Director, Retail Advice Strategy
5 days ago
Job Title: Director, Retail Advice Strategy
Job Summary:
Sun Life Retail Advice & Solutions (RA&S) is a leading financial institution that offers Canadians holistic advice and solutions, including insurance, wealth, and health.
The Director, RA&S Strategy will support the evolution of the business strategy to enable RA&S in achieving sustainable competitive advantage, growth, and profitability. They will collaborate cross-functionally and design strategic initiatives to enable the business strategy.
Key Responsibilities:
- Support driving RA&S Leadership team strategic agenda to reflect current and forecasted business environment
- Drive 5-year strategic planning process collaborating with business partners, RA&S Finance, and Canada Strategy team
- Support facilitating strategy sessions, workshops with RA&S Leadership team and partners to dynamically track and adapt strategy
- Develop strategic roadmap and identify execution implications by working with Business Architecture team to determine business planning implications and strategic business capabilities required in the medium-term horizon
- Maintain awareness of key market and competitive trends, developments
- Identify competitive trend implications to RA&S business
- Effectively communicate insights to executive-level audiences
- Review strategic issues and new opportunities to design initiatives and roadmaps
- Collaborate with business partners to conduct fact-based analysis, provide decision support, and establish business cases
- Tailor verbal and written communications based on audience and situation
- Independently drive and execute strategic projects
- Partner with Canada Strategy team to work on projects that have cross-business unit implications
- Build business acumen and expertise to support delivering impactful strategies
Requirements:
- Minimum 10 years of relevant business experience, ideally within insurance, wealth management, or financial services; knowledge of Sun Life's businesses would be an asset
- University degree in business or related discipline; MBA or other relevant advanced degree is an asset
- Owner's mindset with the ability to independently deliver on projects with appropriate judgment
- Demonstrated experience working with senior stakeholders
- Results-oriented project management skills; well-organized, with a high attention to details
- Resourceful and rapid learner, able to work across many topics and domains
- Ability to interpret data analysis results, and writing reports/presentations to executive audiences
- Strong knowledge of distribution, wealth, and/or insurance space
- Strong creative and analytical problem solver, with a solid background working with data, conducting quantitative and qualitative analysis
- Management consulting experience would be an asset
Why Sun Life?
- We're honored to be recognized as a 2024 Best Workplaces in Ontario by Great Place to Work Canada.
- Wellness programs that support the three pillars of your health – mental, physical, and financial.
- The opportunity to move along a variety of career paths with amazing networking potential.
- 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.
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