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) to.
Market Engagement & Thought Leadership
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 Sun Life Delegated DC offering.
Collaborate with fellow regional Directors to achieve national sales goals.
Client Experience Excellence
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 to keep our internal teams aligned and informed.
What You Bring
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.
Your Background
University degree in business, finance, or a related field.
CFA and/or ASA designation is a strong asset.
Licensing as required for specific markets.
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 whe
Additional Information
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:
There are many reasons why Sun Life Global Investments (SLGI) has become one of the fastest-growing institutional and retail 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 with over 15 years experience as an asset manager and over $60B in AUM (Institutional & retail), including our broader Sun Life Global Investments (SLGI) 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.
We're looking for a dynamic, business development and client-focused leader to champion our brand and solutions across Western Canada. As Director of Institutional Business Development & Client Relations, you'll be at the forefront of building deep, strategic relationships with investment consultants, group retirement advisors, and plan sponsors-driving growth and elevating SLGI's presence in the institutional investment space. There's never been a more compelling time to join SLGI. As demand grows for differentiated solutions that support long-term retirement outcomes, we've expanded our offering with new funds and solutions-building strong momentum and a growing pipeline of opportunities.
This is more than a business development and client relations role - it's a chance to shape the future of retirement solutions in Western Canada, working alongside top-tier teams across SLGI, Sun Life Group Retirement Services (GRS), and SLC Management.
Sunlife · Vancouver, Bc, Canada