Integration & Enablement Program Manager

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.

Job Description:

We are seeking a dynamic and experienced Integration & Enablement Program Manager. This role will oversee complex and high-profile Advisor Transitions, ensuring that Advisors and their teams seamlessly integrate onto our platform. As the strategic leader, you will drive continuous improvement and ensure that best practices are followed across the team. This team and the Program Manager will serve as the primary point of contact for high-profile Advisors throughout the transition process, providing guidance and resolving any issues.

As the Program Manager, you will

• Be responsible for the managing Advisor transitioning streams and project activities.

• Ensure operational readiness to continuously improve transition processes.

• Monitor, track and report transitional status, risk, and impacts.

What will you do?

• Manage the end-to-end transition process for high-net-worth individuals and large advisory teams.

• Design and implement tailored transition plans to meet the specific needs of Advisors and their clients.

• Ensure efficient onboarding, including system setup, regulatory transfers, and training.

• Collaborate with internal departments to streamline and enhance transition processes.

• Develop risk mitigation strategies for transitions and troubleshoot any issues that arise.

• Manage escalations and challenges during transitions to ensure minimal disruption to the business.

• Establish and track key performance indicators (KPIs) related to advisor transitions.

• Provide leadership with regular updates on transition progress, potential risks, and post-transition feedback.

What do you need to succeed?

• Managerial work experience in the financial services industry with a general working knowledge of all divisional products and processes surrounding the sale and processing of such activity.

• Post secondary education in Business or Project Management. CSC completion preferred.

• Knowledgeable on Mutual Funds / Investment platforms.

• Must be able to communicate clearly and concisely the goals and objectives of the organization to all stakeholders. Must be able to effectively communicate to various audiences and all levels of staff. Positive and collaborative approach to teamwork and effective listener. Possess excellent written and oral communication skills. Must possess excellent customer service skills with strong phone etiquette. Must be able to influence and teach a team of staff and encourage them. Must have the ability and willingness to align one's own behavior with the needs, priorities, and goals of the organization.

• Able to multi-task, prioritize and meet tight deadlines. Should be comfortable working in a fast-paced environment and detail oriented. Various key responsibilities require strong time management skills; must be able to make independent decisions and be confident that correct action has been taken, and must be able to identify a problem, obstacle or opportunity and take action to address current or future problems or opportunities.

• Must also be able to foresee the impact on other departments of a change in policy or procedure; must have the ability to build, maintain and manage ethical relationships, networks or contacts with people who are helpful in achieving work-related goals.

• Ability to oversee/manage multiple Transitions effectively and a capacity for dealing with tight deadlines; must possess excellent time management skills with a strong ability to prioritize.

• Must be extremely proficient at using the Microsoft Office suite of products.

Notes:

• Some travel is required within Canada

What's in it for you?

• Time off giving you the flexibility to focus on the moments that matter including 20 vacation days per year

• Flexible Benefits from the day you join to meet the needs of you and your family

• Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making

• contributions.

• The opportunity to move along a variety of career paths with amazing networking potential

• Flexible hybrid work model

• Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives

• A friendly, collaborative, and inclusive culture

• We're honoured to be recognized as a 2024 Best Workplace in Canada by Great Place to Work® Canada

#LI-Hybrid

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com.

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.

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