- 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

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