Director, Institutional Consultant Relations

Sun Life

Institutional consultant relations director advancing Sun Life Global Investments’ products and market positioning. Building advisory relationships, improving ratings, and supporting institutional asset growth.

Posted 8/20/2026full-timeToronto • 🇨🇦 CanadaLead💰 CA$110,000 - CA$180,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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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 DevelopmentInvestment Products KnowledgeSalesforce ProficiencyBilingual in French and EnglishCFA and/or ASA Designation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment ProductsPension PlansGroup Retirement MarketDatabase ManagementRisk and Governance ReviewsFund Commentary ReviewCompetitive Positioning AssessmentsStrategic PlanningDue Diligence InitiativesClient Relationship Management

Soft Skills

Excellent CommunicationCollaborative LeadershipInfluencing SkillsStrategic MindsetRelationship Building

Tools & Technologies

SalesforceEVestmentBusiness-Development Tools

Certifications & Qualifications

CFAASAUniversity Degree in Business or Finance

Industry Keywords

Consultant EndorsementsAdvisory FirmsInvestment ContentThought Leadership ProgramAsset GrowthClient Retention

About the role

Key responsibilities & impact

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 new 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

What you’ll need

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

Benefits

Comp & perks

Hybrid work arrangement with flexibility to work from the office and virtually
Supportive, flexible, and inclusive work environment
Learning, growth, and career development opportunities
Incentive plans for eligible employees, with payment subject to individual and company performance
Sales incentive plans for certain sales-focused roles
Accommodation support during the application process
Employee participation in transformation, sustainability, and innovation initiatives