Hong Kong, Hong Kong Island, Hong Kong S.A.R. · On-site
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…
Skills: Marketing Analytics, Client Analytics, Data Visualization, Tableau, Power BI
St. John's, Newfoundland and Labrador, Canada · On-site
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…
Skills: Financial planning, Relationship building, Business development, Networking, Communication skills
Winnipeg, Manitoba, Canada · On-site
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…
Skills: Financial planning, Relationship building, Business development, Networking, Communication skills
Calgary, Alberta, Canada · On-site
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…
Skills: Financial planning, Relationship building, Business development, Networking, Communication skills
Ajax, Ontario, Canada · On-site
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…
Skills: Financial planning, Business development, Relationship management, Communication skills, Networking
Toronto, Ontario, Canada · Hybrid
$80k–$128k/yr
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…
Skills: Data analysis, Strategic planning, Business insights, Financial services, Retirement planning
Charlottetown, Prince Edward Island, Canada · On-site
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…
Skills: Financial planning, Relationship building, Business development, Networking, Communication skills
Hong Kong, China · On-site
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…
Skills: Python, Java, REST APIs, FastAPI, Flask
Moncton, New Brunswick, Canada · On-site
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…
Skills: Financial planning, Relationship building, Business development, Networking, Communication skills
Montreal, Quebec, Canada · Hybrid
$110k–$180k/yr
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…
Skills: Sales strategy, Relationship building, Portfolio analysis, Practice management, Financial markets
Bedford, Nova Scotia, Canada · On-site
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…
Skills: Financial planning, Relationship building, Sales, Communication, Networking
Gurugram, Haryana, India · On-site
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…
Skills: Commercial Real Estate, Mortgage Underwriting, Financial Analysis, Credit Risk Assessment, Rent Roll Analysis
Ajax, Ontario, Canada · On-site
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…
Skills: Financial planning, Business development, Relationship management, Networking, Communication skills
Winnipeg, Manitoba, Canada · On-site
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…
Skills: Financial planning, Relationship building, Business development, Networking, Communication skills
Montreal, Quebec, Canada · Hybrid
$58k–$93k/yr
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…
Skills: Sales, Insurance, Customer service, Relationship building, Lead management
Montreal, Quebec, Canada · Hybrid
$110k–$180k/yr
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…
Skills: Sales strategy, Relationship building, Portfolio analysis, Practice management, Financial markets
Regina, Saskatchewan, Canada · On-site
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…
Skills: Financial planning, Relationship building, Business development, Networking, Communication skills
Gurugram, Haryana, India · On-site
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…
Skills: Commercial Real Estate, Mortgage Underwriting, Financial Analysis, Credit Risk Assessment, Rent Roll Analysis
Abbotsford, British Columbia, Canada · On-site
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…
Skills: Financial planning, Relationship building, Business development, Networking, Communication skills
Regina, Saskatchewan, Canada · On-site
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…
Skills: Financial planning, Relationship building, Business development, Networking, Communication skills
Hong Kong, Hong Kong Island, Hong Kong S.A.R. • On-site
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The role enables data-driven decision-making by defining reporting routines, generating actionable insights, and translating analytics into business recommendations for the Asia region. It involves collaborating with cross-functional teams to optimize marketing performance, client journeys, and AI-enabled analytics solutions.
Candidates must have 8-10+ years of experience in analytics, marketing, or business intelligence, preferably within the insurance or financial services industry. A bachelor's degree in a quantitative field such as statistics, mathematics, or data science is required, along with proficiency in BI tools and data programming.
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.
The Client & Marketing Analytics Partner enables data-driven decision-making across Client and Marketing by defining reporting routines, generating actionable insights and translating analytics into business recommendations. The role reports directly to the Chief Client Experience and Marketing Officer, Asia, and works with regional, BU Client, Marketing and D&A teams on priority Client, Experience Design, Brand, Marketing Operations, Digital/Web Analytics and Performance Marketing initiatives.
The role anchors common KPI definitions, reporting quality, insight routines and analytics prioritization across Asia CX&M, Client, quality and marketing performance, including deepening client relationships, retention and loyalty, converting data platform and analytics outputs into recommendations, actions and value tracking.
The role requires strong brand, marketing, client behaviour and performance management understanding - not just dashboard-building. It will identify, design and help build AI-enabled analytics solutions, including agentic capabilities, that move beyond static reporting to deliver agile performance feedback, actionable insights, recommended next steps and measurable optimization for marketing and client teams.
It should also support next-best-action, next-best-message, next-best-ad and next-best-channel thinking, using data and AI to guide what to communicate, to whom, through which channel and with what expected business or client outcome.
