Director, Institutional Consultant Relations

Jobtailor; Toronto; On-site; CAD 140,000 - 220,000; Full time

Job summary

Jobtailor in Toronto seeks a seasoned leader to drive institutional business development and manage senior client relationships. You will shape strategies, engage with consultants and advisory firms, and coordinate with cross-functional teams to grow assets.

The ideal candidate has 15+ years in institutional BD, deep investment knowledge, and exceptional communication and leadership skills in a bilingual environment. University degree required; CFA/ASA a strong asset.

Qualifications

• Extensive track record (15+ years) in institutional business development and senior-client management.
• Deep knowledge of investment products, pension plans, and group retirement markets.
• Executive presence and credibility with senior stakeholders.
• Proven ability to build relationships and navigate large organizations.
• Collaborative leadership style and ability to drive alignment without formal authority.
• Excellent communication, presentation, and influencing skills.
• Strategic, client-focused mindset with a history of delivering results.
• Proficiency with Salesforce, eVestment, and related BD tools.
• Bilingual in French and English.
• University degree in business or finance.
• CFA and/or ASA designation is a strong asset.
• Licensing as required for specific markets.

Responsibilities

• Lead institutional business development and manage senior client relationships to drive asset growth.
• Develop strategic partnerships and align cross-functional teams to execute business plans.
• Provide client insights and thought leadership to support retention and growth.
• Oversee due diligence and governance reviews relevant to client investments.

Skills

Senior client relationships

Investment product knowledge

Salesforce proficiency

Bilingual in French and English

Communication & presentation

Influencing skills

Strategic mindset

Relationship building

Education

University degree in business or finance

CFA and/or ASA designation

Tools

Salesforce

EVestment

Business-development tools

Job description

• Build trusted relationships with leading consulting firms and large advisory organizations
• Develop and execute an annual plan to strengthen consultant endorsements and product ratings
• Implement coverage strategies for manager research teams and advisory firms
• Communicate new products, solutions, and enhancements, including Sun Life’s Delegated DC and SLC DB offerings
• Address partner information needs and collaborate with Sales Support on investment content
• Lead investment due diligence initiatives with Portfolio Management, Responsible Investment, Product, Marketing, Institutional Business, and Finance
• Help maintain accurate and timely database content and coordinate risk and governance reviews
• Review quarterly fund and solution commentaries for clear, client-friendly insights
• Strengthen research and insights for SLGI’s Thought Leadership Program
• Share insights and provide technical support to Business Development and Client Relationship teams
• Contribute to competitive positioning assessments and cross-functional go-to-market strategies
• Build lasting consultant and partner relationships, advance strategic priorities, and support asset growth and retention

Requirements

• 15+ years of experience driving institutional business development and managing senior client relationships
• Strong knowledge of investment products, pension plans, and the group retirement market
• Executive presence and credibility with senior internal and external stakeholders
• Proven ability to build relationships, manage stakeholders, and navigate complex organizations
• Collaborative leadership style and ability to drive alignment without direct authority
• Excellent communication, presentation, and influencing skills
• Strategic, client-focused mindset with a track record of solving challenges and delivering results
• Proficiency with Salesforce, eVestment, and related business-development tools
• Bilingual in French and English
• University degree in business, finance, or a related field
• CFA and/or ASA designation is a strong asset
• Licensing as required for specific markets

Core Competencies

Demonstrates extensive experience in institutional business development and managing senior client relationships, with a strong focus on investment products and the group retirement market. Proven ability to build strategic partnerships and drive alignment across complex organizations while delivering results.

Highest-signal resume keywords

• Institutional Business Development
• Investment Products Knowledge
• Salesforce Proficiency
• Bilingual in French and English
• CFA and/or ASA Designation

Hard Skills

• Investment Products
• Pension Plans
• Group Retirement Market
• Database Management
• Risk and Governance Reviews
• Fund Commentary Review
• Competitive Positioning Assessments
• Strategic Planning
• Due Diligence Initiatives
• Client Relationship Management

Soft Skills

• Excellent Communication
• Collaborative Leadership
• Influencing Skills
• Strategic Mindset
• Relationship Building

Certifications & Qualifications

• CFA
• ASA
• University Degree in Business or Finance

Industry Keywords

• Consultant Endorsements
• Advisory Firms
• Investment Content
• Thought Leadership Program
• Asset Growth
• Client Retention

Tools & Technologies

• Salesforce
• EVestment
• Business-Development Tools