Director, National Accounts

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:

Join Sun Life Global Investments as Director of National Accounts where youll lead strategic relationships with a select group of premier Full-Service Brokerage (FSB) dealers Family Offices and Private Investment Counsel (PIC) this impactful role youll drive retail sales growth foster cross-functional collaboration and deliver industry-leading service while building meaningful partnerships that drive mutual success.

What will you do

Strategic Account Leadership

• Develop and execute comprehensive business development plans for assigned key accounts

• Maintain deep industry knowledge of assigned FSB Family Office and PIC firms to identify growth opportunities

• Build and implement strategic sales initiatives that maximize Mutual Funds ETFs SMAs Private Markets Segregated Funds and Alternatives sales

• Conduct regular strategic reviews with key accounts to monitor progress and refine strategies

• Represent National Accounts interests on cross-functional committees and initiatives

Sales Execution & Growth

• Drive retail sales consistency across assigned accounts through effective relationship management

• Increase mutual fund ETF SMAs segregated fund approvals and recommendations on dealer platforms

• Collaborate with Wealth Sales leaders to optimize sales effectiveness and identify growth opportunities

• Coordinate with National Accounts teams across Sun Life Global Investments (Insurance Institutional Private Wealth) to ensure sales consistency and leverage business opportunities

Organizational Alignment & Continuous Improvement

• Serve as liaison with internal product marketing and sub-advisory teams to ensure seamless collaboration

• Identify and communicate challenges opportunities and solutions to support business growth

• Share best practices across National Accounts to elevate performance

• Support and implement change management initiatives across assigned accounts

Budget & Financial Planning

• Manage assigned business development and travel budgets effectively

• Partner with key account firms to optimize budget allocation and maximize ROI

What do you need to succeed

• Minimum 10 years of experience in investment business with a strong sales background in financial services

• Demonstrated expertise with mutual funds segregated funds and alternative investments

• Thorough knowledge of National Instruments sales practice guidelines and financial services regulations

• Proven ability to develop and execute complex multi-stakeholder strategies

• Strong relationship management and influence skills with track record of achieving results through others

• Excellent communication presentation and group facilitation abilities

• Strategic thinker with strong business acumen and decision-making capabilities

• Change management and implementation experience

• Results-oriented mindset with commitment to continuous professional development

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 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 may use artificial intelligence to support candidate sourcing screening interview scheduling.

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

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