Bilingual SLCSI Operations Specialist

sunlife; Toronto; On-site; CAD 95,000 - 130,000; Full time

Job summary

Sun Life in Toronto seeks an experienced wealth operations leader to drive planning, development, and execution of dealer processes and workflows. You will optimize operations, manage internal and external partner relationships, and lead large technology initiatives with a cross‑functional team.

The role requires 5+ years in wealth operations, strong leadership, and a track record of delivering efficient workflows.

Qualifications

• Requires over 5 years or more of wealth operations experience.
• Strong strategic vision with proven leadership and relationship management experience.
• University Degree Required, continuing education preferred (CFA, CSC).
• Proven familiarity with the Sun Life Framework and Strategic Goals.
• Excellent communication skills, including facilitation; fluent English.
• Experience leading teams of analysts and SMEs on large technology projects.
• Project management and process improvement skills with ability to accelerate deliverables.
• Experience implementing technology with change management and business architecture interaction.
• Ability to work in a cross-functional, complex environment.
• Relationship builder with positive influence.

Responsibilities

• Act as a subject matter expert on wealth management and operations initiatives.
• Develop dealer processes and workflows to deliver excellent service to advisors and clients.
• Lead operational excellence within the wealth business, ensuring seamless and efficient operations.
• Develop and maintain collaborative relationships with internal and external partners to sustain the wealth business.
• Build and maintain strong relationships with internal stakeholders and external partners.
• Lead and/or support projects establishing and enhancing the dealer platform.
• Run operational processing and day-to-day requirements to run the business, including transaction processing, reconciliation, fees, and account management.
• Handle special projects as requested.

Skills

Wealth operations

Stakeholder management

Process optimization

Project management

Leadership

Regulatory awareness

Education

University degree

CFA/CSC preferred

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description

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:

• 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.

What do you need to succeed

Requires over 5 years or more of wealth operations experience

• 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)
• 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.
• 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