Director of Institutional Business Development
Sun Life Financial • vancouver, Canada
Role Description
Drive impactful client solutions as the Director of Institutional Business Development & Client Relations at Sun Life Global Investments in Western Canada. Champion innovative retirement strategies.
This role encompasses the advancement of business development efforts and deepening client relations. You’ll leverage a solid background in investment products and a strategic mindset to enhance SLGI’s presence in the competitive landscape. Act as a trusted advisor by proactively engaging with key stakeholders and advocating for clients’ best interests.
Key Responsibilities: • Strategically grow client relationships and close sales • Identify new opportunities with plan sponsors • Enhance brand presence through events and communications • Present compelling solutions at client meetings • Provide quarterly training to internal teams
Requirements: • 10+ years in institutional client relationship roles • In-depth knowledge of pension plans and investment products • E...
This role encompasses the advancement of business development efforts and deepening client relations. You’ll leverage a solid background in investment products and a strategic mindset to enhance SLGI’s presence in the competitive landscape. Act as a trusted advisor by proactively engaging with key stakeholders and advocating for clients’ best interests.
Key Responsibilities: • Strategically grow client relationships and close sales • Identify new opportunities with plan sponsors • Enhance brand presence through events and communications • Present compelling solutions at client meetings • Provide quarterly training to internal teams
Requirements: • 10+ years in institutional client relationship roles • In-depth knowledge of pension plans and investment products • E...