Sun Life

Financial Planning and Analysis

• Lead end-to-end coordination and execution of complex investment opportunities
• Establish governance structures, project plans, and decision-making forums
• Coordinate investment team inputs on returns, leverage, structures, capital requirements, and funding timelines
• Liaise across investment teams, business partners, support functions, and external stakeholders
• Coordinate investment recommendations, business cases, approval materials, memoranda, and presentations
• Lead local and global tax review coordination for fund investments and strategic transactions
• Coordinate legal and regulatory reviews of fund documentation, including LPAs, PPMs, and subscription agreements
• Support KYC/AML and entity documentation requirements
• Coordinate risk, capital, and governance reviews, including LICAT and local capital considerations
• Track governance approvals, conditions, and action items through execution and completion
• Lead operational readiness and onboarding for approved funds and investment mandates
• Coordinate implementation across Operations, Finance, Investment Operations, Technology, ALM, and external service providers
• Support execution of private market fund commitments and strategic investment initiatives
• Maintain and enhance the OCIO investment pipeline and transaction tracking framework
• Monitor opportunities from sourcing through funding and implementation
• Prepare executive reporting and governance materials for Corporate ALCO, senior leadership, and decision-making forums

Senior Director, Investment Execution

• Lead end-to-end coordination and execution of complex investment opportunities
• Establish governance structures, project plans, and decision-making forums
• Coordinate investment inputs including expected returns, leverage, investment structures, capital requirements, and funding timelines
• Serve as primary liaison across investment teams, business partners, support functions, and external stakeholders
• Manage risks, dependencies, and critical path activities
• Coordinate investment recommendations, business cases, and approval materials
• Prepare investment memoranda and presentations for senior management, investment committees, and governance bodies
• Coordinate local and global tax reviews for fund investments and strategic transactions
• Facilitate assessment of investment structures, tax efficiency, jurisdictional considerations, and blocker requirements
• Coordinate legal and regulatory reviews of fund documentation, including LPAs, PPMs, and subscription agreements
• Support KYC/AML and entity documentation requirements
• Coordinate risk, capital, and governance reviews, including LICAT and local capital considerations
• Track governance approvals, conditions, and action items through execution and completion
• Lead operational readiness and onboarding for newly approved funds and investment mandates
• Coordinate implementation across Operations, Finance, Investment Operations, Technology, ALM, and external service providers
• Support private market fund commitments and strategic investment initiatives
• Maintain and enhance the OCIO investment pipeline and transaction tracking framework
• Monitor opportunities from sourcing through funding and implementation
• Prepare executive reporting and governance materials for Corporate ALCO, senior leadership, and decision-making forums

Platform Engineer

• Support and manage the SIEM (Splunk Enterprise Security) within the Security Visibility squad
• Analyze information systems using cybersecurity techniques and lead security initiatives and enterprise-level projects
• Implement security solutions and perform proof-of-concept/proof-of-value evaluations for new technologies
• Support and maintain new and existing security technologies deployed within Sun Life
• Implement risk-driven security controls and provide subject matter expertise during audits
• Investigate and respond to security incidents according to defined SLAs
• Participate in 24x7 on-call support and major incident management calls
• Identify business risks and recommend strategies to address them
• Manage the capacity and resiliency of security systems protecting internal and client data
• Collaborate with security peers, vendors, Enterprise Infrastructure, IT Operations, Enterprise Architecture, and application development teams
• Use JIRA and Confluence to support digital transformation, estimate stories, define completion criteria, and track assignments
• Transition and operationalize projects and products, including developing RACI documentation, product documentation, and educating BAU teams
• Document, update, and maintain cybersecurity playbooks, policies, and knowledge base articles for Incident Management and CSIRT processes
• Continuously improve operational and security platform processes
• Assist the Senior Platform Engineer in planning, designing, implementing, and monitoring security technologies and projects

