Financial Services District Leader
Sun Life
Drive Wealth and Insurance performance at Sun Life through business planning, regulatory oversight, and relationship-focused advisor leadership.The District Manager leads growth and productivity while generating business results and an effective Client experience. You will develop annual plans with the Regional Vice President, cascade targets, and identify opportunities to grow revenue and the Client base. Advisor training, compliance, and operational effectiveness remain central.Key Responsibilities:
Develop holistic annual business plans with the RVPGrow revenue, wealth deposits, and Client baseLead adoption of new business process changesPlan annual advisor training schedulesEnsure product and administrative process complianceRequirements:
Deep insurance and wealth product knowledgeExpert regulatory, oversight, and compliance knowledgeAbility to influence and build organizational consensusExperience leading large-scale change in matrix environmentsProven financial services strategy implementation successUse business acumen, compliance expertise, and target-setting discipline to strengthen Sun Life district performance.
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Develop holistic annual business plans with the RVPGrow revenue, wealth deposits, and Client baseLead adoption of new business process changesPlan annual advisor training schedulesEnsure product and administrative process complianceRequirements:
Deep insurance and wealth product knowledgeExpert regulatory, oversight, and compliance knowledgeAbility to influence and build organizational consensusExperience leading large-scale change in matrix environmentsProven financial services strategy implementation successUse business acumen, compliance expertise, and target-setting discipline to strengthen Sun Life district performance.
#J-18808-Ljbffr
Vacancy posted 3 hours ago
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