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:

Interested in joining a dynamic, people focused asset management firm? Since it was established in 2010, Sun Life Global Investments (SLGI) has grown to become a leading investment firm in Canada. SLGI has bold ambitions and is guided by driving financial security and successful retirement outcomes for Canadians. SLGI markets its funds through institutional and retail distribution channels. The institutional channel works directly with plan sponsors, consulting partners and group advisory market for DC plans, and affiliated asset managers for DB plans, Insurance channel, Foundations and Endowments. We also work very closely with our partners in Sun Life GRS and their rollover business, which are important distribution channels for the institutional business. Retail channels include IIROC, MFDA and MGA market.

To learn more about the SLGI Institutional Business, please visit: https://www.slgiinstitutional.com/en/

As a result of internal role change, we are seeking to fill the position of Director, Institutional Business Development and Client Relationships, Ontario. The mandate of this role is to lead institutional relationships, service institutional clients and undertake business development efforts in the Ontario market.   

This role is located in Toronto. The candidate will report directly to the Head of Institutional Business for SLGI (located in Montreal).

What will you do:

Business planning and support

• Support colleagues in building annual strategic plan and establishing objectives and key results indicators for the region.
• Execute on the strategic plan, while driving accountability for regional results.
• Pivot with business needs and lead sales, relationship and retention initiatives for the region.
• Track emerging markets trends and factoring them in the annual strategic plan.

Business Development and Relationship Management

• Increase visibility and awareness of SLGI in the Ontario marketplace
• Establish firm’s Unique Value Proposition in the market
• Identify, develop and close new business opportunities.  
• Collaborate with distribution channel partners in furthering progress on annual objectives
• Keep clients and key partners abreast of new product developments/ changes and new solutions.
• Build cross-functional partnership with functions like such as Multi Asset Solutions team, Marketing, Product etc. to drive business development efforts and identify positioning gaps.
• Enhance client servicing framework to foster a service excellence culture for clients and key external and internal partners
• Work with regional field consultants and internal partners in completing inbound client or intermediary requests.
• Undertake regional webinars, presentations and social events to raise awareness and position SLGI investment solutions.

People Leadership

• Manage, lead and develop a direct report.
• Engage in meaningful coaching, career development and employee wellness conversations with direct report(s)

What do you need to succeed:

• Team player:
  • Positive attitude valuing collaboration
  • Outcome driven, accountable and ownership mindset
  • Proactive, self-starter with business acumen

• Institutional relationships:
  • Proven track record in institutional relationship management and business development.
  • Established credibility with clients and industry partners

• Communication skills:  
  • Demonstrated, strong interpersonal, communication and presentation skills
  • Demonstrated strong problem-solving skills with the ability to quickly and effectively resolve client concerns

• Investment acumen:
  • Knowledge of investment products and services, and a strong understanding of the pension industry and fundamentals of capital markets
  • Ability to analyze/interpret/communicate complex investment principles and figures

• Technology savvy:
  • Familiarity with investment and sales software applications such as eVestment, Salesforce, etc.

Education and Experience

• University Degree or related education, accompanied by a minimum of 10 years’ experience with related accountabilities.
• CFA and/or CFP and/or FSA/ASA designation seen as an asset
• May require other licenses to sell into certain markets, as required by the industry

What's in it for you:

• Flexible work arrangements that prioritizes work life balance
• Opportunity to be a part of SLGI’s growth journey

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:

105,000/105 000 - 175,000/175 000

Job Category:

Sales - Client Relationship Management

Posting End Date:

05/09/2024