Digital Distribution Journey Director - Sales & Advisory

Sun Life Financial; Hong Kong; On-site; HKD 1,500,000 - 2,300,000; Full time

Job summary

Sun Life Financial in Hong Kong seeks an experienced Sales & Advisory Journey Owner, Director, Digital Distribution to lead the Sales Advisory journey across Asia from the Hong Kong regional office. The role focuses on delivering valuable, innovative products to Distribution users and aligning with strategy to improve Client and Advisor outcomes.

You will manage roadmaps, define requirements, and partner with Technology, Data & Analytics, Operations, and Compliance to continuously improve

Qualifications

• Experience in insurance, banking, financial services or digital product management (10+ years).
• Experience managing digital products, customer journeys or distribution transformation initiatives.
• Strong understanding of sales, advisory or customer-facing digital journeys.
• Experience working with Technology, Operations, Data & Analytics and business stakeholders.
• Knowledge of Agile delivery, digital platforms and performance analytics preferred.
• Strong Client focus mindset and collaborative partnership with leadership.

Responsibilities

• Maintain a two year plan for electronic Financial Needs Analysis and Point of Sale.
• Keep the journey design, capability roadmaps, measures and delivery priorities current.
• Recommend changes based on market needs, Client and Advisor feedback and performance results.
• Maintain a clear set of measures for the Sales Advisory journey.
• Review Client, Advisor, operational, technology, quality and risk information to identify performance gaps.
• Lead regular journey health reviews, actions, and track progress.
• Manage product roadmaps and prioritised work for electronic Financial Needs Analysis and Point of Sale.
• Translate journey needs into business requirements and work with delivery teams across design, testing, release readiness and market implementation.
• Collaborate with regional and market Distribution, Product, Operations, Technology, Data and Analytics, Client Experience, Risk and Compliance teams.
• Resolve issues within mandate and support markets in adopting common capabilities.

Skills

Product and journey management

Data & insights

Stakeholder management

Problem solving & communication

Strategic thinking & execution

Cross-functional / matrix environments

Education

Bachelor degree in commerce or finance

Job description

Sun Life Financial in Hong Kong seeks an experienced Sales & Advisory Journey Owner, Director, Digital Distribution to lead the Sales Advisory journey across Asia from the Hong Kong regional office. The role focuses on delivering valuable, innovative products to Distribution users and aligning with strategy to improve Client and Advisor outcomes.

You will manage roadmaps, define requirements, and partner with Technology, Data & Analytics, Operations, and Compliance to continuously improve