Avp, retail wealth and investments technology

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We are on an exciting path to accelerate Sun Life Canada’s wealth and investment capabilities through new offerings, innovative solutions, personalized experiences and digitized processes.
Reporting to the VP, Client Journeys and Agile Excellence Domain, the AVP (Assistant Vice-President), Retail Wealth and Investments Technology will closely partner with the Retail Wealth and Sun Life Global Investments businesses to support the vision of delivering seamless digital experiences and solutions across Sun Life Canada’s Retail Advice & Solutions (RAS) and Sun Life Global Investments (SLGI) business units.
15 or more years experience in increasingly senior and strategic technology portfolio leadership roles
~ Senior level leadership of Retail Wealth, Investments and/or Asset Management technology platform integrations and strategies
~ Senior level leadership of multiple technology integration teams across journeys, technical platforms, and hubs in a scaled Agile environment.
~ Bachelor's degree in Computer Sciences or equivalent.
~ MBA would be an asset

Experience leading Retail Wealth, Investments and/or Asset Management platforms and strategies
Experience leading and overseeing wealth / investment technology platforms and strategies.
Experience creating and/or governing a shared platform that spans multiple business units.
Ability to understand and integrate with the organization’s overall data architecture and data integration solutions.
Experience leading teams in a scaled Agile and digital environment
Proven ability using agile software development methodologies, processes, ceremonies, and tools.
Proven experience at a senior leadership level with scaled Agile delivery (SAFe, or other scaled Agile frameworks)
Experience leading through organizational transformations and supporting employees in the required change management processes.
Impactful strategic, technology and communication skills to interact with and influence all levels of the organization, including senior management and executives.
attracts and retains strong technology professionals by developing engaged, cohesive teams.
Experience leading large virtual teams spanning multiple global locations.
Test and learn, experimentation mindset to enable teams to keep moving forward.
Deliver an orchestrated client and advisor lifecycle across the Retail Wealth and SLGI product lines and channels, creating seamless and consistent experiences. Provide leadership and accountability across these digital journeys and platforms.
Drive and execute multi-year technology strategies that (1) address client/advisor experience challenges, (2) enable One Sun opportunities across Sun Life Canada, and (3) accelerate Sun Life Canada’s wealth and investment growth ambitions. Oversee multiple Agile delivery squads that execute plans towards the north star vision.
Understand the retail wealth and investment needs of Sun Life Canada and oversee the successful delivery of those technology capabilities.
Lead the launch of the new securities platform for Sun Life Canada Securities Inc, strengthen the existing mutual fund dealer platform, and create a leading technology/data integration strategy for these businesses.
Oversee the SLGI Advisor, Client and Institutional Investment journey and Investments platform, to enable SLGI to deliver leading retirement investment solutions across Canada
Serve as a trusted advisor to our RAS and SLGI business partners, demonstrating exceptional partnership and leadership skills that business and technology teams should emulate.
Drive strategic alignment and shared goals through leadership and influencing across Retail Advice & Solutions, Sun Life Global Investments, Canadian Operations and Digital Business & Technology Solutions (DBTS) teams. Within each team, work closely with journey, platform and hubs to align strategies and successfully execute plans.
Articulate the value, benefit, and trade-offs of digital and architectural investments, how they support the business strategy and how it integrates into the broader technology architecture.
Work closely with DBTS leadership teams to transform legacy operating models and deliver business outcomes faster, particularly when integrating third party technology solutions.
Lead and facilitate technology budgets, forecasts and strategic planning activities for RAS and SLGI. Partners with RAS and SLGI Journey, Platform and APM/BPM leadership to ensure an integrated end-to-end view across people and technology supporting the relevant business unit.
Develop and deliver technology strategies at scale for Sun Life Canada
Develop and deliver technical strategies that support digitization and modernization at scale across Sun Life Canada’s business units, with supporting roadmaps. Leverage technical expertise to create seamless, holistic client and advisor experiences across all channels.
Help create a unified vision of One Sun digital opportunities - common solutions, capabilities and programs that create optimal client and advisor outcomes across our Retail Wealth and SLGI businesses.
Strengthen the existing mutual fund dealer platform and create a technology/data integration strategy across Retail Wealth.
Lead technology oversight for SLGI’s critical journeys and platforms including quote, illustrations, portfolio management, client relationship management, data, website, etc. Ensure stability, disaster preparedness, security and currency of our Retail Wealth and Investment platforms.
As necessary, lead technology vendor selection, contracting, negotiations etc.
Provide day to day coaching, direction and leadership to journey/platforms and hubs/squads to create high-performing, engaged and inclusive teams. Attract strong, diverse and global talent with appropriate digital, data and technology skills. Build external partnerships to augment our staff and deliver capabilities that help SLF Canada achieve its purpose
Actively participate in and support Sun Life Canada’s digital transformation journey
Great Place to Work Certified for Most Trusted Executive Team in Canada - 2024
Great Place to Work Certified in Canada for Most Trusted Executive Team in Canada - 2023
Flexible hybrid work model. #Pension, stock and savings programs to help build and enhance your future financial security
Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
Be part of our continuous improvement journey in developing the next greatest digital enterprise experience.
Competitive salary and bonus structure influenced by market range data
The opportunity to move along a variety of career paths with amazing networking potential
In addition to Base Pay, eligible Sun Life employees participate in 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. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.