Job Description

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

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Do you want to join a young and dynamic asset management firm? Sun Life Global Investments (SLGI) is one of Canada's fastest growing institutional asset managers for Defined Contribution pension plans, helping Canadians close the retirement gap. Through external intermediaries including investment consultants and group advisors, SLGI markets its investment products primarily to plan sponsor clients of Sun Life's Group Retirement Services (GRS) defined contribution (DC) business, and to plan members of Sun Life's Client Solutions.

The Associate, Institutional Sales and Client Support will work closely with members of SLGI's Institutional Business Development (BD) and Client Relationship (CR) team, and with its internal partners, including Product, Marketing, Compliance, ...etc., contributing exceptional support to the overall client acquisition and servicing efforts, as well as growth of the business.

The incumbent will manage regular day-to-day sales and client support responsibilities and deliver ad-hoc requests related to monthly and quarterly reporting, custom data/reports, meeting presentations, communications, requests for proposal/information, event management and maintenance of CRM (Salesforce) information. The individual will also be working in tight collaboration with the Marketing team on the creation of persuasive sales support tools and marketing collaterals.

What will you do?

Sales & Client Support and Communications

Update quarterly Client reports (presentation templates, performance reports, org charts, bios etc.) and pitchbooks in collaboration with subject matter experts as well as marketing, product and compliance teams

Co-ordinate the completion of RFP/RFI requests, maintain and administer RFP database, update new responses and recommend enhancements to the existing ones

Maintain the quarterly request log and visual board to ensure excellence in servicing

Manage content residing in SLGI SharePoint (intranet) and Seismic (content management system).

Help identify and implement new approaches to streamline processes to enhance client engagement and experience

Event Management and Project Coordination

Manage roadshows on the national level and speaking opportunities at industry conferences

Lead coordination of Institutional email campaigns (quarterly updates, roadshow invitation, newsletters, etc.) and related workflow activities such as: content development, review and approval, campaign lists management; key metrics monitoring and reporting

Support the Institutional BD and CR team in event hosting and logistics, including internal and external training sessions

Coordinate ad-hoc and special projects as required

Investment Information and Analytical Support

Develop an understanding of SLGI Institutional capabilities and investment solutions

Provide analytical support to BD and CR team for ad-hoc requests through the use of external data bases (MercerInsight, eVestment) and visual analytics platform (Tableau)

Maintain and enhance the CRM database (Salesforce), and generate reports as required

What do you need to succeed?

Understanding of sales and marketing processes preferably within the financial industry

Excellent communication (written and verbal), collaborative and interpersonal skills

Strong work ethic and desire for excellence

Strong analytical, problem solving and organization skills

Strong orientation to details and processes

Creative, flexible, collaborative, diligent, and self motivated

Ability to work proactively and with little supervision

Ability to work under time constraints and meet deadlines

Undergraduate Business or equivalent university degree required

Minimum 3 years of work experience in the financial services industry, preferably in Institutional sales & client service disciplines

Knowledge of the pension/institutional investment management business & investment products

Experience in event management (in-person/virtual) including planning, coordination, and execution

Experience with RFP/RFI processes and response databases is an asset

Proficiency in the Microsoft Office Suite, particularly Excel and PowerPoint

Hands-on experience with Salesforce, Seismic, and other front/mid-office software applications is an asset

Advanced level of English and French required for Quebec applicants - interactions with English-speaking customers or partners

Completion / pursuant of Canadian Securities Course (CSC), project management and/or relevant professional designation is an asset

Some travel may be required

What's in it for you?

A friendly, collaborative, and inclusive culture

The opportunity to move along a variety of career paths with amazing networking potential

Access to our Global Learning Centre (myLearningNavigator), available 24/7 for your learning needs

Wellness programs that support the three pillars of your health - mental, physical and financial

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to .

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range: 53,300/53 300 - 86,300/86 300

Job Category: Sales - Distribution Support

Posting End Date: 20/11/2022