Job Description: Sun Life Global Investments offers Canadians a diverse lineup of mutual funds, portfolio solutions and guaranteed investments, empowering them to pursue their financial goals at every life stage.

We bring together the strength of one of Canada’s most trusted names in financial services with some of the best asset managers from around the world to deliver a truly global investment platform.

Reporting to the Head of National Accounts, the Director of National Accounts, will be responsible for the execution of a holistic national account strategy across a variety of channels.

The individual will work closely with dealers to drive retail sales within these key account firms and ensure the delivery of a consistent and industry leading national account experience.

The incumbent will work closely with their National Accounts counterparts across Sun Life Global Investments, including Retirement, Insurance, Institutional, and Private Wealth to drive sales consistency and identify business and relationship growth opportunities.

What will you do Maintain a strong working knowledge of industry issues relevant focused firms.

Create and execute individual business development plans for assigned key accounts Collaborate with other National Account teams to share best practices and find new opportunities to drive retail sales.

Create and execute sales development plans and strategies with each assigned Key Account Schedule regular sales and business development plan reviews with each firm.





Collaborate with Wealth Sales leaders to maximize sales effectiveness strategies across all Key Accounts Collaborate with peer Relationship Managers to leverage best practices and new business opportunities Increase mutual fund and segregated fund approvals and recommendations on dealer platforms Liaison with internal product and marketing teams for effective collaboration Liaison with sub-advisory partnerships Ensure the vision and goals of National Accounts are properly implemented and executed within the guidelines and expectations as defined.

Highlight challenges, issues, opportunities, and potential solutions for Key Account firms Help build out and support best practices across all Key Accounts Develop, execute, and monitor business development plans with each assigned Key Account Collaborate with various functional business units to ensure delivery of a consistent and industry leading national account experience Work closely with Wealth Sales leaders to ensure effectiveness of overall sales growth strategy Provide input and support on various sales committees on key initiatives and projects Represent National Accounts on various sales and product committees Attend where appropriate dealer conference and training events to represent Sun Life Global Investment Work closely with sales leaders to drive overall National Accounts strategy and identify growth opportunities and execute a consistent key account experience across retail sales Implement initiatives that will support the growth of the business and the enhancement of a holistic national account strategy across retail sales Participate as a key member of the leadership team in discussions surrounding overall strategy.

Work with assigned National Account firms to determine the most effective business development strategies to maximize budget allocations Manage assigned business development and travel and entertainment budget What do you need to succeed Excellent relationship management skills Minimum 10 years’ experience in Investment business Strong product knowledge – both mutual funds and segregated funds Sales background in financial services Strong knowledge of National Instrument, sales practice guidelines Strong knowledge of the financial services industry rules and regulations Strategic thinker and planner Strong team player Group presentation skills / robust public speaking skills Ability to influence – getting results through others Strong skills in the area of change management and implementation Excellent business acumen, communication, decision making and personal effectiveness skills Results and achievement oriented A commitment to self-development Scope (Dimensions & Organizational Impact) Accountable for relationship management of assigned key accounts for FSB, Family office and PIC firms Accountable for building effective sales and business development strategies for all assigned National Accounts Collaboration with colleagues on the National Accounts team and Wealth Sales leadership team.

📌 Director, National Accounts (Toronto)
🏢 Sun Life
📍 Toronto