Senior Consultant responsible for leading business and risk initiatives for Dealer. Collaborating with various teams to enhance competitiveness and improve client and advisor 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
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, risk management, transformation, and enablement; knowledge of Sun Life’s business is preferred
Accreditations and certifications related to Mutual Fund or Investment Dealer businesses, risk management, program management, and/or business analysis.
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.
Various incentive plans, payment under which is discretionary and subject to individual and company performance.
Diversity and inclusion have always been at the core of our values at Sun Life.
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