Build trusted relationships with leading consulting firms and large advisory organizations

Develop and execute an annual plan to strengthen consultant endorsements and product ratings

Implement coverage strategies for manager research teams and advisory firms

Communicate current products, solutions, and enhancements, including Sun Life’s Delegated DC and SLC DB offerings

Address partner information needs and collaborate with Sales Support on investment content

Lead investment due diligence initiatives with Portfolio Management, Responsible Investment, Product, Marketing, Institutional Business, and Finance

Help maintain accurate and timely database content and coordinate risk and governance reviews

Review quarterly fund and solution commentaries for clear, client-friendly insights

Strengthen research and insights for SLGI’s Thought Leadership Program

Share insights and provide technical support to Business Development and Client Relationship teams

Contribute to competitive positioning assessments and cross-functional go-to-market strategies

Build lasting consultant and partner relationships, advance strategic priorities, and support asset growth and retention

Requirements

15+ years of experience driving institutional business development and managing senior client relationships

Strong knowledge of investment products, pension plans, and the group retirement market

Executive presence and credibility with senior internal and external stakeholders

Proven ability to build relationships, manage stakeholders, and navigate complex organizations

Collaborative leadership style and ability to drive alignment without direct authority

Excellent communication, presentation,



and influencing skills

Strategic, client-focused mindset with a track record of solving challenges and delivering results

Proficiency with Salesforce, eVestment, and related business-development tools

Bilingual in French and English

University degree in business, finance, or a related field

CFA and/or ASA designation is a strong asset

Licensing as required for specific markets

Core Competencies
Demonstrates extensive experience in institutional business development and managing senior client relationships, with a strong focus on investment products and the group retirement market. Proven ability to build strategic partnerships and drive alignment across complex organizations while delivering results.

Highest-signal resume keywords

Institutional Business Development

Investment Products Knowledge

Salesforce Proficiency

Bilingual in French and English

CFA and/or ASA Designation

Hard Skills

Investment Products

Pension Plans

Group Retirement Market

Database Management

Risk and Governance Reviews

Fund Commentary Review

Competitive Positioning Assessments

Strategic Planning

Due Diligence Initiatives

Client Relationship Management

Soft Skills

Excellent Communication

Collaborative Leadership

Influencing Skills

Strategic Mindset

Relationship Building

Certifications & Qualifications

CFA

ASA

University Degree in Business or Finance

Industry Keywords

Consultant Endorsements

Advisory Firms

Investment Content

Thought Leadership Program

Asset Growth

Client Retention

Tools & Technologies

Salesforce

EVestment

Business-Development Tools

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📌 Director, Institutional Consultant Relations (Ontario)
🏢 Jobtailor
📍 Ontario