Sr. Specialist, Partner Rewards and Strategic Initiatives
Core
End-to-end management of the Partner Rewards Program for Brokers and Advisors, including administration, reporting, and strategic initiative support.
Role type
Senior Specialist, Partner Rewards and Strategic Initiatives
Builds
Partner Rewards Program operations, executive reporting, and strategic business reviews
Domain
Financial Services / Insurance Distribution
Deliverable
dashboards & analysis
Required skills
Data analysis, Excel, PowerPoint, stakeholder management, program administration, strategic planning, UAT coordination
Preferred skills
Salesforce, Repsource, FLOW, bilingualism (English/French), MBA
Technologies
Excel, PowerPoint, Salesforce, Repsource, FLOW
Responsibilities
Own end-to-end administration of Partner Rewards Program (enrolment, onboarding, reward fulfilment); Deliver sales tracking, production reporting, and program analytics; Support executive reporting and Monthly/Quarterly Business Reviews; Coordinate program communications and engagement activities; Support User Acceptance Testing (UAT) for product launches and pricing changes; Develop UAT plans, test cases, and scenarios; Prepare business cases and briefing materials for leadership decision-making.
Seniority
Senior, hands-on IC