Director, National Accounts

Sun Life; Toronto; Hybrid; CAD 130,000 - 180,000; Full time

Benefits offered by this job

Hybrid work model

Competitive base pay

Job summary

Sun Life Global Investments in Toronto seeks a seasoned National Accounts leader to execute a holistic strategy across dealers and channels. You will work with the Head of National Accounts and cross-functional teams to drive retail sales and maintain a consistent national account experience.

The role demands deep investment industry experience (10+ years), strong knowledge of mutual funds and segregated funds, and a proven sales background in financial services.

Qualifications

• Minimum 10 years’ experience in Investment business.
• Strong product knowledge – mutual funds and segregated funds.
• Sales background in financial services.
• Strong knowledge of National Instrument, sales practice guidelines.
• Strong knowledge of the financial services industry rules and regulations.

Responsibilities

• Develop and implement a holistic national account strategy across channels.
• Drive retail sales within key account firms and ensure a consistent national account experience.
• Collaborate with Wealth Sales and other National Account teams to maximize sales effectiveness.

Skills

Relationship management

Investment experience

Mutual funds

Sales in finance

NI knowledge

Strategic thinking

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 budget

What do you need to succeed

• Excellent relationship management skills
• Minimum 10 years’ experience in Investment business
• Strong product knowledge – both mutual funds and segregated funds
• Sales background in financial services
• Strong knowledge of National Instrument, sales practice guidelines
• Strong knowledge of the financial services industry rules and regulations
• Strategic thinker and planner
• Strong team player
• Group presentation skills / strong public speaking skills
• Ability to influence – getting results through others
• Strong skills in the area of change management and implementation
• Excellent business acumen, communication, decision making and personal effectiveness skills
• Results and achievement oriented
• A commitment to self-development

Scope (Dimensions & Organizational Impact)

• Accountable for relationship management of assigned key accounts for FSB, Family office and PIC firms
• Accountable for building effective sales and business development strategies for all assigned National Accounts
• Collaboration with colleagues on the National Accounts team and Wealth Sales leadership team.

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 [e-mail].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

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 - 180,000/180 000

Job Category

Sales - SIP

Posting End Date

28/10/2026