Bilingual, GB Implementation Lead

Sun Life Financial; Montreal; Hybrid; CAD 85,000 - 120,000; Full time

Job summary

A leading financial services company is seeking a Group Benefits Implementation Lead to manage client onboarding and projects, ensuring exceptional service. The role demands extensive project management experience and the ability to collaborate effectively across teams to meet client expectations in a dynamic environment.

Qualifications

• Minimum 3 years experience with internal/external partners.
• Extensive project management knowledge.
• Experience leading large projects with complex components.

Responsibilities

• Lead client onboarding and major revision projects.
• Define project scope, timeline, and resources.
• Ensure stakeholder relationships through project completion.

Skills

Project Management

Problem Solving

Organization

Communication

Interpersonal Skills

Leadership

Tools

Microsoft Access

Excel

PowerPoint

Project

Job 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.

Job Description:

Location: Hybrid

The GB Implementation Team is responsible for onboarding new Group Benefits Clients and managing existing Clients’ major plan changes by employing project management skills, processes, and methodology. They work in partnership with Clients, advisors, Business Development, and all internal stakeholders to deliver quality business solutions and superior Client experiences.

Reporting to the Manager, GB Implementation, the Group Benefits Implementation Lead joins a team of innovative and dynamic individuals who strive to provide exceptional Client service. As a seasoned project manager, you bring a passion for organization, open communication and delivering on your objectives while managing a diverse portfolio of projects and leading a variety of work-streams.

Main Accountabilities:

• Lead Group Benefits client onboarding and major revision projects from requirements definition through deployment to post go-live success

• Manage and collaborate with multi-site project teams to ensure maximum performance by providing purpose, direction, and motivation

• Clearly define the project scope and schedule

• Create and maintain a detailed project timeline which outlines task assignment and ownership, deliverables, and targets, allowing for coordinated execution and control

• Coordinate internal and external resources to ensure that projects adhere to scope and schedule

• Analyze project status and, when necessary, revise the scope or schedule to ensure that project requirements can be met

• Establish and maintain relationships with relevant internal and external stakeholders, providing day-to-day contact on project status and changes

• Apply Project Management best practices and tools

• Investigate and coordinate responses to escalated issues

• Manage client and advisor relationships to ensure project delivery expectations are specified and met

• Utilize strong leadership, influencing and facilitation skills to coordinate and drive projects to successful completion

• Represent Sun Life at finalist presentations

• Manage proposal reviews

Competencies:

• Minimum 3 years of experience in dealing directly with both internal and external business partners (ie. Clients, Advisors, GB Administration, Business Development, etc.)

• Extensive knowledge of project management techniques, tools, and methodologies

• Proven experience leading large, complex projects with multiple components and testing scenarios

• Excellent problem solving and decision-making skills

• Strong organizational skills and ability to prioritize a wide range of tasks over multiple projects

• Previous experience with Group Benefits products, services, and systems

• Extensive experience with clients who have flexible benefit programs, outsourced administration models, online enrolment functionality, HRIS interface systems and complex payroll administration requirements

• High comfort level with Microsoft Access, Excel, PowerPoint, and Project

• Strong interpersonal and communication skills

• Ability to develop and maintain strong relationships across the organization at all levels

• Relate well to diverse personality types; a strong listener who easily adapts

• Client centric focus with the ability to see long term outcomes and impacts

• Positive, energetic attitude at all times

• Strong presentation skills