As Product Owner, Financial Planning Digital Experience, I am leading a team that is integrating digital financial planning into Sun Life's digital platforms. I am responsible for all facets of the preparedness, execution, change management and overall success management of the features that are implemented as part of our agile team's development.

Direct to Client Strategy & Execution:· Defines, sets and drives the vision for digitizing the post-application experience for our clients· Develops and executes client acquisition/engagement initiatives for the Sun Life Go and Personal Health Insurance (PHI) direct insurance portfolio · Builds roadmaps and foundations for future client journey, cross-sell and up-sell opportunities that increase direct insurance sales Client Journey Optimization:· Understands client needs/pain points and ideates on how to resolve them through improved digital experiences· Optimizes the digital application user journey through delivery of key features and user stories· Supports the Director, Product Owner and agile pod in identifying, prioritizing and refining user stories that reduce client churn and increase conversion of new prospects Partner Engagement & Management:· Builds, cultivates and manages strong relationships with key internal partners to deliver key initiatives, including Enterprise Services, Operations, Client Services Centre, Product, Legal and Compliance· Works with internal business unit partners to explore and integrate new capabilities consistent with our client engagement roadmap and target state· Owns documentation of current state and future state business infrastructure and supporting digital platforms

• Helps define and execute on the evolving Canadian Analytics strategy within the Canadian Data & Analytics Centre of Excellence; owning and driving key initiatives for the Canadian Analytics Strategy team• Identifies and assesses business impacts and risks, solves complex issues, provides recommendations on options and defines end state of desired changes• Works closely with a large and complex stakeholder group, including Enterprise Services (IT), to drive ongoing development of the Enterprise Data Lake (EDL), ensuring all activities and deliverables are aligned with our strategic business goals• Facilitates and drives large discussions with a diverse set of stakeholders who have varying levels of authority; Utilizes strong facilitation and influencing skills to achieve desired outcomes (e.g. approvals, alignment, decision making, conflict resolution)• Creates detailed artifacts, documentation and presentations that directly support the Canadian Data and Analytics Strategy vision, roadmap and initiatives; effectively tailoring content based on audienceEnterprise Data Lake (EDL) Enablement:• Key team member helping to shape and execute on the EDL Enablement Strategy; ensuring alignment in development of Data Security, Risk and Compliance controls and activities for the EDL• Lead the development and implementation of the Canada-scope EDL operational and business risk review. Facilitated over 30 review workshops with business, Risk, Legal, Compliance and Privacy stakeholders across all Canadian business units, eliciting requirements and feedback, identifying risks and collaboratively creating the risk assessment and actions documentation. Presented and gained approvals from Senior Leadership within each Canadian business unit, via their Risk Committee forums; culminating in a presentation delivered to the President of Sun Life Canada and the Canadian Executive Team

Executed large, high-profile, complex projects and initiatives across Operations teams; completing business analysis, business process modelling, building project plans and timelines, securing resources and communicating progress.

• Led Operations projects and initiatives, effectively partnering with internal and external stakeholders• Worked with leadership and partner teams to drive change and continuous improvement initiatives• Designed and delivered training to Operations teams. Developed clear and concise process notes, support tools, and operational guides for Operations staff

• Represented Operations teams as a knowledge expert on internal projects, new client and product implementations and other key departmental initiatives• Designed and delivered training sessions to support successful implementation and acceptance of process changes

Responsible for providing administrative support for all processes within the Association and Affinity claims department.

Provided phone support and exceptional customer service to clients and Sun Life Advisors relating directly to individual insurance and investment products.