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 new 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 Robust 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 #J-18808-Ljbffr

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