Director, Insurance Relationship Management - SLC Management - Sun Life Financial : Job Details

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$374/US$283 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world's 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's 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.

Visit our website to learn more and for the most up to date AUM information.

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

Job Description:

Director, Insurance Relationship Management - SLC Management

What is in it for you:

SLC Management is seeking a Director, Relationship Management to support the Global Insurance Group. The successful candidate will contribute to maintaining and growing our business across the insurance channel, by providing an excellent client experience and building strong relationships with our clients. This role will have meaningful interaction with SLC's insurance business development and solutions team.

The primary focus of the role will be to independently lead client engagement. Additional components of the role include prospecting activities related to new business generation in the insurance channel as well as other insurance solutions and client facing activities. Some examples include:

What will you do:

* 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 voice of the client within the SLC organization, ensuring we put the client perspective at the center of everything we do

* Work with the rest of the team to onboard new clients and ensure client reporting is accurate and timely.

* Present at client meetings independently and alongside the PM and solutions team.

What do you need to succeed:

* 5-10 years of progressive investment industry experience

* 1-2 years of client relationship / account management experience

* CFA or CAIA designation would be an asset

* Knowledge of the institutional insurance channel/regulatory environment and investment strategies, particularly as it relates to public fixed income and alternative asset classes including private debt, real estate, & infrastructure

* Problem solving skills to resolve client queries / issues

* Communication - strong written and oral competency. Ability to synthesize complex topics into clear and concise language.

* Relationship building and situational influence - 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

* Ability and willingness to travel as regularly as required for client meetings

* FINRA Series 7 & 63 & 3 preferred or willingness to pass the exams upon hire;

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 paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more

* Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account

* 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 in Money Management by Pension & Investments, Top 10 employer by the Boston Globe's Top Places to Work two years running

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

We consider various factors in determining actual pay including your skills, qualifications, and experience. In addition to salary, this position is eligible for incentive awards based on individual and business performance as well as a broad range of competitive benefits.

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. Research shows that women and underrepresented groups tend to apply only if they meet 100% of the criteria. We encourage applications from qualified individuals from all backgrounds even if they don't meet every criteria in the job description.

We will make reasonable accommodations to known physical or mental limitations. 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 [email protected].

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

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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