Product Owner, Advisor Journey
4 weeks ago
Job Description
:Sun Life Retail Advice & Solutions (RA&S) is one of the leading financial institutions in Canada that offers Canadians holistic advice and innovative solutions including insurance, wealth and health through a team of digitally-enabled and insights-driven human advisors. We are on an exciting journey to create exceptional digital experiences that delight retail Clients while integrating engagement with human advisors.
Reporting to the Director, Hub Owner, Advisor Journey, as the Product Owner you will execute on the strategy to create capabilities that will provide ease and convenience to Advisors, making it easier for them to do business with Clients, increase productivity and growth.
This is your chance to directly impact the business as the Product Owner and make it easy to work with Sun Life
In this role you will work with an agile team to manage activities within delivery teams and partner with Digital Business Technology & Solutions, SLFD, Client Experience Office (CXO) and other Sun Life business units / functions as needed.
What will you do?
Journey experience vision and strategy
Support Journey Owners in the design of clear journey experience vision aligned to SLFD business strategy and outcomes
Develop and deliver roadmaps that are aligned to target journey maps and story maps
Be accountable for journey objectives and key results (OKRs)
Digital experience and capability development
BUILD AND DEPLOY COMPELLING ADVISOR FACING FEATURES AND CAPABILITIES
Continuously monitor and measure end-user behaviours and usage of the product to inform ongoing refinement of product roadmap and feature pipeline
Integrate usability studies and research into product requirements to enhance user satisfaction and ensure user-driven design. Engage with Advisors during the requirements life cycle.
Maximize the value produced by agile team by ensuring the digital feature meets the users’ needs and aligns to journey vision
Planning and execution
Work with the Director, Hub Owner to translate product vision into a strategic yet pragmatic roadmap that feeds into a continuously prioritized backlog(s)
Solve complex issues through in-depth research, identifying options and evaluating to recommend a proposed approach
Collaborate with the agile delivery team and ensure the product delivers as intended and dynamically adjusting plans to deliver on OKRs
Review QA test plans to align with acceptance criteria, facilitate testing and review of early builds for adherence to functional requirements
Support business validation to ensure that features work as designed and ensure data integrity.
Partner with SLFD Change Management to develop and execute on adoption strategy to drive Advisor usage of digital tools and capabilities
Proactively identify potential issues and risks to ensure goals are achieved
Ensure product addresses applicable legal, compliance regulatory and internal policy requirements
Stakeholder management
Identify areas of the business affected by product delivery and determine appropriate approach to engage with relevant stakeholders
Escalate and keep stakeholders informed of key issues, risks and interdependencies
Collaborate with key partners including Advisors, field management, Digital Business Technology & Solutions, CXO and other business units and functions (e.g., legal, compliance, risk)
Build and manage relationships with key partners, including effectively engaging executives
Communication and relationship management
Proactively stay in touch with internal partners to maintain an understanding of new developments in their areas and identify opportunities for collaboration
Tailor both written and verbal communication based on audience and situation to maximize buy-in and establish productive working relationships
What do you need to succeed?
5+ years of relevant agile digital delivery experience
Domain expertise, knowledge of Retail Distribution, Wealth and/or Insurance space
Proven track record of implementation of systems or digital capabilities in Financial Services
Strong business acumen and foundational quantitative skills
Demonstrate knowledge of technology platforms and/or technical proficiency
Strong knowledge of user-centric design principles
Product Owner Certification
Post-Secondary degree in business or related field
What’s in it for you?
• Being part of our journey in developing the next greatest digital experience
• Agile behaviours, faster decisions and learning as we go
• An environment of continuous learning, development, and improvement
• A collaborative and interactive team environment
• We’re honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work® Canada
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