Senior Manager, Institutional Business Development & Client Relationships
Senior Manager, Institutional Business Development & Client Relationships
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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. Youll 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 youll 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:
About the role:
Sun Life Global Investments - where ambition meets opportunity!
There are many reasons why weve become one of the fastest-growing retail and institutional managers in Canada and the strength of our parent company is just one of them. Our culture is built on working smarter solving problems together and embracing fresh perspectives to drive meaningful outcomes.
We see possibility in every challenge and work together to drive real lasting impact. Now in our 15th year as an asset manager and with over $60B in AUM (Institutional & retail) including our broader Sun Life Global Investments businesses we continue to focus on developing innovative solutions that help clients manage risk and achieve financial security. With big goals ahead were looking for bold driven professionals to help shape whats next.
Youre looking for a career with purpose. Were here to help you thrive. Build your future with us and invest in a career that invests in you.
The Senior Manager Institutional Business Development & Client Relationships will be accountable to expand SLGIs footprint in the group advisory market (Corporate Accounts) servicing existing relationship and building new ones. This position is designated to be the primary point of contact for group advisors and their clients which will include supporting educating and adding value to advisory relationships. This will be undertaken by collaborating with GRS Client Relationship Executives Regional Directors of Business Development and Investment Executive Specialists located in Ontario.
The Senior Manager Corporate Accounts and Business Development will also act as investment solutions subject matter expert to support business development initiatives and some key strategic initiatives.
The role is located in Toronto and will report directly to the Director Institutional Business Development & Client Relationships for Central Canada.
What will you do
Business Development and Client Relationships (70%)
- Support the growing group advisor market Ontario in the promotion and education of the SLGI products the maintenance of good relationships with these advisors and Client servicing (including meetings with group advisors and clients)
- Create sales opportunities by working with group plan advisors and various Sunlife partners (GRS)
- Expand the group advisory clientele identifying and meeting prospects that are not currently doing business with SLGI
- Meet and exceed annual sales target for the Ontario region
- Meet at least annually with key group advisors in the territory
- Organize events with group plan advisors clients and our internal GRS colleagues to promote SLGI and its investment solutions
Subject Matter Expert (20%)
- Manage coordinate and provide subject matter expertise throughout Request for Proposal (RFP) Request for Information (RFI) and Manager Research processes working in collaboration with SLGI Institutional Sales Support Team to obtain and maintain strong ratings from advisory and consulting firms
Business planning and support (10%)
- Help build and implement annuals strategic and tactical plans to support sales targets and client retention for the Ontario group advisory market.
- Run with established coverage model for Ontario group plan advisor and manage advisor focused events
- Support and act as project manager on Institutional Business strategic special and marketing/product/investments initiatives
- Support Business intelligence (BI) and data analysis working with the Product team
What do you need to succeed
- 6 - 8 years of experience with a proven record in Business Development and Client Relationship management
- 3 years of experience in the group advisory space
- University Degree or related education
- Equivalent work experience in the financial services industry
- Knowledge of investment products and services and a strong understanding of the pension industry and fundamentals of capital markets
- Strong influencing skills with business partners
- Ability to analyze / interpret / communicate investment figures and analysis
- Familiar with investment and sales software applications such as eVestment Salesforce etc.
- Demonstrated strong problem-solving skills with the ability to resolve client concerns quickly and effectively
- Highly motivated self-starter with strong business acumen
- Positive attitude interpersonal savvy high energy and team player
- May require other licenses to sell into certain markets as required by the industry
Preferred Skills
- CFA and/or CFP and/or ASA designation is an asset
Whats in it for you
- Hybrid work environment
- A friendly collaborative and inclusive culture
- 20 vacation days per year
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension stock and savings programs to help build and enhance your future financial security
- The opportunity to move along a variety of career paths with amazing networking potential
- Access to our Global Learning Centre available 24/7 for your learning needs
- Wellness programs that support the three pillars of your health mental physical and financial
Recent Awards:
- We are honoured to be recognized as aand 2025 Best Workplaces in Canada by Great Place to Work Canada
- Great Place to Work list for Best Workplaces for #HybridWork 2022
- Great Place to Work list for Best Workplaces for Professional Development in Canada 2022
- Named Best Places to Work by Glassdoor 2021 and 2023
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 .
We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business our Clients and you! Several 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:
78000/78 000 - 128000/128 000Job Category:
Sales - Distribution SupportPosting End Date:
13/07/2025Required Experience:
Senior Manager
Employment Type
Full-Time
