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    Managing Director/Sr. Investment Director - Toronto, Canada - Sun Life

    Sun Life
    Sun Life Toronto, Canada

    3 weeks ago

    Default job background
    Full time
    Description

    Job Description

    : What Is in It for You: As the Senior Investment Director, you will be responsible for communicating information about investment strategies to both internal and external group such as prospects, existing clients, advisors, and consultants. The Senior Investment Director will also help set strategic direction, engage in thought leadership, and interact with the portfolio management teams on a daily basis. The ideal candidate will be a player/coach who has attained deep expertise in private markets asset classes or strategies and will play an active role in supporting SLC's worldwide growth in the following areas: Revenue Growth
  • Represent SLC in new business presentations, finals, and portfolio review meetings
  • Develop and conduct education/training for client-facing personnel
  • Raise profile of competitive investment strategies or solutions to the client-facing organization
  • Develop messaging and create content of materials to differentiate SLC and explain performance
  • Collaborate with client-facing colleagues to develop customized client solutions
  • Opportunistically provide insight to distribution and global portfolio content & analytics partners in the completion of highly customized requests for proposals (RFPs)
  • Attend due diligence or sales events as required
  • Provide portfolio updates to internal and external partners
  • Understand each channel and develop appropriate product strategy
    • Product Management
  • Competitive Analysis – Analyzing assets and flows, competitive performance, and positioning; communication throughout the organization
  • Articulate points of differentiation for SLC products and strategies
  • Market support – Creating content for fact sheets, brochures, or web content. Developing story lines for fund positing, and proving input on public relations, website, sales presentations, and talking points
  • Coordinate with portfolio management, sales, and marketing to ensure and communicate consistent product position and messaging
  • Develop proactive insights, perspectives, product training, and support to sales teams
  • Create new analytical tools and frameworks
  • Develop long-term strategic business plans for existing products
  • Product positioning and competitive differentiation; define unique capabilities and benefits/value proposition to effectively retain existing clients
  • Develop and communicate expertise on mutual fund and institutional industry trends
    • Thought Leadership
  • Present at industry conferences and SLC roundtables
  • Create non-product related content for SLC's website and other media. Author articles to be published in industry and other periodicals
  • Contribute to the direction of SLC marketing themes
  • Establish reputation for SLC in the marketplace
  • Actively participate in the firm's PR efforts
    • Product Development
  • Contribute new product development ideas
  • Gather and communicate intelligence from client/ prospect/ consultant meeting
  • Create client-facing enthusiasm for innovative new products
  • Collaborate with product development and portfolio management colleges to bring new ideas to market
    • Business Partner
  • Share insights garnered externally with investment, client facing and product
  • Client advocate within the organization
  • Comprehensive knowledge of investment philosophy, process, performance, and research
  • Independent, objective an experienced investment professional that serves as the crucial feedback mechanism to the investment management and distribution teams
  • Strong capital market knowledge combined with the ability to interpret and communicate ethe impacts to investment performance
  • Understand investment strategies, performance, and attribution analysis
  • Develop deep partner relations with all SLC functional units and knit groups together
    • WHAT YOU WILL DO:
  • 15 years of relevant experience and demonstrated leaderships skills
  • Strong investment knowledge of capital markets and asset management
  • Proven client relations skills, including the ability to manage multiple constituent relationships within the organization
  • Ability to command respect from the external investment community, including clients, and have prior management experience
  • Excellent interpersonal skills, including excellent communication skills and product knowledge
  • Poise, judgment and gravitas to represent SLC with clients and prospects
  • Must be a self-starter who is achievement orientated, motivated and has proven problem solving skills in a client service role coupled with creative solutions
  • Strong attention to detail with the ability to manage multiple tasks simultaneously
  • Willingness to travel substantially
  • MBA preferred, CFA required
    • PREFERRED SKILLS:
  • Analytical, strategic thinker with the ability to implement and prioritize a multitude of tasks
  • Experience in building relationships with a diverse range of stakeholders
  • Demonstrated comfort with ambiguity and a creative and entrepreneurial sprit
  • Extensive experience in managing multiple tasks and prioritizing
  • Team-oriented mindset
  • High integrity paired with a strong sense of accountability
  • Strong focus centered on the client experience
    • Why SLC Management?
  • Opportunity to work for a growing global institutional asset manager
  • 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 maternity, parental and adoption leave top up program, a partially-paid sabbatical program and much more
  • Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
  • A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
  • 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" by Glassdoor, Award for Excellence for Mental Health at Work, "Best Places to Work in Money Management" by Pension & Investments
    • SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.

    Job Category:

    Investment Sales & Service Salary Range 126,000/ ,000/210 000
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