Strong life insurance, client, brand and marketing knowledge, with experience in performance, digital marketing or client analytics preferred
Familiarity with full-funnel lead generation measurement, from awareness and consideration through Online-to-Offline conversion, connecting survey measures, search trends, traffic quality, lead quality and conversion outcomes
Strong analytical skills, including the ability to synthesize data into insights and identify data gaps or roadblocks where system access is limited
Proficiency with data visualization, dashboards and business intelligence tools, preferably Tableau and/or Power BI, to design reporting that drives usage and action
Ability to translate business needs into technical requirements and bridge technical terminology with business outcomes
Comfortable working through ambiguity, complex data issues and unstructured business problems
Strong communication and stakeholder management skills, with a T-shaped profile across marketing, client, data, analytics, technology and operations
Working knowledge of marketing intelligence, data connector and integration platforms, APIs and ad platform data sources, including 3rd party marketing data integration tools such as Supermetrics, Windsor.ai or similar
Knowledge of CRM platforms such as Salesforce and Online-to-Offline lead journeys, including lead capture, advisor follow-up, pipeline management and conversion tracking
Familiarity with a range of MarTech, web analytics, survey, ad platforms and social listening tools, including Adobe Experience Cloud (specifically Adobe Analytics, Marketo, Adobe Target), Google Ads, Meta, LinkedIn, Microsoft Ads, Qualtrics and Sprinklr where relevant
Working understanding of AI-enabled analytics, agentic AI flows and workflow automation for reporting, insight generation, recommendations and follow-through tracking
Applied understanding of advanced analytics, modeling and AI concepts related to insurance, segmentation, Client 360, data capture and reporting, journeys and marketing performance optimization
Knowledge of data warehousing, data lakes, ETL and cloud-based data platform concepts, with exposure to AWS, Azure or Linux an advantage
Understanding of SQL, Python or VBA for analytics and automation is an advantage
Advanced Excel and spreadsheet skills
Ability to bring together stakeholders across Asia and create structured insights from unstructured inputs
Strong quantitative mindset, analytical curiosity and practical business problem-solving
8-10+ years of experience in analytics, client/customer analytics, marketing analytics, performance management, business intelligence or a related discipline; at least 5 years in client and marketing reporting or analytics preferred
Experience in insurance, financial services, consulting or another data-rich regulated industry preferred
Bachelor's degree in statistics, actuarial science, mathematics, data science, computer science, economics or a related field
Regional or multi-country experience across Asia preferred
Experience partnering with brand and marketing teams to interpret performance data, identify implications for media, messaging, targeting, client journeys and campaign optimization, and convert reporting into practical business actions
Experience designing or shaping AI-enabled analytics solutions, including agentic or workflow-based tools, that help users diagnose performance issues, generate recommended actions and track follow-through
Strong problem-solving experience in complex, ambiguous environments, with the ability to frame business questions, diagnose root causes, influence stakeholders and prioritize insight work based on commercial and client impact
Demonstrated experience building or operationalizing next-best-action, next-best-message, next-best-ad or next-best-channel capabilities, including translating customer, campaign and behavioral data into targeted communication and activation strategies
Collaborate with regional leaders across Client & Marketing, Brand, Operations, Distribution and Finance to understand priorities, challenges and insight needs. Translate these into dashboards, analytics initiatives and insight solutions that support agile performance feedback and drive clear actions to improve brand, marketing and client outcomes across Asia
Ensure reporting data is accurate, reliable and governed. Partner with Marketing Operations and Performance, D&A and BI teams to evaluate data sources, APIs, connectors, brand awareness, CRM and lead funnel data, and integration solutions that improve accessibility, reduce manual effort and enable scalable reporting
Partner with Regional Data Transformation, BI, AI and local D&A teams to translate Client and Marketing priorities into analytics, reporting automation and AI-enabled workflow solutions. Identify and shape agentic AI and automation opportunities that reduce manual effort and improve decision support across priority markets
Provide proactive ad-hoc and deep-dive analysis for regional leaders, applying brand, marketing performance, client behavior and AI-enabled analytics to surface risks, opportunities and recommendations faster, moving teams from insight to decision, test-and-learn optimization and execution, including Online-to-Offline lead funnel, pipeline and conversion insights where relevant
Support next-best-action, message, ad and channel use cases by translating insight into practical targeting, messaging, media and communication decisions
Sun Life is a leading financial services organization dedicated to helping people achieve lifetime financial security and live healthier lives. We provide a wide range of insurance and investment products and services in key markets around the world including Canada, the United States, the United Kingdom, Hong Kong, the Philippines and Indonesia. At Sun Life, we have more than 34,000 employees and 112,900 advisors worldwide. Websites: Canada www.sunlife.ca/en/ US www.sunlife.com/us/en/ Vietnam www.sunlife.com.vn Hong Kong www.sunlife.com.hk Indonesia www.sunlife.co.id Malaysia www.sunlife.com.my Philippines www.sunlife.com.ph
Offices: 18 Hung Luen Road, Hong Kong, HK · 2323 Grand Blvd, Kansas City, MO 64108, US · 1 Sun Life Park, Wellesley Hills, MA 02481, US · 5455 Avenue de Gaspe, Montreal, QC H2T 3B3, CA · 5 Công trường Mê Linh, Ho Chi Minh, Vietnam, Ho Chi Minh City 71006, VN
Sun Life is a leading financial services organization dedicated to helping people achieve lifetime financial security and live healthier lives. We provide a wide range of insurance and investment products and services in key markets around the world including Canada, the United States, the United Kingdom, Hong Kong, the Philippines and Indonesia. At Sun Life, we have more than 34,000 employees and 112,900 advisors worldwide. Websites: Canada www.sunlife.ca/en/ US www.sunlife.com/us/en/ Vietnam www.sunlife.com.vn Hong Kong www.sunlife.com.hk Indonesia www.sunlife.co.id Malaysia www.sunlife.com.my Philippines www.sunlife.com.ph
Offices: 18 Hung Luen Road, Hong Kong, HK · 2323 Grand Blvd, Kansas City, MO 64108, US · 1 Sun Life Park, Wellesley Hills, MA 02481, US · 5455 Avenue de Gaspe, Montreal, QC H2T 3B3, CA · 5 Công trường Mê Linh, Ho Chi Minh, Vietnam, Ho Chi Minh City 71006, VN
