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Sun Life

Global financial services for insurance, investments

Manager 1 – Client Digital

Business AnalysisConfirmed live in the last 24 hours
Full-timeKowloon, Hong KongNo salary listedIn-person

About the Job

Requirements

  • Strong hands-on business analysis capability, including problem definition, requirements elicitation, stakeholder workshops, process and journey analysis, user stories, business rules, data requirements, acceptance criteria, and requirements traceability.
  • Ability to distinguish the underlying business or client need from a proposed solution and challenge requests constructively.
  • Experience managing demand intake and enhancement backlogs involving competing priorities and cross-functional dependencies.
  • Good understanding of digital-platform delivery across design, development, testing, release, stabilization, and continuous improvement.
  • Practical change management capability, including stakeholder and impact assessment, readiness planning, communications and training requirements, adoption support, reinforcement, and transition into business as usual.
  • Strong business-testing capability, including risk-based scenarios, defect assessment, regression coverage, sign-off, and post-release validation.
  • Ability to assess and communicate client impact, business value, operational impact, regulatory urgency, dependencies, and implementation risk.
  • Data and insight orientation across platform analytics, engagement funnels, Digital CSAT, client feedback, service data, and incident trends.
  • Strong stakeholder management, facilitation, negotiation, written communication, and documentation skills.
  • Awareness of privacy, information security, operational risk, conduct, and regulatory considerations for digital financial services.
  • A university degree or above in Business, Information Systems, Computer Science, Digital, Finance, Engineering, or a related discipline.
  • At least 6 years of relevant experience in business analysis, digital platform delivery, product management, process improvement, or technology-enabled change.
  • Strong hands-on experience leading business analysis for digital platforms, mobile apps, portals, servicing platforms, or other complex client-facing solutions.
  • Demonstrated experience in requirements elicitation, stakeholder workshops, user stories, acceptance criteria, and traceability.
  • Experience managing enhancement demand or product backlogs across multiple stakeholders.
  • Experience supporting delivery from problem definition through testing, implementation, and post-launch review.
  • Experience coordinating business acceptance testing, defect assessment, business sign-off, and implementation readiness.
  • Experience supporting digital change, including impact assessment, stakeholder engagement, communications, training or user-support readiness, adoption tracking, and post-launch reinforcement.
  • Experience working with Technology, Operations, Product, Design, Data, Risk, Legal, or Compliance teams.

Responsibilities

  • Lead end-to-end business analysis of client app enhancements, servicing changes, regulatory requirements, and business-as-usual improvements.
  • Define the underlying problem and intended outcome; analyze journeys, processes, systems, data, controls, and pain points; and translate agreed needs into delivery-ready requirements, user stories, process flows, business rules, data requirements, and acceptance criteria.
  • Maintain traceability and challenge incomplete or solution-led requests.
  • Manage structured intake and assessment of requests from business, Operations, Product, Distribution, Client Experience, Risk, and Compliance.
  • Assess client value, business value, operational impact, regulatory urgency, strategic alignment, expected outcomes, dependencies, and readiness.
  • Maintain a transparent backlog, facilitate prioritization, document decisions, and route items to the appropriate delivery path.
  • Maintain an end-to-end view across Life and Health, Wealth and Pensions, common-client, corporate-client, and advisor-supported journeys.
  • Identify cross-journey and cross-platform impacts, prevent fragmented experiences or inconsistent business rules, and incorporate client, advisor, usability, and operational feedback into requirements and backlog recommendations.
  • Act as the principal business contact through analysis, solution design, development, testing, implementation, and stabilization; coordinate business testing, acceptance, and sign-off.
  • Lead business change-impact assessment covering clients, advisors, frontline teams, Operations, processes, controls, communications, training, and support.
  • Confirm readiness evidence before release, monitor early adoption, and coordinate reinforcement after implementation.
  • Analyze production issues, recurring client or advisor enquiries, journey failures, and operational exceptions.
  • Clarify impact, affected segments, workarounds, communication needs, and priority for permanent resolution.
  • Convert recurring issues into structured backlog items and support post-release validation and stabilization.
  • Report demand intake, backlog health, progress, readiness, dependencies, risks, decisions, and outcomes.
  • Use platform analytics, adoption, usage, Digital CSAT, qualitative feedback, service data, and incident trends to identify improvements and support prioritization.
  • Define success measures, coordinate post-implementation reviews, and maintain governance records.

Desired Qualifications

  • Knowledge of life insurance, retirement, pension, wealth, claims, policy servicing, digital payments, or client self-service journeys.
  • Experience in insurance, pension, retirement, wealth, banking, claims, or digital servicing; regulated-industry experience is strongly preferred.
  • A relevant certification in business analysis, agile delivery, product management, or project management.

About the Company

Sun Life

Global financial services for insurance, investments

Sun Life provides a wide range of financial services worldwide, mainly through life and health insurance, financial planning, and investment solutions for individuals, businesses, and institutions. Its products work by collecting premiums for insurance coverage, fees for planning services, and returns on investments; these funds are used to pay claims, support financial planning advice, and generate investment gains. What sets Sun Life apart is its global presence across Canada, the United States, Asia, and Europe, plus a comprehensive product lineup and a focus on helping clients achieve financial security and healthier lives, rather than relying on a single product. The company aims to grow and manage wealth for clients while pursuing sustainability goals, including net zero emissions by 2050.

Company size
10,001+
Company stage
IPO
Headquarters
United States
Founded
1865

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