Avp, Strategy and Business Insights, Client

3 weeks ago


Waterloo, 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.

**Business Overview**

Client Experience Office (CXO) aims to provide a holistic "One Sun Life" experience to Clients as we help them achieve lifetime financial security and live healthier lives. We design and execute clear, compelling, caring journeys to help Clients navigate some of the most important moments of their lives.

Through personalized, proactive and relevant content, we act on a deep understanding of Client needs on a multitude of communication channels—so we can be there for Clients when and where they need us.

To understand our Clients, we actively listen and learn by employing experts in Client experience, engagement, marketing, strategy, and digital, data and analytics.

**Role Summary**

**What will you do?**

**CXO Strategy and Portfolio Management**
- Owns and drives CXO team strategic planning, review and prioritization process
- Co-creates internal collaboration roadmap and identify initiatives by partnering with BU, Operations, and Tech in annual planning and periodic reviews
- Reviews and tracks overall CXO portfolio, incl. strategic initiatives, on-going projects and incubation of improvement / innovation opportunities
- Conducts ad-hoc purpose-driven strategic and business analysis
- Leverages executional team resources to enable strategy delivery, incl. providing support for projects and agile squads

**CXO Business Insights & Reporting**
- Devises regular performance tracking and measurement mechanism and tools
- Owns design and reporting of strategic initiative dashboard
- Conducts purpose-driven analytics and provide data-based insights for decision making

**Communications**
- Drives CXO team related communications and events
- Manages the contact point for Corporate Communications

**Specialized Knowledge/Skills**
- **Problem Solving & Insights**
- Big picture thinking. Excellent strategic thinking and framing capabilities
- Strong judgment for value and prioritization
- Capability to go beyond the obvious and identify critical insights, based on qualitative and quantitative analysis
- Capability to design appropriate analytical approaches, drive through analysis and distill evidence-based insights to make business recommendations
- ** Practicality & Effectiveness**
- Capability to collaborate with internal and external counterparts to identify discrepancies and find actionable solutions
- ** Communication & Presence**
- Succinct and convincing communication styles, in verbal and written formats
- Professional and mature presence. Credibility in formal and casual discussions
- ** Team**
- Capability in day-to-day team leadership and guidance
- Willingness and capability to coach and develop people
- Collaboration skills to build meaningful connections with counterparts within and beyond CXO team

**What will you need to succeed?**
- University degree. Experience in consulting firms or other relevant corporate leadership roles preferred
- Over 10 years of experience, which includes previous management experience, or an equivalent combination of education and experience
- Experience in strategic planning, management and enablement is strongly preferred
- Experience in leading qualitative and quantitative analysis
- Strong communication skills - verbal, written - executive presence
- Build and leverage relationships with senior levels of the organization
- Experience leading teams and developing talent is a plus

**Reasons why should you join us under the sun?**
- We’re honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work® Canada
- We’re proud to be recognized as a company with a 2023 Most Trusted Executive team by Great Place to Work® Canada
- Sun Life ranked one of the 2023 Global 100 Most Sustainable Corporations in the World on the Corporate Knights’ 2023
- A caring, supportive, and inclusive culture
- Time off giving you the flexibility to focus on the moments that matter. 20 days vacation per year
- Unique sabbatical program and care Days available for self care and care of others
- Flexible Benefits from the day you join to meet the needs of you and your family.
- Wellness programs that support the three pillars of your health - mental, physical, and financial

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 througho


  • Vp, Data Strategy

    4 weeks ago


    Waterloo, Canada Equitable Full time

    At Equitable Life of Canada, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and customer-responsive staff. Join...

  • Avp, Client Impact

    4 days ago


    Waterloo, Canada Equitable Life of Canada Full time

    At Equitable Life of Canada, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and customer-responsive staff. Join...


  • Waterloo, 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...


  • Waterloo, 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...


  • Waterloo, 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...


  • Waterloo, Canada Sun Life Full time

    Job Description : Reporting to the AVP, Enterprise Financial Planning and Analysis, this role is accountable for leading a team of financial professionals responsible for enterprise financial planning and analysis. This role is responsible for: Leading the annual enterprise business plan process Leading the strategic planning process in partnership with...


  • Waterloo, Canada Sun Life Full time

    Job Description: Reporting to the AVP, Enterprise Financial Planning and Analysis, this role is accountable for leading a team of financial professionals responsible for enterprise financial planning and analysis. This role is responsible for: Leading the annual enterprise business plan process Leading the strategic planning process in partnership with...


  • Waterloo, Canada Sun Life Full time

    Job Description: Reporting to the AVP, Enterprise Financial Planning and Analysis, this role is accountable for leading a team of financial professionals responsible for enterprise financial planning and analysis. This role is responsible for: Leading the annual enterprise business plan process Leading the strategic planning process in partnership with...


  • Waterloo, Canada Sun Life Full time

    Job Description: Reporting to the AVP, Enterprise Financial Planning and Analysis, this role is accountable for leading a team of financial professionals responsible for enterprise financial planning and analysis. This role is responsible for: Leading the annual enterprise business plan process Leading the strategic planning process in partnership with...


  • Waterloo, ON, Canada Sun Life Full time

    Reporting to the AVP, Enterprise Financial Planning and Analysis, this role is accountable for leading a team of financial professionals responsible for enterprise financial planning and analysis. Leading the strategic planning process in partnership with Corporate Strategy This role affords the successful candidate the opportunity to learn about Sun...


  • Waterloo, 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...


  • Waterloo, 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...


  • Waterloo, ON, Canada Sun Life Full time

    Job Description: Reporting to the AVP, Enterprise Financial Planning and Analysis, this role is accountable for leading a team of financial professionals responsible for enterprise financial planning and analysis. This role is responsible for: Leading the annual enterprise business plan process Leading the strategic planning process in partnership with...


  • Waterloo, Canada Sun Life Full time

    Job Description : 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 ...


  • Waterloo, Canada Equitable Life of Canada Full time

    At Equitable Life of Canada, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and customer-responsive staff. Join...


  • Waterloo, 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...


  • Waterloo, 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...

  • Program Strategy

    6 days ago


    Waterloo, Canada Sun Life Full time

    Our student and new graduate programs offer a chance to explore Sun Life from the inside. You’ll make a difference in the lives of our customers and communities, while building the skills and experience that allow you to grow in a meaningful and rewarding way. The Growth & Performance Marketing team within Sun Life’s Client Experience Office has...


  • Waterloo, Canada Sun Life Full time

    Job Description : We seek a strategic individual contributor to join our Enterprise Data architecture team as a Director, Enterprise Data Architecture . This leadership role is responsible for designing critical enterprise data strategy in consultation with Sun Life’s business and enterprise partners, including the holistic alignment of technologies,...


  • Waterloo, ON, Canada Sun Life Financial Full time

    Director, CX and Market Research Insights page is loaded Director, CX and Market Research Insights Apply locations Toronto, Ontario Waterloo, Ontario time type Full time posted on Posted Yesterday job requisition id JR00096739 You are as unique as your background, experience and point of view. You'll work with dynamic colleagues - experts in their fields...