Director, Institutional Growth & Client Partnerships

Sun Life Financial; Calgary; Hybrid; CAD 110,000 - 180,000; Full time

Job summary

A global financial services company is seeking a Director of Institutional Business Development & Client Relations in Calgary, Alberta. This role demands a dynamic leader to build strong relationships with investment consultants, driving growth in the institutional market. The ideal candidate has a robust background in investment products and client management, is bilingual in French and English, and boasts 10+ years of relevant experience. This is a hybrid role offering flexibility in work settings.

Qualifications

• 10+ years of proven success in institutional business development and client relationship management.
• Deep understanding of investment products, pension plans, and the group retirement landscape.
• Exceptional communication, influencing, and presentation skills.

Responsibilities

• Develop and execute annual business plans to drive pipeline growth and client retention.
• Amplify SLGI’s brand visibility through regional roadshows and client events.
• Serve as a trusted advisor to plan sponsors ensuring proactive engagement.

Skills

Proven success in institutional business development

Understanding of investment products

Exceptional communication skills

Strategic mindset

Bilingual (French & English)

Education

University degree in business, finance, or related field

CFA and/or ASA designation

Tools

Salesforce

eVestment

Job description

A global financial services company is seeking a Director of Institutional Business Development & Client Relations in Calgary, Alberta. This role demands a dynamic leader to build strong relationships with investment consultants, driving growth in the institutional market. The ideal candidate has a robust background in investment products and client management, is bilingual in French and English, and boasts 10+ years of relevant experience. This is a hybrid role offering flexibility in work settings.