Director building InvestX’s Canadian institutional investor business and raising capital for late - stage private technology funds. Managing pension, endowment, foundation, consultant, and OCIO relationships.
About the role
- Strategy director advancing Sun Life Canada’s insurance, wealth, and financial-services priorities. Leading strategic analysis, board reporting, transformation, and executive stakeholder initiatives.
Responsibilities
- Conduct quantitative and qualitative research and analysis independently
- Prepare and deliver recommendations on priority strategic questions for the Canadian Business
- Develop and syndicate board-level and public-facing strategy documents
- Engage executive stakeholders
- Collaborate with strategy team members and partners across the business
- Support delivery of strategic projects through workstream management, problem definition and structuring, cross-functional collaboration, status updates, and timely execution of deliverables
- Conduct financial and business analysis using business strategy frameworks
- Interpret analytical results and generate insights and recommendations
- Manage and deliver quarterly board reports and annual report MD&A
- Support Sun Life Canada's key strategic priorities, including digital initiatives and operational efficiencies through AI technologies
- Prepare and deliver formal presentations and informal updates for senior management
- Present results, engage partners in discussions, and support execution of next steps and recommendations
- Report to the AVP, Canada Strategy and Enablement
Requirements
- Minimum 4 years of relevant business experience
- University degree in business administration, finance, economics, engineering, or related discipline
- Experience in management consulting, corporate strategy, a startup, Chief of Staff, or equivalent role
- Experience collaborating directly with very senior stakeholder groups, including C-Suite and Senior Vice President levels
- Experience in digital strategy and transformation is an asset
- Strong conceptual problem-solving skills, including structuring business problems, formulating and testing hypotheses, and developing recommendations
- Strong analytical skills and proficiency in financial modelling tools and techniques, especially Excel
- Ability to conduct quantitative and qualitative analysis and interpret and synthesize results
- Experience conducting in-depth secondary research; primary research experience is an asset
- Excellent oral and written communication and presentation skills
- Ability to prepare formal business reports and presentations using PowerPoint
- Strong interpersonal and stakeholder management skills
- Strong project management skills and ability to prioritize and organize work effectively under tight timelines
- High attention to detail
- Strong, preferably expert, knowledge of Microsoft Office products, including Excel, PowerPoint, and Word
- Bilingual French and English, oral and written, required for Quebec-based roles
Benefits
- Hybrid work arrangement with flexibility to work from the office and virtually
- Supportive, flexible, and inclusive work environment
- Career learning, growth, and development support
- Incentive plans for eligible employees, subject to individual and company performance
- Accommodation support during the application process
- Alternative-format job postings upon request
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