Security Platform Engineer, SIEM

Manager

• Lead evaluation, investigation, negotiation, and settlement of complex claims
• Balance policyholder interests with company objectives
• Supervise, mentor, and develop the claims team
• Oversee work assignments and performance management
• Monitor workflow and implement process efficiencies
• Ensure prompt and accurate claims processing
• Collaborate with third-party administrators, brokers, agents, policyholders, vendors, and legal counsel
• Drive business growth and maintain Sun Life's customer-service reputation

Senior Manager, Stop Loss & Health Claims

• Lead the evaluation, investigation, negotiation, and settlement of complex claims
• Balance policyholder interests with company objectives
• Supervise, mentor, and develop the claims team
• Oversee work assignments and performance management
• Monitor workflow and implement process efficiencies
• Ensure prompt and accurate claims processing
• Collaborate with third-party administrators, brokers, agents, policyholders, vendors, and legal counsel
• Drive operational effectiveness, business growth, and customer service excellence

Compliance

• Lead and manage the effective execution of compliance and governance initiatives for Group Disability
• Position Sun Life as a leader in Organizational Disability Management by identifying and delivering thought-leadership opportunities
• Serve as subject matter expert in disability management compliance and governance for complex, cross-functional strategic initiatives
• Enhance disability operations knowledge and develop innovative solutions with internal and external partners
• Create practical solutions addressing client needs and supporting sustainable recoveries
• Support continuous improvement initiatives through the Practice Excellence and Innovation team
• Author and maintain the Business Continuity Plan
• Manage daily Compliance and Governance inbox operations
• Oversee Privacy Breaches, LTD Large Benefit Payment Reports, Business Impact Assessments, and consent committees
• Manage Group Disability compliance and governance across SOX, 3416, Internal Audit, Deloitte, and OSFI frameworks
• Develop and enhance audit processes, including extended audits, trending analysis, audit narratives, matrices, and AVP National-level reporting
• Conduct attestations, substantive testing, risk validations, and Life Cycle Data destruction activities
• Identify, assess, monitor, and report financial and business risks within Group Disability activities
• Collaborate with Business Units and Corporate Risk Management to reinforce a risk-management culture
• Develop tools and frameworks for compliance and governance control analysis and management
• Provide compliance and governance support to Group Disability Claims operations and coordinate escalated case conferences
• Support Group Disability Claims initiatives from a compliance and risk perspective
• Provide leadership, management, and development support to Group Disability Learning & Development teams
• Document and communicate governance and compliance challenges, responsibilities, and developments

Senior Consultant, Compliance

Consultant

• Evaluate medical documentation to assess disability claims and functional capabilities
• Provide clinical insight on complex medical conditions, treatment plans, and recovery timelines
• Collaborate with claims professionals to synthesize facts and support quality decisions
• Educate and consult with physicians, vocational counselors, employers, and other stakeholders
• Communicate medical determinations via phone and written reports
• Support return-to-work planning through evaluation of restrictions, accommodations, and functional potential
• Participate in peer collaboration and claims roundtables to share best practices
• Mentor peers and educate internal teams on clinical topics and trends
• Apply clinical expertise as part of an interdisciplinary Clinical Services team focused on returning clients to optimal productivity
• Perform work using electronic medical records and phone/fax communication; no hands-on assessment or direct care

Clinical Consultant

• Evaluate medical documentation to assess disability claims and functional capabilities
• Provide clinical insight on complex medical conditions, treatment plans, and recovery timelines
• Collaborate with claims professionals to synthesize facts and support quality decisions
• Educate and consult with physicians, vocational counselors, employers, and other stakeholders
• Communicate medical determinations via phone and written reports
• Support return-to-work planning through evaluation of restrictions, accommodations, and functional potential
• Participate in peer collaboration and claims roundtables to share best practices
• Mentor peers and educate internal teams on clinical topics and trends
• Perform all work using electronic medical records and phone/fax communication; no hands-on assessment or direct care

