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:

Role Summary

Do you want to join a young and dynamic asset management firm? Sun Life Global Investments (SLGI) is one of Canada’s fastest growing institutional asset managers in the Defined Contribution industry. It primarily markets its funds to plan sponsor clients of Sun Life’s Group Retirement Services (GRS) defined contribution (DC) business and to Sun Life’s Client Solutions (rollover) area.
 

The Senior Manager, Institutional Sales & Client Support is the primary inside point of contact between Product, Marketing and the Institutional Business Development (DB) and Client Relationship (CR) team. This role has is also the primary contact for the Institutional BD and CR team day to day operational needs. The ideal candidate’s key accountability will be to oversee the support provided to the Institutional BD and CR team, helping them foster strong relationships & excellence in servicing with our internal partners GRS and Client Solutions, our external partners (consultants & group advisors) and our largest DC Clients.

The incumbent will coordinate activities related to Client and sales presentations, communications, requests for proposal/information, and event management. He will also be working in tight collaboration with the Marketing team on the creation of persuasive marketing collateral.

The incumbent will manage, lead and develop the Institutional Sales & Client Support team to their full potential.

This role can be located in Montreal or Toronto. The candidate will report directly to the Director, Institutional Business located in Montreal.

Main Accountabilities

Working in close collaboration with Institutional Business team, the candidate will have the main following accountabilities:

Sales & Client Support and Reporting

• Manage and deliver all ad-hoc and regular Client reporting including quarterly updates of pitchbooks, marketing materials and sales support collateral
• Coordinate Sales & Client presentations in partnership with Marketing and Product teams:
• Customize and/or personalize presentations (e.g. for specific audiences or territories)
• Act as liaison between Marketing and Product teams and Institutional Business Development (BD) and Client Relationship (CR) team to ensure that presentations contain the appropriate information
• Oversee the delivery of quarterly mass e-communications to internal & external business partners
• Ensure the Institutional BD and CR team receive the required
• Develop strong partnerships with internal partners GRS and Client Solutions

CRM data management and Sales analytics / reporting

• Help maintain and enhance the CRM database (Salesforce), and generate quarterly reports
• Maintenance of SLGI SharePoint (intranet), and help maintain our documentation on the SLGI website

Requests for Proposal/Information (RFP/RFI)

• Lead the RFP/RFI process to ensure consistency, accuracy and on time delivery, and draft responses in collaboration with cross-business teams such as Product, Portfolio Management, Legal and Compliance
• Help develop new RFP/RFI content in collaboration with the Portfolio Management team and SMEs of functional teams
• Maintain the RFP/RFI database with current and accurate responses
• Help the Institutional BD and CR team with adhoc data & information requests
• Help the Sales support team maintain the quarterly request log to ensure excellence in servicing

Process Improvement

• Take initiative to recommend, conceptualize, plan, build and implement process improvements
• Manage other projects as required

People Management

• Manage, lead and develop the Institutional Sales & Client Support team

Knowledge/Skills/Experience/Competencies:

• Knowledge of the pension/institutional investment management business & investment products a requirement
• Understanding of sales and marketing processes and environment
• Understanding of Sun Life’s Group Retirement Services and Client Solutions (rollover) businesses and purpose
• Excellent communication, influencing and interpersonal skills (questioning, listening, writing, observing)
• Strong interpersonal skills and the ability to influence peers to achieve a desired result
• Proven ability to collaborate across all levels including listening and facilitation skills
• A team player with solid project management skills and the ability to manage and prioritize a portfolio of initiatives
• Ability to work with a sense of urgency in a fast-paced environment and balance competing priorities
• Ability to be flexible and able to adapt to a frequently changing environment
• Continuous improvement and problem-solving mindset
• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.

Requirements:

• Undergraduate Business or equivalent university degree or college diploma
• Knowledge of the pension/institutional investment management business & investment products a requirement
• Minimum 7 years of work experience, with 5+ years in Institutional Sales & Client Support
• Proficient with computer applications such (Outlook, Windows, Excel, Word and PowerPoint)
• Some travel may be required

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 ‘[email protected].

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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 [email protected].

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.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

76,000/76 000 - 125,000/125 000

Job Category:

Sales - Distribution Support

Posting End Date:

10/10/2024