Strategy Manager driving brand strategy and cultural insights for creative agency PACIFIC UEG in Munich. Collaborating on client projects, market research, and innovative brand experiences in a hybrid role.
About the role
- Senior Consultant leading and managing business and risk initiatives for Dealer at Sun Life. Collaborating with various organizational partners to enhance competitiveness and improve client experience.
Responsibilities
- Lead and manage a portfolio of business and risk initiatives from definition to delivery in collaboration with various organizational partners throughout an initiative’s lifecycle
- Translate ambiguous business issues into clearly defined and scoped problem statements
- Employ a variety of research, analysis, and collaborative problem-solving approaches to identify, define, and align on creative solutions to problems
- Support the translation of business recommendations into detailed business and technical requirements and plans for delivery and implementation
- Perform Business Process Reviews to identify risks and potential failure points, and recommend/implement risk mitigation and control solutions
- Coordinate and guide projects as a key stakeholder during build and launch phases
- Drive effective communication and change management strategies to support adoption of key deliverables
- Effectively monitor results of launched initiatives, identify and implement corrective actions where required, and generate learnings from initiative closure
- Proactively identify issues and areas for transformation aligned to strategic objectives
- Remain informed on industry trends and regulatory guidance impacting the business
- Provide support and backup to day-to-day accountabilities of the team, including in relation to organizational policy exceptions and adherence to key organizational policies
Requirements
- Strong working knowledge and understanding of the Canadian retail wealth industry (investment services, investment funds, wealth management, etc.), including completion of IFC/CSC course (or to be completed within 12 months of start date)
- Strong business acumen and integrative thinking skills to understand relevance of problems to the organization and quickly narrow in on high-impact, creative solutions
- Robust problem solving and critical thinking skills to define, analyze, and solve complex problems affecting various elements of the business
- Excellent oral and written communication, presentation, and interpersonal skills
- Strong ability to effectively partner with a variety of stakeholders with different experiences and focuses to collaboratively accomplish work objectives
- Experience working with data and business modelling, including Excel models and analysis to process, analyze, interpret, and synthesize large volumes of data
- Experience with general business and process analysis to understand complex processes and systems
- Strong organizational and management skills to plan and manage a portfolio of competing business initiatives
- Minimum 5 years of relevant business experience, preferably in or related to Mutual Fund Dealer or Investment Dealer operations, transformation and enablement; knowledge of Sun Life’s business is preferred.
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.
- We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work® Canada.
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