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. Discover how you can make a difference in the lives of individuals, families and communities around the world.
- *Band 5 – AI Transformation \& Intake Consultant**
- *Intelligent Automation \& AI**
Sun Life is expanding its Intelligent Automation and **AI transformation capabilities** , with a strong focus on **AI‑led, agentic, and decision‑driven solutions** that augment human work, reduce operational friction, and improve client and employee experiences.
Sun Life is seeking an **AI Transformation \& Intake Consultant** who will play a critical role in **identifying, shaping, prioritising, and owning AI and automation opportunities** across the enterprise. This role sits at the intersection of business strategy, process transformation, and applied AI.
The role is responsible for acting as the **front door for AI demand** , partnering with business teams to uncover high‑value use cases, translate complex business problems into **AI‑ready product opportunities** , and ensure work is prioritised and delivered with clear value outcomes. While traditional automation remains an important lever, the primary focus of this role is on **AI‑enabled and agentic solutions** , including GenAI, intelligent document processing, decision intelligence, and human‑in‑the‑loop systems.
- Own and lead the **intake, discovery, and triage of AI and automation opportunities** , with a strong emphasis on AI‑first solutions
- Design and facilitate **AI discovery and opportunity‑shaping workshops** to help business leaders understand what is possible with GenAI, agentic workflows, and intelligent decisioning
- Conduct deep‑dive process and work analysis to identify **decision points, judgement‑heavy work, knowledge gaps, data handoffs, and opportunities for AI augmentation**
- Serve as **Product Owner for AI initiatives** , owning the problem statement, product vision, success metrics, and prioritised backlog
- Translate business problems into **AI product epics and user stories** , including agent behaviour, orchestration flows, human‑in‑the‑loop controls, and non‑functional requirements (risk, controls, explainability)
- Partner with Architects and technical teams to evaluate and shape solutions leveraging **GenAI, LLMs, copilots, AI agents, intelligent document processing, and automation platforms**
- Develop and manage a **prioritised AI and automation pipeline** , balancing experimentation, incremental value delivery, and scalability
- Assess opportunities for **agentic orchestration** , where AI agents, rules, automation, and humans collaborate across end‑to‑end workflows
- Ensure AI use cases are designed with appropriate **governance, controls, risk awareness, and ethical considerations**
- *Desired Skills \& Competencies**
- Strong **product ownership mindset** , with the ability to own outcomes rather than just requirements
- Proven ability to identify and shape **AI use cases from ambiguous business problems**
- Strong understanding of **AI‑enabled operating models** , including human‑in‑the‑loop, exception‑based automation, and agent coordination
- Working knowledge of **GenAI, LLM‑powered solutions, intelligent document processing, decision intelligence, and low‑code orchestration**
- Ability to assess **AI suitability vs traditional automation** , and recommend the right blend of AI, automation, and process redesign
- Excellent consulting and facilitation skills; able to challenge assumptions and guide stakeholders toward practical, scalable solutions
- Experience working in **agile, product‑oriented delivery models**
- Strong communication skills, especially the ability to explain **AI concepts in business‑relevant terms**
- Comfortable operating in evolving, fast‑changing technology landscapes
- Curiosity, learning mindset, and willingness to stay current with AI trends and patterns
- *Education, Experience \& Technical Competencies**
- Graduate/Post Graduate degree with **5\+ years of relevant experience**
- Experience in **process transformation, digital transformation, automation, or AI initiatives**
- Strong preference for experience in **financial services and/or insurance**
- Exposure to AI‑enabled platforms or solutions such as **GenAI tools, IDP, copilots, or decision support systems**
- Familiarity with automation and orchestration platforms such as **Power Platform, PEGA, or RPA tools** (as enablers, not the primary focus)
- Experience working with **cross‑functional business, data, and technology teams**
- Proficiency with tools such as **JIRA, process mapping tools, and presentation software**
- Lean, Design Thinking, or Product Management training preferred
- Agile certifications (CSM, PSM) preferred
- Periodic travel may be required
- Some work outside standard hours may be required to support critical initiatives and cross‑region collaboration
Business Analysis \- Process
18/06/2026