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Director, Institutional Business Development & Client Relationship
Sun LifeDirector leading business development and client relations at Sun Life across Western Canada. Responsible for building strategic relationships and driving growth in institutional investments.
About the role
Key responsibilities & impact- 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.
- Amplify SLGI’s brand visibility through regional roadshows, client events, and strategic communications.
- Deliver compelling presentations at pension and investment committee meetings.
- Serve as a trusted advisor to our largest plan sponsors.
Requirements
What you’ll need- 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
- University degree in business, finance, or a related field
- CFA and/or ASA designation is a strong asset
- Licensing as required for specific markets
Benefits
Comp & perks- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
- Sales incentive plans
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
business developmentclient relationship managementinvestment productspension plansgroup retirement landscapestrategic communicationspresentation skills
Soft Skills
communicationinfluencingstrategic mindsetproblem-solvingclient-focused
Certifications
CFAASA