• Lead and manage the effective execution of compliance and governance initiatives
• Position Sun Life as a leader in Organizational Disability Management by identifying and delivering thought-leadership opportunities
• Serve as subject matter expert in disability management compliance and governance for complex, cross-functional strategic initiatives
• Enhance disability operations knowledge and develop innovative solutions with internal and external partners
• Create practical solutions addressing client needs and supporting sustainable recoveries
• Support continuous improvement initiatives through the Practice Excellence and Innovation team
• Author and maintain the Business Continuity Plan
• Manage daily Compliance and Governance inbox operations
• Oversee Privacy Breaches, LTD Large Benefit Payment Reports, Business Impact Assessments, and consent committees
• Manage Group Disability compliance and governance across SOX, 3416, Internal Audit, Deloitte, and OSFI frameworks
• Develop and enhance audit processes, including extended audits, trending analysis, audit narratives, and matrices, with AVP National-level reporting
• Conduct attestations, substantive testing, risk validations, and Life Cycle Data destruction activities
• Identify, assess, monitor, and report financial and business risks within Group Disability activities
• Collaborate with Business Units and Corporate Risk Management to reinforce a Risk Management culture
• Develop tools and frameworks to enhance compliance and governance control analysis and management
• Provide compliance and governance support to Group Disability Claims operations and coordinate escalated case conferences
• Support Group Disability Claims initiatives from a compliance and risk perspective
• Provide leadership, management, and development support to Group Disability Learning & Development teams
• Document and communicate governance and compliance challenges, responsibilities, and developments

Data Scientist

• Translate business goals into analytical problems
• Identify optimal algorithms, statistical techniques, and GenAI architectures
• Develop ML and data science products, including GenAI applications, with cross-functional teams
• Apply descriptive, predictive, and machine learning methods from design through implementation
• Perform feature engineering, model training, model evaluation, and LLM prompt engineering
• Design, develop, and deploy GenAI solutions including AI agents, chatbots, and autonomous systems
• Research and pilot GenAI technologies, RAG techniques, and agentic frameworks
• Implement AI bots and agents with advanced reasoning and tool-use patterns
• Use vector databases and embedding models for intelligent information retrieval
• Break development milestones into actionable goals, activities, and work plans
• Create and maintain technical design artifacts covering functionality, data models, interfaces, and integrations
• Engage and negotiate with stakeholders and present business recommendations and findings
• Champion continuous improvement and foster innovation within the analytics community

Senior Data Scientist

Insurance

• Lead the Insurance Sales Director team and translate Insurance Distribution strategy into consistent market execution
• Set priorities, make timely decisions and strengthen advisor and firm relationships
• Shape and evolve the sales strategy for the ISD channel
• Translate enterprise priorities into outcomes, boundaries, decision rights and performance measures
• Use market, competitive, advisor and Client insights to identify opportunities
• Connect product, channel, digital and enablement roadmaps to frontline execution
• Lead regional business planning to grow advisor relationships, expand advisor penetration and deliver life and health insurance sales outcomes
• Establish operating rhythms and pipeline visibility; use data and judgement to focus resources and remove barriers
• Strengthen advanced and large case support, including business owner and high-net-worth markets
• Champion a consistent advisor experience and Sun Life value proposition across regions
• Build a high-performing, future-ready team through direction, accountability, feedback, coaching, succession planning and development
• Create trust, inclusion and psychological safety
• Prepare the team for digitally enabled work and responsible use of data, AI and technology
• Build relationships across Distribution and product, underwriting, marketing, operations, analytics, technology, finance, risk and compliance
• Ensure sales activity complies with policies, procedures, guidelines and regulatory requirements
• Identify and manage sales, conduct, operational and reputational risks
• Manage resources responsibly and measure success through outcomes and Client impact

