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Strategic Business Director

2 months ago

Toronto, Ontario, Canada Sun Life Full time
{"title": "Director, Retail Advice", "description": "Role 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.

They will work in a fast-paced and dynamic environment with senior executives and client-facing stakeholders to deliver direct and tangible impact.

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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