Sun Life

Business Analyst

• Support day-to-day workforce planning and operational execution across internal FTE teams and BPO partners
• Apply workforce management expertise in forecasting, BPO performance management, real-time intraday monitoring, scheduling, adherence, and off-phone activity planning
• Track BPO partner performance metrics and prepare business review materials and supporting analysis
• Maintain and update workforce capacity models for routine and ad hoc capacity planning
• Develop and maintain reports analyzing support volume trends, agent productivity, vendor performance, and operational outcomes
• Translate workforce data into recommendations for leadership
• Partner with leadership on short- and long-term capacity needs, staffing scenarios, and internal FTE versus BPO tradeoffs
• Identify operational inefficiencies and recommend improvements to service level, average handle time, occupancy, adherence, and forecast accuracy
• Monitor real-time adherence for BPO, outsourcer, and internal agents
• Forecast contact volume, training, team and project work, paid time off, personal leave, and other staffing factors
• Manage scheduled and unscheduled paid time off requests and update staffing plans in real time
• Use workforce management software, call center operations knowledge, and contact center KPIs in a multi-line-of-business environment
• Communicate with internal and external partners to track progress, resolve issues, and support business objectives
• Generate and communicate off-phone activity reports, staffing updates, performance measures, and call statistics
• Develop reports, maintain spreadsheets, identify trends, and address operational issues with management
• Recommend and implement staffing, schedule, and shift changes based on volume trends and call traffic
• Report to the Senior Manager, Workforce Management
• Perform other duties as assigned

Workforce Management Analyst

• Provide advanced tax and estate planning solution advice to high net worth end-clients through financial advisors
• Educate financial advisors and internal audiences on tax-efficient products and services
• Keep regional sales teams current on tax and estate planning solutions
• Partner with the Regional Sales Director to drive wealth and insurance product sales
• Provide advisors with case consultation and support for tax-efficient insurance solutions
• Promote and deliver tax and estate planning advice to sales teams and distribution partners
• Deliver tax presentations to large audiences
• Promote sales tools, financial planning concepts, and specialty needs analyses
• Consult with high net worth clients, accountants, and lawyers to identify tax-planning opportunities
• Build and enhance relationships across Sun Life distribution channels
• Create and deploy consumer and allied-advisor reference materials
• Deliver presentations, training workshops, and client seminars
• Participate in case development, research, and special illustrations
• Participate in industry profile-building activities
• Research current tax and estate planning issues

Director, Advanced Planning – Tax and Estate Planning

Advisor

• Build long-term relationships with people and help them plan financially for different life stages
• Work out of a local Sun Life District office
• Gain knowledge of Sun Life products, tools, processes, and practical skills while working directly with Sun Life Clients
• Obtain dual licensing in insurance and mutual funds
• Handle inbound and outbound calls providing holistic life, health, and wealth solutions
• Complete business development activities and identify personal market opportunities
• Execute activities in preparation for program graduation and launch of an advisor career
• Split time between the Prospr advisor team, reporting to an ADP Sales Manager, and exposure to a standalone advisor role with the local Sun Life District leadership team

Advisor Trainee – Advisor Development Program

Claims Specialist

• Manage overall claim risk, including pay/deny decisions, by applying contract language and developing action plans for complex Stop Loss claims
• Coordinate complex claims activity across multiple parties
• Identify and monitor evolving medical and prescription drug trends
• Apply responsive case management strategies
• Resolve unique or precedent-setting matters using complex claim practices and legal precedents
• Establish, refine, and institutionalize claims policies and best practices with peers and leadership
• Manage communications with policyholders, administrators, top-tier brokers, sales representatives, vendors, and internal partners
• Coach and mentor less experienced team members
• Develop learning modules and support technical development
• Train new hires on accurate claim reimbursement practices and client service expectations
• Manage monthly accommodation advance payment claims and assigned claim blocks while maintaining turnaround times and service quality
• Stay current on industry practices and contribute to evolving claims management techniques
• Serve as a departmental leader and subject matter expert
• Participate in field visits and settlement discussions

Senior Claims Analyst, Health and Risk Solutions

• Manage overall claim risk, including pay/deny decisions, for complex Stop Loss claims
• Coordinate complex claims activity across multiple parties
• Identify and monitor medical and prescription drug trends
• Apply case management strategies to evolving claims matters
• Resolve unique or precedent-setting matters using complex claim practices and legal precedents
• Establish, refine, and institutionalize claims policies and best practices
• Manage communications with policyholders, administrators, brokers, sales representatives, vendors, and internal partners
• Coach and mentor less experienced team members
• Develop learning modules and support technical development
• Train new hires on claim reimbursement practices and client service expectations
• Manage monthly accommodation advance payment claims and assigned claim blocks
• Maintain turnaround times and service quality
• Contribute to evolving claims management techniques
• Serve as a departmental leader and subject matter expert
• Participate in field visits and settlement discussions

