01Overview
Assistant Manager-Transformation Consulting
Experience: Not Available to Not Available years
Location: Gurugram, Haryana
Skills: AI, automation, GenAI, intelligent document processing, decision intelligence, human-in-the-loop systems, product ownership, JIRA, process mapping tools, presentation software, Lean, Design Thinking, Product Management, CSM, PSM, financial services, insurance, Power Platform, PEGA, RPA tools
Job Description
You are as unique as your background, experience and point of view. Here, youll be encouraged, empowered and challenged to be your best self. You'll work with agile 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 Job Description Role Summary
Sun Life is expanding its Intelligent Automation and AI transformation capabilities, with a strong focus on AIled, agentic, and decisiondriven 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 highvalue use cases, translate complex business problems into AIready product opportunities, and ensure work is prioritised and delivered with explicit value outcomes. While traditional automation remains an important lever, the primary focus of this role is on AIenabled and agentic solutions, including GenAI, intelligent document processing, decision intelligence, and humanintheloop systems.
Main Accountabilities
Own and lead the intake, discovery, and triage of AI and automation opportunities, with a strong emphasis on AIfirst solutions
Design and facilitate AI discovery and opportunityshaping workshops to help business leaders understand what is possible with GenAI, agentic workflows, and intelligent decisioning
Conduct deepdive process and work analysis to identify decision points, judgementheavy 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, humanintheloop controls, and nonfunctional 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 endtoend workflows
Ensure AI use cases are designed with appropriate governance, controls, risk awareness, and ethical considerations
Identify opportunities to enhance existing automations with AI capabilities, such as intelligent triage, summarisation, recommendations, or decision support
Support agile delivery by prioritising backlogs, participating in planning and reviews, and steering teams toward valuedriven outcomes
Prepare executiveready value cases, narratives, and readouts explaining AI opportunities, progress, outcomes, and learnings
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 AIenabled operating models, including humanintheloop, exceptionbased automation, and agent coordination
Working knowledge of GenAI, LLMpowered solutions, intelligent document processing, decision intelligence, and lowcode 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, productoriented delivery models
Strong communication skills, especially the ability to explain AI concepts in .