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Sun Life

Global financial services for insurance, investments

Director Strategy & Transformation

Corporate StrategyPosted on Nov 9
Full-timeHybrid

About the Job

Requirements

  • At least 5 years of relevant professional experience, ideally spanning management consulting, corporate strategy, or strategic planning.
  • A university degree in business, economics, engineering, or another relevant discipline is required; an MBA or other relevant graduate degree is an asset.
  • Demonstrated ability to independently structure ambiguous problems, conduct rigorous qualitative and quantitative analysis, and translate findings into actionable recommendations for senior executives.
  • Experience working across functions, navigating organizational complexity, and influencing stakeholders.
  • Exceptional executive communication and storytelling skills, including developing concise, answer-first presentations and written recommendations.
  • Strong business and financial acumen, including evaluating strategic choices, benefits, costs, risks, and trade-offs.
  • Strong judgment, intellectual curiosity, and comfort working in ambiguous, fast-moving, and highly visible situations.
  • Ability to work effectively with senior executives and build alignment across stakeholders with different perspectives and priorities.
  • Advanced PowerPoint and Excel capabilities, including experience developing executive-level presentations and analytical models.
  • Sufficient fluency in AI, digital, and technology topics to engage credibly with subject-matter experts and connect emerging capabilities to business outcomes.

Responsibilities

  • Lead high-priority strategic assignments from problem definition through recommendation and mobilization, structuring ambiguous questions, developing the fact base, evaluating alternatives, and helping leadership translate decisions into action.
  • Apply consulting-style problem solving, including hypothesis development, market and competitive analysis, benchmarking, financial modeling, scenario analysis, and synthesis of internal and external perspectives.
  • Develop concise, answer-first executive narratives and decision materials that translate complex analysis into clear choices, recommendations, trade-offs, and implications.
  • Partner with leaders across business, technology, finance, risk, data, digital, and corporate functions to test perspectives, build alignment, and advance priority initiatives.
  • Translate strategic recommendations into actionable plans, including sequencing, dependencies, measures of success, accountabilities, and key executive decisions.
  • Independently manage high-priority assignments or strategic initiatives and provide day-to-day leadership to cross-functional teams contributing to the work, where needed.

Desired Qualifications

  • Management consulting or comparable strategy experience, with demonstrated strength in hypothesis-driven problem solving, qualitative and quantitative analysis, and executive communication.
  • Experience with AI, digital, client experience, technology, or business transformation.
  • Experience in financial services or another large, matrixed organization.
  • Experience with analytical tools or dashboards.

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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