Build trusted relationships with leading consulting firms and large advisory organizationsDevelop and execute an annual plan to strengthen consultant endorsements and product ratingsImplement coverage strategies for manager research teams and advisory firmsCommunicate new products, solutions, and enhancements, including Sun Life’s Delegated DC and SLC DB offeringsAddress partner information needs and collaborate with Sales Support on investment contentLead investment due diligence initiatives with Portfolio Management, Responsible Investment, Product, Marketing, Institutional Business, and FinanceHelp maintain accurate and timely database content and coordinate risk and governance reviewsReview quarterly fund and solution commentaries for clear, client-friendly insightsStrengthen research and insights for SLGI’s Thought Leadership ProgramShare insights and provide technical support to Business Development and Client Relationship teamsContribute to competitive positioning assessments and cross-functional go-to-market strategiesBuild lasting consultant and partner relationships, advance strategic priorities, and support asset growth and retentionRequirements15+ years of experience driving institutional business development and managing senior client relationshipsStrong knowledge of investment products, pension plans, and the group retirement marketExecutive presence and credibility with senior internal and external stakeholdersProven ability to build relationships, manage stakeholders,



and navigate complex organizationsCollaborative leadership style and ability to drive alignment without direct authorityExcellent communication, presentation, and influencing skillsStrategic, client-focused mindset with a track record of solving challenges and delivering resultsProficiency with Salesforce, eVestment, and related business-development toolsBilingual in French and EnglishUniversity degree in business, finance, or a related fieldCFA and/or ASA designation is a strong assetLicensing as required for specific marketsCore CompetenciesDemonstrates extensive experience in institutional business development and managing senior client relationships, with a solid 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 keywordsInstitutional Business DevelopmentInvestment Products KnowledgeSalesforce ProficiencyBilingual in French and EnglishCFA and/or ASA DesignationHard SkillsInvestment ProductsPension PlansGroup Retirement MarketDatabase ManagementRisk and Governance ReviewsFund Commentary ReviewCompetitive Positioning AssessmentsStrategic PlanningDue Diligence InitiativesClient Relationship ManagementSoft SkillsExcellent CommunicationCollaborative LeadershipInfluencing SkillsStrategic MindsetRelationship BuildingCertifications & QualificationsCFAASAUniversity Degree in Business or FinanceIndustry KeywordsConsultant EndorsementsAdvisory FirmsInvestment ContentThought Leadership ProgramAsset GrowthClient RetentionTools & TechnologiesSalesforceEVestmentBusiness-Development Tools#J-18808-Ljbffr

📌 Director, Institutional Consultant Relations - C$110,000 - C$180,000 A Year (Winnipeg)
🏢 Sun Life
📍 Winnipeg