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Manager, Program Strategy

3 months ago

Toronto, Ontario, Canada Sun Life Full time
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.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

The Client Acquisition team within Sun Life's Client Experience Office has embarked on a major transformation.

As part of this transformation, we are continuously launching and testing new ideas, platforms, and solutions to generate new leads and identify opportunities for existing clients and group members.

As a key member of the Program Strategy and Optimization team, you'll be responsible for supporting
_Sun Life's Head Office Leads Program (The Program)_ &
_strategic growth initiatives_ including the development of business cases, tracking the realization of benefits, and monitoring of our key performance indicators.

The Program is dedicated to connecting Clients and prospects seeking financial advice to our distribution network of Retail Advice and Solutions advisors.

This role requires a strong strategic thinker with excellent data analysis skills and a passion for solving business problems.

You will be depended on to provide recommendations based on the performance of our programs and campaigns, measure ROI, and provide insights to the leadership team.

Your mandate will be to use insights to strategize and test new growth initiatives while digging into results to inform what we do next.

You will articulate what we are doing, how it is performing, and where there are opportunities in a clear and concise manner.


What will you do?

  • In partnership with the analytics, business intelligence and strategy partners you will prepare data insights and reporting packages for senior leadership
  • Translate data into insights, actions, and recommendations, communicating in a concise, honest, and understandable way
  • Assist in the development of business cases and overview of financial models for new strategic initiatives, including investments into marketing technology and campaigns
  • Track the endtoend performance of campaigns including forecasting and financials; identify actions to meet and exceed performance targets
  • Proactively identify new areas for review and highlight findings to senior leadership
  • Brainstorm new solutions and solve for Client and advisor needs, backed by insights from supporting data and analytics
  • Support the Marketing and Sales leaders in enhancing dashboards to measure and track performance
  • Develops and maintains tools and processes to report on team objectives and Key Performance Indicators (KPI's)

What do you need to succeed?

  • Ability to deliver results in a fastpaced, challenging and dynamic business environment
  • Highly inquisitive/curious, excellent analytical skills with the ability to derive insights, link concepts and opportunities for improvement
  • Advanced Microsoft Excel and solid PowerPoint,
  • Willingness to challenge conventional thinking supported by an effective problem solving approach focused on identifying critical business issues
  • Superior interpersonal skills, leadership and influencing capabilities to effectively manage relationships across the organization
  • Selfmotivated, able to work both independently and collaboratively with multifunctional teams, as both a leader and member
  • Strong presentation and written communication skills with significant exposure to senior management
  • Ability to manage multiple concurrent objectives, projects, groups or activities. Effective judgment in prioritizing and time allocation

What will be nice to have?

  • 5+ years of relevant experience in strategy development, client experience or business growth functions
  • Degree in Business, Finance, or a related field. MBA or CPA are highly desirable qualifications in this role.
  • Expertise in visual analytics and design principles
  • Experience in life insurance/wealth management, or other financial services industry (e.g., retail banking, credit card, property and casualty insurance) and digital marketing (e.g., SEM optimization)

What's in it for you ?

  • Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
  • A friendly, collaborative and inclusive culture
  • Joining a reputable organization with over 150 years of history


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