Sales Orchestration Journey Owner, Director, Digital Distribution

Sun Life Financial

Hong Kong

On-site

HKD 900,000 - 1,400,000

Full time

11 days ago

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Job summary

Sun Life Financial is seeking a Sales Orchestration Journey Owner (Director, Digital Distribution) to lead the Advisor Workbench and AI Orchestrator across Asia from the Hong Kong office. The role drives strategy, health measures, and adoption to improve client outcomes and distribution performance.

You will manage cross-functional squads, translate business needs into requirements, and deliver on roadmaps with regional and market partners, ensuring impactful benefits realization.

Qualifications

  • Bachelor's degree in Business, Finance, Technology, Engineering, or related discipline.

Responsibilities

  • Maintain a two year plan for Advisor Workbench and Artificial Intelligence Orchestrator.
  • Keep journey design, capability roadmaps, measures and delivery priorities current.
  • Maintain a clear set of journey health measures for Advisor Workbench and AI Orchestrator.
  • Review adoption, usage, workflow, operational, technology, data quality and risk information to understand journey health.
  • Manage the agreed product roadmaps and prioritised work for Advisor Workbench and AI Orchestrator.
  • Turn journey needs into clear business requirements and work with delivery teams through design, testing, release readiness, market implementation and adoption.
  • Work with regional and market teams to deliver the agreed journey plan.

Skills

Product ownership
Journey management
Strategy to roadmaps
Analytical thinking
Stakeholder influence
Cross-functional leadership
Communication skills
Agile delivery

Education

Bachelor's degree

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 Sales Orchestration Journey Owner (Director, Digital Distribution) is responsible for delivering valuable, innovative products to the Distribution users in line with the organization’s strategy. The role manages the health, performance and ongoing improvement of the Sales Orchestration journey across Asia, covering Advisor Workbench and Artificial Intelligence Orchestrator. The role works within Distribution strategy and priorities, provides Agency and Business owners with the journey insights needed to manage benefit realization, and supports markets to improve Advisor effectiveness and Client outcomes. The role reports to Head of Distribution Excellence, Asia and is based in the Asia Regional Office in Hong Kong.

Responsibilities
  • Maintain a two year plan for Advisor Workbench and Artificial Intelligence Orchestrator.
  • Keep the journey design, capability roadmaps, measures and delivery priorities current.
  • Maintain a clear set of journey health measures for Advisor Workbench and Artificial Intelligence Orchestrator.
  • Review adoption, usage, workflow, operational, technology, data quality and risk information to understand whether the journey is working as intended.
  • Manage the agreed product roadmaps and prioritised work for Advisor Workbench and Artificial Intelligence Orchestrator.
  • Turn journey needs into clear business requirements and work with delivery teams through design, testing, release readiness, market implementation and adoption.
  • Work with regional and market Distribution, Agency, Bancassurance, Operations, Technology, Data and Analytics, Artificial Intelligence, Risk and Compliance teams to deliver the agreed journey plan.
Preferred skills
  • Strong product ownership and journey management capabilities.
  • Ability to define strategy and translate it into executable roadmaps.
  • Strong analytical and problem-solving skills with a data-driven mindset.
  • Ability to influence and align stakeholders across a matrix environment.
  • Experience leading cross-functional initiatives without direct authority.
  • Strong communication and presentation skills.
  • Understanding of digital platforms, AI-enabled solutions, Agile delivery, and analytics.
  • Ability to balance strategic thinking with attention to detail.
Education
  • Bachelor's degree in Business, Finance, Technology, Engineering, or a related discipline.
Experience
  • Experience 10+ years of experience in insurance, banking, financial services, digital product management, or business transformation.
  • Strong understanding of Agile delivery, digital platforms, data analytics, and AI-enabled business solutions.
  • Deep knowledge of digital partnership management and strong financial awareness in sales performance and financial metrics to deliver growth.
  • Strong Client focus mindset, able to develop collaborative partnership and create win-win outcomes with the leadership team and stakeholders.
  • Experience working across multiple markets and cultures within a matrix organization.
Job Category

Sales - Distribution Support

Posting End Date

30/12/2026

Shine together

At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.

Make life brighter. We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant.

There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.

Shape the future. With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter.

Join a top employer for a brighter future.

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