Associate Director, Portfolio Management

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

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.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

An experienced Project Manager is required to oversee the Client Operations Portfolio to ensure the project delivery of all digital initiatives are according to the agreed scope, time, and cost. Scope of work will primarily focus on insurance operations related projects so experience in this area will be key. This role will lead, coach, and support the team, including business, IT and vendors, to further adopt agile ways of working. Objective is to have business and IT teams operating in a two-in-a-box model for defining business feature backlog and implement them following an MVP and Sprint delivery approach.

Key Responsibilities:

Project/Program Management

Support business case preparation (project costing, solution selection documentation) for new company initiatives

Portfolio Planning & Scheduling

Develop and maintain integrated plans for the portfolio, including workstreams, milestones, dependencies, and critical path across initiatives

Establish and manage delivery cadences (status, RAID, steering), ensuring alignment across business, IT, data, and vendor teams

Support the Lead Product Owner with sprint/iteration planning logistics, release planning, and coordination of UAT and business readiness timelines

Track and manage cross-initiative dependencies (data, platforms, security, architecture, change) and drive timely resolution

Delivery Governance & Execution

Drive day-to-day project delivery activities, ensuring scope, schedule, resources, and deliverables are managed effectively

Facilitate governance forums and working sessions (project meetings, risk reviews, steering packs) and capture actions and decisions

Maintain clear documentation of project plans in Planview, RAID logs, decisions, and key artifacts to support auditability and continuity

Coordinate with technology delivery teams to manage environment readiness, release activities, cutovers, and post-release hyper-care

Risk, Issue, Budget & Vendor Management

Own and maintain RAID logs across Digital initiatives; proactively surface risks/issues, propose mitigations, and drive closure

Support budget tracking and forecasting for the Distribution portfolio (where applicable), including vendor spend, licensing, and resource costs

Coordinate with procurement and vendors/partners on onboarding, delivery plans, commercial milestones, and performance tracking

Ensure project activities align to governance requirements (security, risk, compliance, data privacy) and that approvals are planned into timelines

Communication, Reporting & Stakeholder Alignment

Prepare regular status reports and executive-ready Planview dashboards on progress, milestones, outcomes, and RAID

Ensure timely and clear communication across stakeholders, including business owners, IT, data teams, operations, compliance, and Regional/Corporate teams

Support change management and adoption activities by coordinating training plans, communications, and operational readiness checkpoints

Promote consistent ways of working across Digital initiatives, escalating blockers and decision needs early

Tools, Standards & Continuous Improvement

Establish and maintain standard portfolio artifacts (Planview, roadmap tracker, RAID, dependency map, action log, benefits tracker) to improve transparency and delivery performance

Maintain project management tools (e.g., Planview, Jira/Azure DevOps, SharePoint) and ensure data quality for reporting

Identify opportunities to streamline delivery processes, improve governance, and enhance predictability across the Distribution portfolio.

Requirement

University degree from a recognized institution

Minimum 10-15 years of relevant experience with a proven track record in Program Management

Solid hands-on knowledge and experience in project management methodologies, tailored to business needs

Strong analytical skills and business acumen

Experience working with executive teams and CEOs

Excellent communication skills in English; Cantonese and/or Mandarin is an advantage

Experience in change management and organizational transformation

Good practice of Agile methodologies and principles

At Sun Life, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact. We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued.

Job Category:

Project Management - Systems

Posting End Date:

29/12/2026