AVP, CXO Strategy & Transformation

Sun Life • Toronto, ON

1d • CA$140,000 - CA$225,000 • Hybrid

About The Position

Sun Life is a leading international financial services organization with $1.3 trillion in assets under management, providing protection and wealth products to individuals and corporate clients. Chartered in 1865, Sun Life celebrated its 150th anniversary in 2015. The Client Experience Office (CXO) aims to build and deliver a holistic "One Sun Life" experience to Clients, focusing on attracting and engaging Clients through marketing, designing and delivering client journeys, exceptional digital experiences, and deepening relationships through personalized engagement. Sun Life is committed to sustainability and is recognized on the Global 100 Most Sustainable Corporations in the World list.

Requirements

• 10+ years of progressive experience in strategy, transformation, business management, consulting, financial services, client experience, operations, technology enablement, or related corporate leadership roles.
• Demonstrated experience supporting or leading enterprise transformation, strategic planning, executive governance, portfolio management, or performance management.
• Strong experience working with senior executives and preparing materials for executive committees, leadership teams, Boards, or equivalent senior governance forums.
• Proven ability to build strategic narratives, simplify complex issues, and connect strategy, financials, risk, technology, client outcomes, and execution.
• Experience developing performance management routines, dashboards, business reviews, scorecards, management reporting, or executive reporting processes.
• Strong financial and analytical acumen, including the ability to interpret cost structures, investment trade-offs, technology spend, business performance, and operational metrics.
• Experience working across cross-functional teams, including Technology, Finance, Data, Digital, Marketing, Operations, Risk, and business partners.
• Experience leading teams, developing talent, and building operating models or ways of working in a complex matrixed environment.

Nice To Haves

• Problem Solving & Insights: Big picture thinking. Excellent strategic thinking and framing capabilities. Strong judgment for value and prioritization. Capability to go beyond the obvious and identify critical insights, based on qualitative and quantitative analysis. Capability to design appropriate analytical approaches, drive through analysis and distill evidence-based insights to make business recommendations.
• Practicality & Effectiveness: Bias for action. Capability to apply 80/20 to make sensible decisions and stay on course when facing obstacles. Capability to collaborate with internal and external counterparts to identify discrepancies and find actionable solutions. Business and organizational acumen to apply a feasibility filter on strategic recommendations and executional tasks.
• Communication & Presence: Succinct and convincing communication styles, in verbal and written formats. Professional and mature presence. Credibility in formal and casual discussions.
• Team Capability: in day-to-day team leadership and guidance. Willingness and capability to coach and develop people.

Responsibilities

• Build and mature the transformation capability within CXO, including disciplines, forums, metrics, decision processes, and execution routines.
• Support the development of a clear transformation agenda across strategic priority areas.
• Partner with business stakeholders to optimize the operating model.
• Programmatically manage CXO priorities, ensuring investments are linked to strategy, engagement, sales enablement, experience outcomes, and risk reduction.
• Support the development of CXO’s AI narrative.
• Lead the development of CXO’s insights agenda, moving from fragmented data to a disciplined, insight-driven management system.
• Partner with the Data organization on data production while owning the interpretation, synthesis, and business application of insights.
• Translate data into clear implications for strategy, investment, performance, risk, client behavior, advisor dynamics, and franchise-level opportunities.
• Triage and manage analytics and reporting requests, balancing stakeholder needs with capacity, strategic relevance, and cost discipline.
• Ensure insights are clear, actionable, and tailored for senior audiences.
• Redesign CXO’s performance reporting in partnership with Finance, simplifying reports and replacing activity-based reporting with outcome-oriented management routines.
• Assess current reporting, processes, accountabilities, and team activities to strengthen alignment, simplify ways of working, and focus effort on high-value priorities.
• Build a modern monthly and quarterly business review model linking strategy, outcomes, initiatives, financials, risks, dependencies, and decisions.
• Partner with Finance and business stakeholders to ensure performance reporting aligns with financial reporting, cost management, planning, and prioritization.
• Create executive-ready performance narratives explaining progress, trade-offs, risks, gaps, and decisions required.
• Identify and address duplication, legacy reporting layers, and inherited processes.
• Lead the development of a cohesive CXO-wide strategy, ensuring it is owned centrally and connected across each CXO vertical.
• Develop a clear CXO-wide story outlining priorities, planned changes, key investments, and path to execution.
• Support Canada Executive Team (CET), Board, and senior executive reporting by creating concise, integrated materials.
• Conduct deep strategic workups across key CXO domains to inform activation plans, investment priorities, transformation sequencing, and leadership decisions.
• Establish mechanisms to set and maintain the transformation tempo for Canada.
• Clarify distinctions between product, experience, engagement, communications, and enterprise strategy.
• Support the development of communications and engagement strategies to activate CXO priorities.

Benefits

• Competitive salary and bonus program
• Flexible group insurance program starting on your first day of work
• 20 vacation days per year
• Share Ownership Program with employer matching contributions
• Supportive, flexible, and inclusive work environment
• Hybrid organization offering choice and flexibility to work from both the office and virtually

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed