Manager, Operations and Vendor Oversight

Sun Life Financial; Montreal; Hybrid; CAD 80,000 - 128,000; Full time

Job summary

A major financial services company in Montreal seeks a Manager of Operations and Vendor Oversight to ensure seamless execution of operational processes within Wealth Operations. In this role, you will oversee daily activities, manage vendor relationships, and lead initiatives for process improvements. Candidates should have over 5 years of experience in operations management, particularly in financial services, and strong analytical skills. The position offers a hybrid work environment and competitive compensation.

Benefits

20 vacation days per year

Flexible benefits

Pension, stock, and savings programs

Global Learning Centre access

Wellness programs

Qualifications

• Minimum of 5 years of experience in operations management, preferably within the financial services or wealth management industry.
• 5+ years of experience as a People Leader.
• Strong knowledge of vendor management, compliance standards, and risk management practices.

Responsibilities

• Oversee daily Wealth Operations, ensuring efficient execution of processes.
• Manage vendor relationships, focusing on SLA adherence and service optimization.
• Identify and lead operational improvement initiatives.

Skills

Operations management

People Leadership

Excel proficiency

Vendor management

Compliance standards

Process improvement

Project management

Analytical skills

Communication skills

Education

Bachelor’s degree in Business Administration, Finance, or a related field

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

About the role

The Manager, Operations and Vendor Oversight plays a critical role in ensuring the seamless execution of operational processes and managing vendor relationships within Wealth Operations. This position is responsible for overseeing day-to-day operational activities, optimizing workflows, and maintaining strong relationships with external vendors. The role involves collaborating with cross‑functional teams to identify opportunities for process improvements, ensure compliance with regulatory requirements, and uphold the highest standards of service delivery.

What will you do?

• Oversee daily Wealth Operations, ensuring processes are executed efficiently, accurately and within established timelines.
• Manage vendor relationships including IFDS, focusing on SLA adherence and service optimization. Collaborate with vendors to address operational inefficiencies, implement corrective actions and optimize service delivery.
• Implement and monitor risk management activities and regulatory compliance.
• Identify and lead operational improvement initiatives. Lead or participate in cross‑functional projects, providing operational expertise and support for new product launches, system enhancements, or process changes.
• Develop and implement standard operating procedures to enhance productivity.
• Monitor KPIs and operational metrics to identify trends, resolve issues and drive continuous improvement.
• Address operational incidents promptly, conducting root cause analyses.
• Lead a team of operations professionals, providing coaching, feedback, mentoring and development opportunities to foster a high‑performing team environment.
• Collaborate with internal stakeholders including Client Services, Sales and Advisor Experience teams to align operational strategies with business objectives.

What do you need to succeed?

• Minimum of 5 years of experience in operations management, preferably within the financial services or wealth management industry.
• 5+ years of experience as a People Leader.
• Proficient with Excel (specifically pivot tables and V‑look ups).
• Strong knowledge of vendor management, compliance standards, and risk management practices.
• Demonstrated experience in process improvement, project management, and leading cross‑functional initiatives.
• Excellent communication and interpersonal skills, with the ability to build and maintain relationships with internal stakeholders and external vendors.
• Strong analytical and problem‑solving abilities, with a focus on data‑driven decision‑making.
• Proven leadership skills, with experience managing and developing high‑performing teams.
• Bachelor’s degree in Business Administration, Finance, or a related field.
• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only as the position reports to a unilingual English‑speaking manager outside Quebec.

Preferred Skills

• Experience working with third‑party vendors such as IFDS in an operational capacity.
• Familiarity with regulatory requirements within the financial services sector, including privacy and data security regulations.
• Project Management Certification (PMP) or Lean Six Sigma certification is a plus.

What's in it for you?

• Hybrid work environment
• A friendly, collaborative, and inclusive culture
• 20 vacation days per year
• Flexible Benefits from the day you join to meet the needs of you and your family
• Pension, stock and savings programs to help build and enhance your future financial security
• The opportunity to move along a variety of career paths with amazing networking potential
• 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

Recent Awards

• We are honoured to be recognized as a 2022, 2023, 2024 and 2025 Best Workplaces in Canada by Great Place to Work® Canada
• Great Place to Work® list for Best Workplaces for #HybridWork 2022
• Great Place to Work® list for Best Workplaces for Professional Development in Canada 2022
• Named “Best Places to Work” by Glassdoor, 2021 and 2023

Salary Range: 80,000/80 000 - 128,000/128 000

Job Category: Sales - Client Relationship Management

Posting End Date: 26/12/2025

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 [e-mail].

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 may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.