Job Description

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. Our history of organic and strategic growth reflects this commitment with over CA$335/US$260 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world\xe2\x80\x99s leading financial services companies, and benefit from the stability and strength of that relationship.

We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner\xe2\x80\x99s mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.

Hybrid Work Model

SLC Management operates in a hybrid environment with a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three days in-office each week with flexibility depending on their business, client and team needs.

:

SLC Management is seeking a Senior Director, Client Relationships to support its growing Canadian business. The successful candidate will contribute to maintaining and growing our business across Canada, by providing excellent client experience and building strong relationships with our clients.

15 months contract

What will you do:

Client relationship management

• Pro-active and ongoing engagement with an assigned group of clients to understand their needs. Identify opportunities to extend client relationships over time.
• Act as the first point of contact for clients, exercising judgement in organizing timely / accurate responses and resolution of issues
• Serve as the \xe2\x80\x9cvoice of the client\xe2\x80\x9d within the SLC organization, ensuring we put the client perspective at the center of everything we do

Client onboarding

• Partner with the Business Development team to develop an onboarding strategy for each client. Coordinate onboarding across relevant functional teams.
• Support the enhancement of onboarding standards to continue meeting regulatory standards and industry best practices

Client reporting

• Ensure clients receive accurate and timely reporting
• Develop strong relationships with internal partners to improve the systems, processes, and procedures that support client reporting
• Provide direction for client reporting and analytics
• Maintain a deep understanding of SLC product suite to ensure client reporting and communication needs are met

Other client servicing and admin

• Coordinate client update / diligence meetings and oversee the preparation of presentation materials
• Recommend enhancements to the operating model that improve the client experience
• Oversee all other elements of client servicing, including the capital call process, records management, and support for materials on SLC\xe2\x80\x99s products

What do you need to succeed:

• 7-10 years of progressive investment industry experience
• 1-2 years of client relationship / account management experience
• CFA or CAIA designation would be an asset
• Bilingualism (French, English) required- interactions with English-speaking Clients and partners
• Knowledge of the institutional investment market, particularly as it relates to alternative asset classes and products (private debt, real estate, infrastructure)
• Problem solving skills to resolve client queries / issues
• Communication \xe2\x80\x93 strong written and oral competency. Ability to synthesize complex topics into clear and concise language.
• Relationship building and situational influence \xe2\x80\x93 ability to build collaborative working relationships across stakeholder groups
• Strong research and analytical skills
• Excellent attention to detail
• Ability to meet deadlines and work in a fast-paced environment

Please note that periodic travel may be required for client meetings.

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 \xe2\x80\x93 mental, physical and financial \xe2\x80\x93 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 hybrid 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\xc2\xae Certified in Canada and the U.S., 2021 \xe2\x80\x9cBest Places to Work\xe2\x80\x9d by Glassdoor, Award for Excellence for Mental Health at Work - 2021, \xe2\x80\x9cBest Places to Work in Money Management\xe2\x80\x9d 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 105,000/105 000 - 168,000/168 000

The Base Pay range is for the primary location of the job. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible 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.

We are committed to fostering a diverse, equitable and inclusive environment, where all employees feel valued, respected, and supported. We are dedicated to building a diverse workforce offering wide perspectives and creative ideas that benefit our clients, teams and the communities where we operate. 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

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

Sun Life Financial