Manager, Account Resolution

3 weeks ago

Toronto, 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.

SLGI Asset Management brings together the strength of Sun Life Financial with the best in asset management from around the world to offer a line-up of unique world class investment solutions.

As the Manager, you will lead the Account Resolution Team supporting the SLGI Asset Management business line. You will be responsible for building a high performing service team and creating a work environment with exceptional engagement. You are detail-oriented with a focus on continually striving for clarity and structure of business processes, policies, and standard operating procedures. You have a demonstrated ability to lead a high performing team and leverage strong change management capabilities. You have an ability to influence and build strong relationships with internal and external business partners.

**What will you do?**
- Conduct operational assessments, develop, implement and support policies and procedures to ensure optimum quality and service delivery for Not In Good Order (NIGO) handling
- Achieve high level of quality for ART through support of training, and coaching employees; capacity planning; communicate performance expectations and compensation decisions
- Prepare required status and performance reports through analysis and summarizing data and trends
- Stay current with industry best practices and proactively seek out, analyze, and present best practices for consideration and solution development
- Maintain a thorough understanding of the Canadian segregated and mutual fund markets including competitor activity and SLGI competitive position
- Support Training and Development program by identifying solutions and opportunities that support a strong culture of ongoing people development
- Foster and promote a work environment that values people, invites creativity, celebrates learning and accountability, and encourages employee participation and engagement
- Represents the Account Resolution Team on projects and initiatives to support as a SME, as needed
- Establish and embed with team a strong risk culture to ensure that an effective risk management lens is applied under the 3 Lines of Defense framework
- Manage internal operational risk and compliance matters and ensure that the team is compliant with our policies through:

- Support of annual audit activities by collaborating with internal and external audit teams to ensure audit inquiries and gaps are addressed
- Responsibility for day-to-day compliance (ie: regulatory requirements, SLF and SLGI policies and procedures), and identifying/assessing compliance risks
- Participate in budget reviews and analysis and make budget recommendations

**What do you need to succeed?**
- Undergraduate degree or College diploma in Business or another related field
- 5+ years in a leadership role within the Financial Services industry, particularly with Mutual Funds and Segregated Funds and a familiarity of Fundserv, Regulatory and Compliance landscape
- Demonstrated experience managing, coaching, and leading a high performing team
- Comprehensive consulting and negotiating skills with the ability to impact and influence others
- Strong communication and collaboration skills with the ability to work with both internal and external partners
- In-depth problem solving, research and analytical skills with the ability to take initiative and make sound decisions
- Strong attention to detail, time management and organizational skills with a demonstrated ability to multitask and prioritize

**What’s in it for you?**
- 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
- The opportunity to move along a variety of career paths with amazing networking potential
- An environment of continuous learning and improvement
- We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work® Canada

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.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

**Salary Range**:
74,100/74 100 - 120,800/120 800

**Job Category**:
Sale

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