25/05/2024
