Senior Due Diligence Analyst responsible for KYC onboarding and compliance processes in a hybrid working environment. Supporting the French business with expertise in AML policy requirements and relationship management.
About the role
- Senior Analyst responsible for compensation analysis and reporting at Sun Life. Engaging in strategy and execution of distribution compensation effectiveness and governance.
Responsibilities
- Engage in financial analysis and modelling of compensation activities to gauge the need for updates to compensation design and create business cases for leadership to support these changes.
- Decompose problem statements into a set of hypotheses and potential solutions, validating through both quantitative (e.g., financial analysis, impact analysis) and qualitative analyses (e.g., competitor benchmarking and case studies, sourcing and synthesizing expert perspectives).
- Lead problem solving sessions, workshops and interviews with subject matter experts to bring in new perspectives, creative ideas, and practical approaches to problems and issues.
- Synthesize qualitative and quantitative analytical results to guide recommendations and inform strategic decision making.
- Communicate findings and recommendations succinctly in a compelling storyline that facilitates productive discussion and decision making among senior executives.
- Maintain and enhance a compensation monitoring dashboard, this includes leading process improvements and engaging in timely reporting.
- Monitor sales results vs costs, advisor and field leader attrition, teaming, potential gaming signs, exceptions, strategic action bonuses, NAFYC and dealer revenue, presenting key findings to leaders and proposing solutions in line with risk management strategies.
- Lead competitive intelligence, benchmarking, and research on advisor compensation trends within the industry.
- Create clear, structure presentation and other formal communications that draw out key messages and supporting data.
- Facilitate governance meetings with multiple stakeholders to share insights, gather input, manage compensation plan cycle, while ensuring alignment on recommendations with clear action ownership.
- Develop and execute change management plans for strategic initiatives and plan enhancements.
- Lead and execute key areas of change plans including policy updates, stakeholder communications, and partnership with technology teams to drive successful implementation.
Requirements
- Strong creative and analytical problem solver, with a solid background working with data, conducting quantitative and qualitative analysis, interpreting results, and writing reports/presentations to executive audiences.
- Experience in quantitative and financial analytics, including using modelling tools and techniques is an asset.
- Strong knowledge of distribution, wealth and /or insurance space; previous compensation design experience is an asset.
- Resourceful and rapid learner, able to work across many topics and domains.
- Excellent oral and written communication and presentation skills.
- Strong interpersonal skills; able to effectively collaborate with multiple stakeholders across multiple teams.
- Minimum 3-5 years of relevant business experience, ideally within insurance or financial services; knowledge of Sun Life’s businesses would be an asset.
- University degree in business or related discipline; MBA or other relevant advance degree is an asset.
Benefits
- 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.
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