Job Description

You are as unique as your background, experience and point of view. Here, you\xe2\x80\x99ll 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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Sun Life Canada has embarked on an exciting journey to expand its wealth management distribution platform to include full-service investment dealer capabilities. We are looking for an energetic leader who thrives in a fast-paced environment, has an entrepreneurial spirit and a proven track record invoking change within large organizations. You will draw upon your extensive portfolio management experience to design, develop and lead a managed account platform and play a pivotal role in product strategy. Reporting to the President and UDP, Sun Life Canada Securities Inc. (SLCSI), this is a senior role focused on developing a high-performance team that will execute on our strategy and ensure we capitalize on the rapid changes in our industry. Responsibilities include the following:

The launch of SLCSI is set on three foundational pillars, Platform, Product and Support. This role will touch all three but have heavy focus on the Product pillar. It is here that the candidate will actively participate in product strategy to support our wealth distribution continuum. Once that is set, they will put their focus on the development of a managed account program that will include the design, build and management of a UMA program. Once licensing and infrastructure is in place, as the supervising portfolio manager, they will be responsible for approval and monitoring of managed accounts as well as supervise associate PMs as the dealer continues to grow.

What will you do?

Wealth Distribution Product Strategy

Play an integral role in the product approval committee.

Review and advise on asset allocation in our model portfolios.

Implement an investment research/analysis platform to support our advisor network.

Unified Managed Account Platform

Design, develop and launch a UMA program that will evolve as the dealer grows.

Design the infrastructure required for an MVP launch and plan for the future to scale the business

Put in place a high-performing team that will operationalize the product strategy and UMA program.

Supervision

Registered as Portfolio Manager and Supervisor of Managed Accounts

Perform managed account approval and supervision requirements while building your team for the future

Design, develop and launch an Associate PM program

Work with investment advisors on investment selection and portfolio allocation

Become the subject matter expert on the firms portfolio management system

Registration with CIRO as Supervising Portfolio Manager

15 years+ relevant investment dealer experience

CFA designation preferred.

Deep understanding of various investment product types and Investment portfolio construction skills is required.

Familiarity with Portfolio Management platforms and ability to customize them to meet specific needs is an asset.

Demonstrated presentation skills (advisor-facing presentations, either small group or main stage)

English/French bilingualism is an asset

Innovative leader, with transformation experience, who can manage significant ambiguity and constantly changing circumstances in a start-up environment.

What do you need to succeed?

Proven track record of success, leading, developing and implementing business strategies requiring knowledge and understanding of the industry.

Proven ability to partner with technology and other key stakeholder groups to implement complex systems/solutions.

Strong problem solving and analytical skills and ability to understand broader impact of issues and risks.

Demonstrated ability to lead and impact and influence large senior teams.

Ability to identify, surface and drive resolution to issues, risks, or unforeseen constraints to ensure effective execution of the program initiatives.

Proactive and self-motivated with strong problem-solving abilities to effectively prioritize in a diverse and fast paced environment

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: 130,000/130 000 - 215,000/215 000

Job Category: Sales - Distribution Support

Posting End Date: 24/11/2023

Sun Life Financial