Recruitment

• Lead the Early Careers Talent Acquisition Consultants and Specialists team through regular 1:1 meetings, mentorship, and leadership meetings
• Lead the full recruitment cycle, including posting, resume screening, interviews, debriefs, and offers
• Develop a comprehensive campus strategy based on market data and expertise
• Build strategic partnerships with business units to enhance campus recruitment and consult with business partners
• Contribute to the portfolio's social media strategy
• Create, measure, and report on ROI, KPIs, and DEI initiatives
• Lead continuous improvement of campus recruitment strategies, partnerships, and processes
• Attend and/or lead internal and external events in various locations during business and non-business hours
• Manage onboarding and performance for students in the portfolio
• Lead student initiatives and contribute to student success and development

Senior Manager, Talent Acquisition – Early Careers

Analyst

• Contribute to a global Cloud Center of Excellence focused on delivering cloud solutions
• Support the design, implementation, and ongoing operation of cloud infrastructure and platform services
• Collaborate with CCoE squads and stakeholders to ensure project execution and business and strategic alignment
• Support internal consumers adopting cloud services and self-service platform capabilities
• Develop automation scripts and tools for deployment, monitoring, and maintenance
• Work within an Agile team to deliver platform enhancements and strategic business initiatives
• Assist with modernizing legacy workloads and operational processes using cloud platforms and container-based services
• Support proof-of-concept initiatives, technical evaluations, and implementation activities
• Troubleshoot issues, resolve incidents, and contribute to operational stability with support and engineering teams
• Apply security best practices and comply with company security directives
• Participate in security engineering and support cloud audit, risk, and compliance requirements
• Create and maintain documentation, procedures, and troubleshooting guides
• Provide on-call availability outside regular hours for client-impacting changes or troubleshooting, supporting 24x7 operations

Cloud Analyst

• Lead the Early Careers Talent Acquisition Consultants and Specialists team through regular 1:1 meetings, mentorship, and leadership meetings
• Lead the full recruitment cycle, including posting, resume screening, interviews, debriefs, and offers
• Develop a comprehensive campus strategy based on market data and expertise
• Build strategic partnerships with business units to enhance campus recruitment and advise business partners
• Contribute to the portfolio's social media strategy
• Create, measure, and report on ROI, KPIs, and DEI initiatives
• Lead continuous improvement of campus recruitment strategies, partnerships, and processes
• Attend and/or lead internal and external events during business and non-business hours
• Manage onboarding and performance for students in the portfolio
• Lead student initiatives and contribute to student success and development

Product Marketing

• Set the strategic direction for SLGI’s product portfolio and align the roadmap with client needs, market opportunities, growth priorities and enterprise objectives
• Lead product development for mutual funds, ETFs, target date funds, segregated funds, annuities, GIAs and GICs
• Lead integrated go-to-market strategies to strengthen the brand, deepen advisor and client engagement and drive profitable growth
• Represent SLGI through thought leadership, industry forums, partner engagements and strategic client conversations
• Use analytics, client research and competitive intelligence to identify growth opportunities and improve business outcomes
• Attract, develop and retain a high-performing, diverse team; build succession depth and foster accountability, innovation and continuous improvement
• Provide executive leadership for product strategy, roadmap and product shelf management from opportunity identification through post-implementation review
• Drive innovative product solutions and ensure competitive product design and client interests
• Ensure products meet profitability targets and regulatory requirements
• Oversee products post-launch and recommend product mergers and closures
• Provide product support to retail and institutional distribution teams, including sales concepts, product positioning, training and ongoing support
• Establish appropriate policies and improve processes and controls to mitigate investment and business risk
• Lead SLGI’s marketing, brand and communications strategy
• Translate market research, client insight and analytics into targeted positioning and messaging
• Partner with product, distribution, business development and enterprise teams to align marketing with growth objectives
• Build and manage strategic relationships with partners, asset managers and industry stakeholders
• Identify partnership opportunities supporting product innovation, distribution growth and competitive differentiation

VP, Product, Marketing & Strategic Partnerships

Manager

• Lead and support key portfolio management activities across the SLGI portfolio.
• Own governance, financial oversight, strategic planning, prioritization, capacity management, benefits realization, portfolio health, and leadership reporting.
• Lead portfolio financial management, including forecasting, actuals/variance analysis, cost allocation, capitalization/amortization, resource costing, benefits tracking, and reconciliation across Planview, Finance ledger, and forecasts.
• Own the Investments Registry and govern alignment across the Registry, Planview Portfolios, AgilePlace, and ledger reporting.
• Lead annual and quarterly portfolio planning, including intake, sequencing, capacity assessments, funding trade-offs, delivery constraints, dependencies, and prioritization recommendations.
• Monitor portfolio health across scope, cost, benefits, timeline, risk, capacity, and strategic outcomes.
• Challenge assumptions, align stakeholders, recommend a path forward, and drive issues through to resolution.
• Lead portfolio governance and executive reporting, including decision materials, planning and leadership forums, trade-off discussions, action management, and escalations.
• Drive continuous improvement across BPM’s operating model, processes, systems, and controls through automation, AI, dashboards, streamlined workflows, and consulting support on project impacts, risks, options, and future-state solutions.
• Partner across Finance, Journey and Platform teams, delivery stakeholders, and senior leadership.

