Sun Life Financial Director, U.S. Strategy and Business Development in Wellesley, Massachusetts

This position is primarily responsible for leading and working on strategic planning and strategic initiatives for the SLF U.S. business.

Strategic planning includes working with individual business units on developing strategy and working on the annual SLF U.S. Strategic Plan. This includes analyzing the competitive and market environment, facilitating discussions with business unit leadership teams and the Senior Leadership Team to identify and prioritize opportunities, identifying supporting projects and initiatives to implement the strategy, and drafting persuasive and informative memos and presentations for use with senior management and the Board of Directors.

Strategic initiatives include working on new opportunities to strengthen the competitive position of SLF U.S. and may include working on: partnerships with other companies, new product or market opportunities, and new service capabilities. This position will perform research and analysis; design and manage processes to evaluate opportunities; and create business cases and other materials that review the financial and strategic benefits and risks of new opportunities. This role will also provide support for mergers and acquisitions and other corporate development projects as needed.


  • Leading and working with cross-functional teams

  • Business analysis and research

  • Evaluating new opportunities and building business cases

  • Strategic planning, including facilitating planning sessions and creating plan materials

  • Structuring and evaluating partnerships

  • Senior management reporting

  • Working on innovation initiatives


  • Business degree (M.B.A.) preferred

  • Business consulting experience a plus

  • Excellent relationship building skills

  • Experience leading cross functional teams

  • Strong financial analysis skills

  • Strong planning and organizational skills

  • Sense of urgency – action oriented

  • Excellent communication skills (written and verbal)

  • Change management skills

  • Thoughtful approach and attention to detail

Sun Life Financial (U.S.) Services Company, Inc. is a federal contractor subject to Executive Order 11246, Section 4212 of the Vietnam Era Veterans’ Readjustment Assistance Act of 1974, as amended, and Section 503 of the Rehabilitation Act of 1973, as amended. As such the company is committed to taking positive steps to implement the employment-related aspects of the company’s equal employment opportunity policy. It is the company’s policy to take affirmative action to employ, advance in employment, and otherwise treat qualified minorities, females, protected veterans, and individuals with disabilities without regard to their race/ethnicity, sex, veteran status, or disability.

Pursuant to 41 CFR §§ 60-300.44(f)(1)(ii) and 741.44(f)(1)(ii), we hereby notify you of our company policy related to our affirmative action efforts and request appropriate action on your part.

Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter -for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us at to learn more.

Job: *Project Management - Process

Title: Director, U.S. Strategy and Business Development

Location: MA-Wellesley

Requisition ID: PRO01775