Patrick Madera

Background

About Patrick Madera

I'm a strategic operations leader with a passion for transforming how organizations manage vendor relationships and deliver operational excellence. Over the past 15+ years in the wealth financial services industry, I've built my career on a simple principle: when you align vendor capabilities with business strategy and empower teams with the right governance frameworks, extraordinary results follow. Currently leading Vendor and Operations Oversight at Sun Life Financial, I manage critical relationships with business process outsourcers supporting our wealth operations. My focus is on creating robust governance frameworks that don't just check compliance boxes—they actively optimize service delivery, mitigate risk, and drive business value. What I Bring to the Table: Vendor & Third-Party Risk Management – Implemented comprehensive vendor oversight frameworks that standardized practices across wealth operations while ensuring regulatory compliance and enterprise risk alignment Operational Excellence – Led continuous improvement initiatives that enhance service levels, boost productivity, and improve cost-effectiveness across complex operational environments Strategic Leadership – Partner with C-suite executives and cross-functional leaders to align operational capabilities with organizational objectives and market demands Change Management – Prosci-certified change practitioner with proven ability to lead teams through transformational initiatives while maintaining service excellence Industry Expertise – Active participant in investment fund industry committees (IFIC, FundSERV), bringing external insights to drive internal innovation Career Highlights: → Established the Vendor Oversight Framework for Wealth Operations at Sun Life Financial, defining accountability structures and service delivery models → Led operational assessments and quality management initiatives that optimized service delivery across multiple outsourcing partnerships → Managed cross-functional teams and vendor relationships for international clients, consistently exceeding SLA commitments → Represented organizations on industry committees, influencing policy changes and operational best practices What Drives Me: I'm energized by complex challenges that require both strategic thinking and tactical execution. I thrive in environments where I can mentor teams, influence stakeholders at all levels, and create measurable impact through operational innovation.