Director, Institutional Business Development & Client Relationship, Western Canada
About The Position
Sun Life Global Investments (SLGI) is seeking a dynamic, business development and client-focused leader to champion its brand and solutions across Western Canada. As the Director of Institutional Business Development & Client Relations, you will be responsible for building strategic relationships with investment consultants, group retirement advisors, and plan sponsors to drive growth and enhance SLGI's presence in the institutional investment sector. This role offers an opportunity to shape the future of retirement solutions in Western Canada, collaborating with teams across SLGI, Sun Life Group Retirement Services (GRS), and SLC Management. SLGI has over 15 years of experience as an asset manager with over $60B in AUM (Institutional & retail) and focuses on developing innovative solutions for risk management and financial security.
Requirements
- 10+ years of proven success in institutional business development and client relationship management.
- Deep understanding of investment products, pension plans, and the group retirement landscape.
- Exceptional communication, influencing, and presentation skills.
- Strategic mindset with a passion for solving client challenges and driving results.
- Proficiency in tools like Salesforce and eVestment.
- University degree in business, finance, or a related field.
- Licensing as required for specific markets.
Nice To Haves
- CFA and/or ASA designation is a strong asset.
Responsibilities
- Develop and execute annual business plans to drive pipeline growth, close sales, and strengthen Client retention across Western Canada.
- Build and manage a coverage strategy for investment consultants and group plan advisors.
- Identify and pursue new opportunities with plan sponsors, in partnership with internal teams (GRS Client Relations, Business Development and Investment Solutions Teams, and SLC Management).
- Amplify SLGI’s brand visibility through regional roadshows, client events, and strategic communications.
- Deliver compelling presentations at pension and investment committee meetings, showcasing the value of SLGI’s solutions, including the Sun Life Delegated DC offering.
- Collaborate with fellow regional Directors to achieve national sales goals.
- Serve as a trusted advisor to our largest plan sponsors, ensuring proactive engagement and annual touchpoints.
- Respond swiftly to RFPs, information requests, and ad hoc inquiries with support from our Client & Sales Support team.
- Lead quarterly training sessions for Financial Services Consultants of the Sun Life Client Solution Center.
Benefits
- Supportive, flexible, and inclusive work environment
- Opportunities to learn, grow, and succeed
- Collaborative leaders and colleagues
- Hybrid work model offering choice and flexibility to work from both the office and virtually
- Incentive plans (discretionary, subject to individual and company performance)
- Sales incentive plans based on individual or group sales results (for sales-focused roles)
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What This Job Offers
Job Type
Full-time
Career Level
Director
