Director, Institutional Business Development – Client Relationship
Sun Life
full-time
Posted on:
Location Type: Hybrid
Location: Vancouver • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$110,000 - CA$180,000 per year
Job Level
Lead
About the role
- Develop and execute annual business plans to drive pipeline growth, close sales, and strengthen Client retention across Western Canada.
- Build and manage a coverage strategy for investment consultants and group plan advisors.
- Identify and pursue new opportunities with plan sponsors, in partnership with internal teams (GRS Client Relations, Business Development and Investment Solutions Teams, and SLC Management).
- Amplify SLGI’s brand visibility through regional roadshows, client events, and strategic communications.
- Deliver compelling presentations at pension and investment committee meetings, showcasing the value of SLGI’s solutions.
- Serve as a trusted advisor to our largest plan sponsors—ensuring proactive engagement and annual touchpoints.
Requirements
- 10+ years of proven success in institutional business development and client relationship management.
- Deep understanding of investment products, pension plans, and the group retirement landscape.
- Exceptional communication, influencing, and presentation skills.
- Strategic mindset with a passion for solving client challenges and driving results.
- Proficiency in tools like Salesforce and eVestment.
- Bilingual (French & English) – essential for engaging with clients and partners across Eastern Canada.
Benefits
- Health insurance
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
business developmentclient relationship managementinvestment productspension plansgroup retirement
Soft skills
communicationinfluencingpresentationstrategic mindsetproblem-solving