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Job Description:
Group Retirement Services (GRS) is the leading provider of defined contribution plans in Canada through a wide range of products and services. As the Manager, Fees & Billing, your primary role will be to manage and lead the Fees & Billing Team, comprised of both onshore and offshore team members. The team is responsible for the accurate and timely collection of fees for services provided by GRS, including verifying that fees set up in the new billing system align with client agreements. The role is key in supporting the overall internal control environment. You will work with various internal teams from Business Development, Pricing, Operations, Documentation, and Accounting, as you are primarily accountable for ensuring that fees collected and charged for GRS products and services are accurate and complete. This is a people manager role where you will lead a team of up to 7 individuals across multiple locations. You will provide leadership, coaching, and support while fostering effective collaboration between onshore and offshore team members to achieve operational excellence and meet all regulatory and internal control requirements.
What will you do?
Lead and manage the GRS Fees & Billing Team, comprised of both onshore and offshore team members, fostering effective collaboration and operational excellence across multiple locations.
Ensure fees are accurately set up, collected from clients, and validated against client agreements and the new billing system.
Validate new client fee setups, fee changes, and product changes are properly configured in the system, added to the invoicing tracker, and reconciled to client agreements.
Oversee the preparation and timely delivery of accurate client invoices for fee payment.
Conduct fee variance analysis to identify discrepancies, trends, and root causes of billing variances, and implement corrective actions as needed.
Review the work of billing staff to ensure accuracy, completeness, and adherence to quality standards; provide feedback and support.
Prepare and deliver management reporting on billing performance, fee collection status, system compliance, and fee variance trends to support informed decision-making.
Provide support to internal teams to investigate and resolve disputes or inquiries concerning fees charged and invoices.
Support regulatory, compliance, accounting, and audit requirements through accurate documentation and timely reporting.
Ensure routine manual tasks are prepared, reviewed, and processed accurately with appropriate controls and documentation.
Maintain and strengthen the control environment by identifying and reporting control deficiencies and supporting the implementation of new controls or process improvements.
Provide ongoing training, mentoring, and coaching to develop staff capabilities and ensure consistent adherence to billing standards.
Assist with ad hoc requests from internal teams and support ongoing projects that enhance billing operations and processes.
What will you need to succeed?
Strong people leader with management experience.
Experience as a Billing Manager within the insurance and financial services industry.
Ability to organize, prioritize and delegate using proven time management skills.
Excellent communication skills, both verbally and in writing.
Strong interpersonal skills to be effective when collaborating with various internal teams.
Excellent computer skills, specifically with Excel (including VBA and Power Pivot functionality).
What sets you apart?
Flexible, creative approach to work, willing to challenge the status quo and bring new ideas.
Strong analytical skills with attention to detail and problem-solving skills.
Strong commitment to be a team player, ability to multi-task, detail oriented.
What's in it for you?
Time off giving you the flexibility to focus on the moments that matter including X vacation days per year
Flexible Benefits from the day you join to meet the needs of you and your family
Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making
contributions.
The opportunity to work flexible hours and network with various stakeholders.
A friendly, collaborative, and inclusive culture.
An environment of continuous learning and improvement.
#LI-Hybrid
The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.
Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.
Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com.
We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Salary Range:
80,000/80 000 - 128,000/128 000Job Category:
FinancePosting End Date:
07/05/2026