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About the Role
The Business Portfolio Manager is responsible for leading and supporting key portfolio management activities across the SLGI portfolio, including financial management, strategic planning, governance, and initiative prioritization. This role partners across various teams to enhance portfolio transparency, decision-making, and execution, and translates business needs into actionable solutions.
Responsibilities
- Own key areas of the SLGI Key Initiative portfolio, including governance, financial oversight, strategic planning, prioritization, capacity management, benefits realization, portfolio health, and leadership reporting.
- Lead portfolio financial management, including forecasting, actuals/variance analysis, cost allocation, capitalization/amortization, resource costing, benefits tracking, and reconciliation.
- Own the Investments Registry as a core portfolio control and govern alignment across various platforms to ensure portfolio information accuracy.
- Lead annual and quarterly portfolio planning, including intake, sequencing, capacity assessments, funding trade-offs, delivery constraints, dependencies, and prioritization recommendations.
- Monitor portfolio health across scope, cost, benefits, timeline, risk, capacity, and strategic outcomes; challenge assumptions, align stakeholders, recommend a path forward, and drive issues through to resolution.
- Lead portfolio governance and executive reporting, including decision materials, planning and leadership forums, trade-off discussions, action management, and escalations.
- Drive continuous improvement across BPM’s operating model, processes, systems, and controls through automation, AI, dashboards, streamlined workflows, and consulting support.
Requirements
- 3-5 years of experience in portfolio management, financial management, business operations, strategic planning, agile portfolio management, program management, or a related field.
- 3-5 years of portfolio financial-management experience, including forecasting, actuals/variance analysis, reconciliation, cost allocation, capitalization/amortization, resource costing, scenario analysis, and benefits tracking.
- Strong understanding of portfolio governance, planning, intake, prioritization, capacity, dependencies, risk management, benefits realization, and executive reporting.
- Ability to interpret complex financial and operational information, challenge assumptions, identify root causes, develop recommendations, and drive resolution.
- Excellent communication skills, with the ability to frame decisions, influence without authority, and build alignment across senior leaders and cross-functional teams.
- Ability to operate independently in ambiguous environments, exercise sound judgment, and manage competing priorities, risks, and deadlines.
- Expert Excel (advanced functions and pivot tables) and PowerPoint skills, with strong business acumen and a focus on data integrity, automation, and decision-making.
- Some work outside regular office hours may be required to support critical timelines or deliverables.
- Some travel may be required (between Toronto and Waterloo).
Skills
- Planview Portfolios
- AgilePlace
- Power BI
- automation
- AI-enabled tools
- PMP
- CPA
- CFA
- CBAP
- SAFe
Location
- Toronto
- Waterloo
Work Type
- Hybrid work environment
- Hybrid
Experience Level
- 3-5 years
Salary/Compensations
- 80,000 - 128,000
Benefits
- 20 vacation days per year
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension, stock and savings programs
- Access to our Global Learning Centre, available 24/7 for your learning needs
- Wellness programs that support the three pillars of your health – mental, physical and financial
About the Company
- At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives.
- Our values shape how we work: caring, authentic, bold, inspiring, and impactful.
- We are honoured to be recognized as a 2022, 2023, 2024 and 2025 Best Workplaces in Canada by Great Place to Work® Canada
- Great Place to Work® list for Best Workplaces for #HybridWork 2022
- Great Place to Work® list for Best Workplaces for Professional Development in Canada 2022
- Named “Best Places to Work” by Glassdoor, 2021 and 2023
Equal Opportunity
- Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.
- Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com.
- We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.