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Director, State Filings

Sun Life Financial
Wellesley, MA Full Time
POSTED ON 2/25/2025
AVAILABLE BEFORE 5/22/2025

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.

Job Description :

Location : We support US flexible working arrangements in the contiguous 48 states, and candidates who can commute regularly to Wellesley MA, Kansas City MO, Portland ME or Hartford CT are preferred.

At Sun Life, we look for optimistic people who want to make life brighter for our Clients. We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work. Every day, you’ll be empowered and challenged by working with dynamic colleagues to find new and innovative ways to make Sun Life the best benefits company in America.

The opportunity :

The Director of State Filings is responsible for overseeing and managing the company's state regulatory filing processes across multiple jurisdictions for the organization. This role ensures compliance with state insurance regulations and managing state examinations. This leadership position manages a team of professionals and reports directly to the AVP, Financial Reporting and Controls. This challenging role offers the opportunity to lead a critical function within our organization and make a significant impact on our regulatory compliance efforts. The ideal candidate will be a strategic thinker with a keen eye for detail and a passion for excellence in regulatory compliance.

How you will contribute :

  • Lead and manage the completion of state and regulatory filings quarterly and annually.
  • Develop and maintain strategic partnerships with business units and support teams to ensure all regulatory requirements are met.
  • Oversee a team of professionals, including setting goals, conducting performance reviews, and managing daily operations.
  • Serve as the primary point of contact for state examinations and communications with state insurance regulators.
  • Interpret and implement new legal requirements from various states.
  • Maintain an understanding of The Company’s current product offerings.
  • Analyze new product offerings and determine additional regulatory reporting needs.
  • Oversee the year-end close process, ensuring timely and complete data collection.
  • Review and approve state-specific filings, comparing them to prior year submissions.
  • Undertake special projects as needed to support the organization's regulatory compliance efforts.

What you will bring with you :

  • Bachelor’s degree in Accounting, Finance, or related field.
  • 10 years of experience in regulatory compliance, state filings, or legal within the insurance industry.
  • Proven leadership experience managing teams and collaborating across organizational boundaries.
  • Excellent analytical and problem-solving skills.
  • Outstanding verbal and written communication abilities.
  • Highly organized with strong attention to detail.
  • Ability to prioritize and meet tight deadlines in a fast-paced environment.
  • Experience with financial reporting systems (e.g., SAP).
  • Proficiency in MS Office applications, especially Excel, Word, SharePoint, and PowerPoint.
  • Knowledge of Statement Pro software.
  • Familiarity with insurance industry trends and emerging regulatory issues.
  • Strong understanding of insurance regulations and reporting requirements.
  • The ideal candidate will demonstrate a positive attitude, enthusiasm for the role, and a commitment to fostering a culture of excellence and innovation within the team and broader organization.

    Do you see yourself in this role even if you haven’t checked all the boxes above? We welcome all talented candidates and are committed to a culture that represents diversity in all forms. If you think you might thrive in this setting, we would love to hear from you.

    Life is brighter when you work at Sun Life :

  • Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more.
  • Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account.
  • A flexible work environment with a friendly, caring, collaborative and inclusive culture.
  • Great Place to Work Certified in Canada and the U.S.
  • Named as a “Top 10” employer by the Boston Globe's “Top Places to Work” two years running.
  • All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

    Salary Range : $135,100 - $202,700

    At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.

    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 www.sunlife.com / us to learn more.

    At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

    Our Affirmative Action Program affirms our commitment to make reasonable accommodation to the known physical or mental limitation of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email thebrightside@sunlife.com to request an accommodation.

    For applicants residing in California, please read our employee California Privacy Policy and Notice.

    Job Category : Finance

    Posting End Date : 09 / 03 / 2025

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    Salary : $135,100 - $202,700

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