Director, National Accounts

sunlife; Toronto; On-site; CAD 160,000 - 210,000; Full time

Job summary

Sun Life Global Investments in Toronto seeks a Director of National Accounts to lead the execution of a holistic national account strategy across channels. You will collaborate with dealers to drive retail sales and ensure a consistent, industry-leading national account experience.

In this role, you will coordinate with Sun Life Global Investments teams to identify growth opportunities, align business development plans and represent National Accounts on key initiatives to deliver coherent client

Job description

You are as unique as your background, experience and point of view. Here, you'll 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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Sun Life Global Investments offers Canadians a diverse lineup of mutual funds, portfolio solutions and guaranteed investments, empowering them to pursue their financial goals at every life stage. We bring together the strength of one of Canada's most trusted names in financial services with some of the best asset managers from around the world to deliver a truly global investment platform.

Reporting to the Head of National Accounts, the Director of National Accounts, will be responsible for the execution of a holistic national account strategy across a variety of channels.

The individual will work closely with dealers to drive retail sales within these key account firms and ensure the delivery of a consistent and industry leading national account experience. The incumbent will work closely with their National Accounts counterparts across Sun Life Global Investments, including Retirement, Insurance, Institutional, and Private Wealth to drive sales consistency and identify business and relationship growth opportunities.

What will you do

Leadership

• Maintain a strong working knowledge of industry issues relevant focused firms.
• Create and execute individual business development plans for assigned key accounts
• Collaborate with other National Account teams to share best practices and find new opportunities to drive retail sales.
• Maximize Mutual Fund, ETFs, SMAs, Private Market, Segregated Fund and Alternatives sales across assigned National Account firms
• Create and execute sales development plans and strategies with each assigned Key Account
• Schedule regular sales and business development plan reviews with each firm.
• Collaborate with Wealth Sales leaders to maximize sales effectiveness strategies across all Key Accounts
• Collaborate with peer Relationship Managers to leverage best practices and new business opportunities
• Increase mutual fund and segregated fund approvals and recommendations on dealer platforms
• Liaison with internal product and marketing teams for effective collaboration
• Liaison with sub-advisory partnerships
• Implement and monitor Strategic Sales and Business Development Plans
• Ensure the vision and goals of National Accounts are properly implemented and executed within the guidelines and expectations as defined.
• Highlight challenges, issues, opportunities, and potential solutions for Key Account firms
• Help build out and support best practices across all Key Accounts
• Develop, execute, and monitor business development plans with each assigned Key Account
• Represent the needs of National Accounts with respect to all key initiatives and business development projects to ensure the delivery of a consistent and industry leading key account experience.
• Collaborate with various functional business units to ensure delivery of a consistent and industry leading national account experience
• Work closely with Wealth Sales leaders to ensure effectiveness of overall sales growth strategy
• Provide input and support on various sales committees on key initiatives and projects
• Represent National Accounts on various sales and product committees
• Attend where appropriate dealer conference and training events to represent Sun Life Global Investment
• Communications/Interface with Sales Team Leaders, National Account peer group and internal strategic business partners.
• Work closely with sales leaders to drive overall National Accounts strategy and identify growth opportunities and execute a consistent key account experience across retail sales
• Implement initiatives that will support the growth of the business and the enhancement of a holistic national account strategy across retail sales
• Participate as a key member of the leadership team in discussions surrounding overall strategy.

Financial & Budget Planning

• Work with assigned National Account firms to determine the most effective business development strategies to maximize budget allocations
• Manage assigned business development and travel and entertainment budg