Business Portfolio Manager

QA Automation Engineer

• Advance enabling technologies for Automation, Data & Analytics, DevOps, APIs, and Digital Assets within Network Services and business partners
• Help develop and deploy automation and analytical solutions, data extraction tools, visualizations, dashboards, and machine learning models
• Promote analytics throughout DBTS
• Collaborate with AACoE peers and ENS stakeholders to improve processes and increase efficiency
• Deliver effective and secure analytics and automation solutions
• Analyze data and communicate reports, transforming findings into actionable insights
• Support stakeholders in making informed business decisions
• Mentor technicians and strengthen their problem-solving skills
• Develop problem strategies and apply advanced problem management techniques
• Track and report problems and contribute to process-improvement feedback loops
• Prepare and present service-level updates and status reports on projects, network statistics, budgets, and related matters

Student, Junior Analytics and Automation Developer

• Manage the day-to-day operations of the Long Term Disability claims team
• Lead, hire, train, retain and motivate claims professionals
• Ensure efficient, effective and compliant team operations
• Evaluate team plans and drive continual improvement
• Develop and foster client relationships
• Collaborate with internal and external partners regarding client block profitability
• Address client complaints and issues promptly according to service standards
• Use operational metrics and reports to track trends and results and adjust tactics
• Develop and communicate internal policies, procedures and systems
• Support technology initiatives that enhance claims management efficiency
• Support and execute claim management initiatives
• Conduct internal and external training sessions
• Conduct internal and external claim audits
• Participate in new client prospecting and implementation
• Participate in industry meetings
• Participate in product development and enhancement
• Perform other assigned duties

Senior Manager, Claims

Full-stack Engineer

• Collaborate with team members to develop and deliver high-quality web applications meeting business needs
• Contribute to defining timelines and plans
• Analyze and estimate feasibility, cost, time, and scope
• Complete coding, testing, debugging, and implementation activities
• Support delivery of large-scale content management applications and MarTech initiatives
• Support project implementations and system upgrades, including periodic weekend/after-hours work as required

MarTech Software Engineer, Student

Cloud Engineer

• Assist with enabling and supporting cloud-based AI services and solutions, including AWS-based platforms and tooling
• Support infrastructure provisioning using Infrastructure as Code with CloudFormation and/or Terraform
• Help implement and improve automation, CI/CD pipelines, and operational workflows
• Assist with onboarding and supporting teams using shared AI and analytics platforms
• Contribute to documentation, runbooks, and knowledge base articles
• Participate in Agile ceremonies and collaborate with engineers, architects, and platform partners
• Learn how enterprise AI and analytics platforms are designed, deployed, and supported in production
• Observe and assist with monitoring, incident follow-ups, and KTLO operational support tasks
• Identify process improvement opportunities and suggest practical, innovative solutions
• Collaborate with Cloud, Security, Architecture, Data Science, and Analytics teams to deliver platform capabilities
• Apply automation-first and DevOps practices to improve reliability and operational efficiency
• Assist with supporting enterprise AI and analytics platforms such as AWS SageMaker and Snowflake

Student, Cloud Infrastructure Analyst

• Lead, mentor and develop the analyst team while promoting a collaborative, high-performance culture
• Develop annual review plans and schedules
• Support planning and coordination of branch oversight reviews for all Registered locations
• Conduct and review risk-based testing to identify trends and training opportunities
• Conduct and approve planning, scoping and sampling activities within Resolver
• Evaluate oversight procedures and testing programs
• Perform gap analysis to support continuous improvement, standardization and operational excellence
• Identify, communicate and escalate issues as appropriate
• Ensure corrective action plans are completed on time
• Track and report identified issues and remediation status
• Review Branch Oversight program outcomes for trends and risk-management opportunities
• Manage concurrent projects and initiatives with stakeholders while balancing competing priorities and timelines
• Work closely with the Branch Oversight Review team and Branch Oversight Analysts to identify trends and areas of risk

Workforce Management Analyst

Director, Advanced Planning – Tax and Estate Planning

Advisor Trainee – Advisor Development Program

Senior Claims Analyst, Health and Risk Solutions

Senior Claims Analyst, Health and Risk Solutions

Senior Manager, Talent Acquisition – Early Careers

Cloud Analyst

Senior Manager, Talent Acquisition – Early Careers

VP, Product, Marketing & Strategic Partnerships

Business Portfolio Manager

Student, Junior Analytics and Automation Developer

Senior Manager, Claims

MarTech Software Engineer, Student

Student, Cloud Infrastructure Analyst

Branch Oversight Manager