AVP, Insurance Distribution

Sales Operations Manager

• Develop and maintain the institutional sales enablement strategy, operating model, standards, and governance routines
• Design scalable playbooks, templates, workflows, scripts, onboarding resources, and adoption routines
• Own the sales activation framework, calendar, campaign enablement approach, and feedback loops with Marketing and Product
• Measure enablement effectiveness, adoption, data quality, activity trends, and process consistency
• Partner with Marketing to develop and govern institutional collateral, campaign materials, market updates, messaging architecture, and toolkit standards
• Govern content distribution and version control for institutional sales materials, product updates, and client communications
• Own the workflow management operating model, intake rules, prioritization criteria, workflow standards, and reporting routines
• Govern CRM standards, required fields, reporting definitions, dashboard logic, adoption routines, and data-quality expectations
• Own RFP response platform governance, content library standards, workflow design, SME engagement, and continuous improvement
• Identify, test, govern, and scale responsible AI-enabled solutions
• Establish institutional data standards, reporting definitions, quality expectations, and governance routines
• Develop recurring process documentation, business routines, and enablement reporting standards
• Partner with Legal, Compliance, Portfolio Management, Product, Marketing, Operations, and Innovation to meet regulatory, brand, governance, and operational requirements
• Align priorities, clarify decision rights, and improve accountability across institutional sales enablement activities
• Report to the Director, Institutional Sales Enablement
• Day-to-day request fulfilment, client/prospect customization, presentation assembly, live RFP coordination, report production, and service delivery are owned by Institutional Sales Support

Senior Manager, Institutional Sales Enablement

Director

• Provide advanced tax, legal, estate, and financial planning expertise and advice to EFPS and sales teams
• Participate in joint field work with EFPS, Advisors, Clients, accountants, and lawyers
• Identify and promote tax and financial planning opportunities related to estate planning, wealth planning, risk management, and business succession
• Resolve advanced cases and devise sound Client solutions, including research and direct Client interaction
• Build EFP and Advisor capability through seminars, workshops, and presentations
• Deliver and promote sales tools supporting Sun Life products and financial planning concepts
• Deliver Client seminars and associated materials
• Maintain current knowledge through research and industry profile-building activities
• Contribute to the Financial Planning Centre of Excellence through knowledge sharing, process development, tools, and thought leadership
• Share accountability for large and complex insurance case business and technical content and education

Director of Advanced Planning

Full-stack Engineer

• Design, develop, test, and maintain software solutions supporting the agentic QE orchestration tool.
• Build and enhance AI-enabled capabilities that improve engineering productivity and quality outcomes.
• Design and implement agentic workflows involving testing, automation, and software delivery processes.
• Develop integrations between AI agents, engineering tools, testing frameworks, and platform services.
• Contribute to AI-assisted testing capabilities and engineering automation solutions.
• Collaborate with cross-functional engineering teams to identify platform improvements and innovation opportunities.
• Develop APIs, services, and applications using modern software engineering practices.
• Participate in technical design discussions and improve platform architecture and engineering outcomes.
• Contribute to platform standards, reusable components, and engineering best practices.
• Support experimentation and proof-of-concept activities involving emerging technologies and AI-enabled solutions.
• Use Agile delivery practices and continuous feedback to iteratively improve platform capabilities.
• Share knowledge, collaborate with peers, and foster technical growth across the team.
• Support platform users through troubleshooting, technical consultation, and enablement activities.

Senior Software Engineer

People Operations

• Provide first-level escalation for complex HR inquiries
• Provide operational and transactional support for Workforce, Benefits, Payroll, Compensation, and Leave Management Operations
• Process and monitor intake volumes and ensure cases and transactions are assigned, answered, and resolved efficiently
• Execute HR operations transactions in Workday and ADP GlobalView
• Coach employees and managers on self-service transactions and HR Operations portal navigation
• Escalate complex inquiries and transactions to appropriate teams and provide functional support
• Log, track, and resolve inquiries in Workday Case Management
• Maintain closed-loop case management processes and escalation procedures
• Meet defined SLAs and KPIs
• Interpret HR policies and procedures and assist with sensitive issues and policy exceptions
• Partner with management and leadership to improve inquiry management processes, procedures, and technologies

Senior Director, Investment Execution

Senior Director, Investment Execution

Security Platform Engineer, SIEM

Senior Manager, Stop Loss & Health Claims

Senior Manager, Stop Loss & Health Claims

Senior Consultant, Compliance

Clinical Consultant

Clinical Consultant

Senior Consultant, Compliance

Senior Data Scientist

AVP, Insurance Distribution

Senior Manager, Institutional Sales Enablement

Director of Advanced Planning

Senior Software Engineer

Senior People Operations Specialist