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The Solution Designer is responsible for guiding the design of solutions within specific domains, ensuring system integrity and sustainability throughout the development lifecycle. This role involves collaboration with project teams to develop holistic solutions, adhering to best practices in design and development, and may include hands-on coding as needed to support the team. The designer also provides input on methodologies and innovation aligned with the company's technology strategy.
The Relationship Manager is responsible for driving growth in the high net worth (HNW) business by conducting market updates, supporting sales targets, handling client concerns, and providing training. This role involves acting as a trusted advisor, collaborating with various teams to enhance client experiences, and ensuring successful implementation of sales strategies.
The Manager of Anti-Money Laundering (AML) will serve as a subject-matter-expert in AML/CTF and Sanctions, supporting compliance across investment and trust business operations. This role involves developing compliance guidelines, conducting risk assessments, coordinating with regulators, and overseeing training programs for compliance staff.
The Manager, Compliance will oversee and support the Compliance Program aligned with Bangko Sentral ng Pilipinas requirements. Responsibilities include developing processes for compliance, monitoring regulatory requirements, and advising senior leadership. The role requires excellent relationship management and problem-solving skills, along with the ability to communicate effectively across all levels of the organization.
This managerial position involves overseeing the execution and delivery of training programs for various advisors, from rookie to experienced. Responsibilities include leading a team of trainers, managing training logistics, evaluating training needs, and ensuring adherence to agency policies. The role also requires participation in agency activities and supporting sales objectives through effective training events.
The Capacity Planning Analyst will work with operational partners to plan optimal resourcing and staffing needs, analyze data, provide recommendations, and drive operational decision-making. Responsibilities include creating capacity plans, supporting operations in planning events, analyzing data, measuring variations, and collaborating with senior leaders to provide insights.
The Training Specialist will design, develop, and deliver leader development programs for Sun Life's field managers. Responsibilities include updating existing programs, collaborating with the Agency Management Team, organizing webinars, and applying current training trends, especially in virtual formats.
The Market Conduct Specialist provides advisory services related to sales practices and distribution channels, manages market conduct and fraud reporting, conducts data analysis, oversees sales force behavior, and reviews complaint investigation reports.
The role involves creating macros and VBA scripts to support business unit activities, maintaining and upgrading Excel processes, and improving system functionalities. The candidate will communicate and analyze data and keep detailed documentation and records.
The Senior Manager, Equities Strategist is responsible for managing public equities portfolios, analyzing market trends, and executing investments in line with company objectives. You will collaborate with regional teams, monitor portfolio performance, and integrate ESG considerations into investment processes. The role also includes managing external asset managers and participating in key committee meetings.
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