Sun Life

Managing Director – Business Development

Sun Life

full-time

Posted on:

Location Type: Hybrid

Location: Wellesley Hills • Massachusetts, New York • 🇺🇸 United States

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Salary

💰 $171,500 - $278,500 per year

Job Level

Lead

About the role

  • Partner with the BD team to create and implement a market segmentation strategy for the region.
  • Develop a strategic sales plan and create a strong sales pipeline by building and nurturing relationships with institutional investors and consultants.
  • Raise awareness of SLC’s capabilities and investment solutions through targeted prospecting activities.
  • Contribute to achieving SLC Management’s ambitious sales and revenue targets.
  • Own the sales process through the entire cycle, from target market analysis, qualifying prospects, partnering to manage RFP responses, leading meetings, and follow-up.
  • Collaborate with the Client Relationships team to develop cross-selling opportunities with existing clients.
  • Work with the Client Relationships team to negotiate contracts.
  • Develop strong relationships with colleagues at affiliate companies to promote SLC Management’s full spectrum of solutions, to make referrals and to approach the market in an aligned and coordinated fashion.
  • Take an active role in developing less experienced team members.
  • Enhance SLC Management’s brand by effectively building relationships and presenting investment solutions to prospects, consultants and industry organizations through in person connection, written, verbal and electronic media.
  • Develop and maintain knowledge across SLC’s full range of products and systems, including the strategies and market trends of all investment teams.
  • Develop a presence in the region and proactively seek out information about competitors, innovative solutions, market trends and investor needs. Share this information with the team and support the development of new solutions and strategies.

Requirements

  • 10+ years relevant experience in a business development/client relationship function working with institutional investors and consultants or relevant financial services experience
  • Must have FINRA Series 7 license or willingness to obtain within 90 days of your start date
  • Proven track record of successful marketing to institutional investors; driven to find the best solutions for prospects and clients
  • Strong fixed income knowledge; experience within investment grade private credit is strongly preferred
  • CFA designation (or in pursuit of) strongly preferred
  • Understanding of institutional investment marketplace, portfolios, and products
  • Exceptional communication skills (written, verbal, and presentation) with the ability to make clear recommendations, advise and influence.
  • Ability to manage projects from start through completion.
  • Excellent emotional intelligence; ability to nurture and grow relationships and collaborate with various stakeholders.
  • Proven ability to think and perform strategically while keeping track of the details.
  • A team player with a tenacious, winning attitude and highly charged, positive disposition.
  • A willingness and ability to travel regularly.
Benefits
  • Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time
  • Market-leading paid family, parental and adoption leave
  • Partially-paid sabbatical program
  • Medical plans
  • Company paid life and AD&D insurance
  • Disability programs and more
  • Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match
  • Employer-funded retirement account
  • Flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development
  • The opportunity to move along a variety of career paths with amazing networking potential
  • Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work in Money Management” by Pension & Investments, “Top 10” employer by the Boston Globe's “Top Places to Work” two years running

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
business developmentclient relationship managementmarket segmentation strategysales pipeline developmentRFP managementcontract negotiationproject managementfixed income knowledgeinvestment grade private creditinstitutional investment marketplace
Soft skills
communication skillsemotional intelligencerelationship buildingcollaborationstrategic thinkingattention to detailteam playerpositive dispositioninfluencing skillsproblem-solving
Certifications
FINRA Series 7 licenseCFA designation
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