Senior Manager, Institutional Business Development & Client Relationships

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:

About the role:

Sun Life Global Investments - where ambition meets opportunity!

There are many reasons why we’ve 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, we’re looking for bold, driven professionals to help shape what’s next.

You’re looking for a career with purpose. We’re 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 SLGI's 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

What's 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 a 2022, 2023, 2024 and 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 thebrightside@sunlife.com.

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.

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