- 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