Senior Engagement Consultant

Posted Yesterday
Be an Early Applicant
7 Locations
In-Office
81K-122K Annually
Senior level
Fintech • Payments • Financial Services
The Role
Lead strategic engagement initiatives and pilot programs to grow Health & Risk Solutions, strengthen client and member relationships, and improve engagement outcomes. Translate strategies into actionable plans, coordinate cross-functional stakeholders and vendors, use data and market insights to measure performance, iterate on pilots, and scale successful approaches while managing timelines and deliverables.
Summary Generated by Built In

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.


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.


When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.


Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.  

Job Description:

Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work in the contiguous states plus AK.

The opportunity: The Senior Engagement Consultant advances Health & Risk Solutions growth by leading strategic engagement initiatives that strengthen relationships with members, employer clients, broker partners, and emerging market segments. This role turns priorities into actionable plans, pilots, and scalable solutions that drive business impact, while partnering across Marketing, Health Product, Risk Product, Operations, IT, Data, Distribution, Client Success, and Sales Enablement to align stakeholders and execute effectively. Using data, insights, and market feedback, you will measure results, identify opportunities, and continuously improve engagement outcomes with strong judgment, analytical thinking, and operational focus.

How you will contribute:

  • Lead the execution of engagement initiatives and pilot programs that support growth, strengthen relationships, and enhance the overall client and member experience.
  • Translate engagement strategies into actionable plans, coordinating timelines, deliverables, and stakeholder inputs to ensure successful implementation.
  • Partner across Marketing, Product, Operations, IT, Data, Distribution, Client Success, Sales Enablement, and external vendors to drive aligned, high-quality execution.
  • Support initiatives designed to expand reach in core and growth segments, including events, educational opportunities, and self-funded community-building efforts.
  • Use data, reporting, and market insights to monitor performance, identify trends, and recommend improvements that increase engagement effectiveness and scalability.
  • Navigate ambiguity and evolving processes by determining practical approaches, solving problems proactively, and keeping initiatives moving forward.
  • Manage vendor-supported activities and cross-functional inputs to ensure deliverables meet expectations and align with strategic goals.
  • Document results, share learnings, and help translate successful pilots into repeatable, scalable engagement approaches.

What you will bring with you: 

  • Ability to work with a diverse range of people 
  • 7+ years of relevant experience in engagement, marketing, client strategy, or a related field, with a track record of delivering complex initiatives and measurable results. 
  • Bachelor's degree in business, marketing, or a related field.  
  • Experience in insurance, health services, financial services, or another regulated industry is preferred. 
  • Experience with data analysis, reporting tools, or engagement performance measurement is a plus. 
  • Strong analytical and problem-solving skills, with the ability to interpret performance data and translate insights into actionable recommendations. 
  • Demonstrated success leading cross-functional work across multiple stakeholders in a fast-paced, matrixed environment. 
  • Ability to navigate ambiguity, determine practical next steps, and execute effectively in areas where processes may still be evolving. 
  • Excellent communication and presentation skills, with the ability to clearly convey ideas, recommendations, and results to a range of audiences. 
  • Strong organizational and project coordination skills, with the ability to manage multiple priorities and adapt to changing business needs. 
  • A collaborative, self-directed mindset with a passion for continuous improvement, experimentation, and delivering meaningful business impact. 

Salary:  

$81,100-$121,500

At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.

Not ready to apply yet but want to stay in touch?   Join our talent community to stay connected until the time is right for you! 

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive.  We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate.  We encourage applications from qualified individuals from all backgrounds.

Life is brighter when you work at Sun Life

At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program.  Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account.  Enjoy a flexible, inclusive and collaborative work environment that supports career growth.  We’re proud to be recognized in our communities as a top employer.  Proudly Great Place to Work® Certified in Canada and the U.S., we’ve also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row.  Visit our website to learn more about our benefits and recognition within our communities.

We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email [email protected] to request an accommodation.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

We do not require or administer lie detector tests as a condition of employment or continued employment.

Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job Category:

Marketing

Posting End Date:

23/08/2026

Skills Required

  • Ability to work with a diverse range of people
  • 7+ years of relevant experience in engagement, marketing, client strategy, or a related field
  • Bachelor's degree in business, marketing, or a related field
  • Experience in insurance, health services, financial services, or another regulated industry
  • Experience with data analysis, reporting tools, or engagement performance measurement
  • Strong analytical and problem-solving skills, able to interpret performance data and translate insights into recommendations
  • Demonstrated success leading cross-functional work across multiple stakeholders in a matrixed environment
  • Ability to navigate ambiguity, determine practical next steps, and execute effectively
  • Excellent communication and presentation skills
  • Strong organizational and project coordination skills, with ability to manage multiple priorities
  • Collaborative, self-directed mindset with a passion for continuous improvement and experimentation
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The Company
HQ: Toronto, Ontario
499 Employees

What We Do

A UK company, Sun Life Financial of Canada is focused on building excellent customer service by offering the highest levels of customer care. We have been serving customers in the UK for over 100 years

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