National Accounts Director: Growth & Strategy

Sun Life Financial; Toronto; Hybrid; CAD 130.000 - 180.000; Vollzeit

Benefits dieser Stelle

Hybrid work model

Competitive compensation

Diversity and inclusion

Disability accommodation on request

Zusammenfassung

Sun Life Financial is seeking a Director of National Accounts to lead a holistic national account strategy across multiple channels, driving retail sales and ensuring a consistent client experience. You will collaborate with dealers and internal teams to maximize mutual fund, ETFs, and alternative sales while aligning with Wealth Sales leaders.

The role requires a minimum of 10 years in the investment field, deep knowledge of mutual funds and segregated funds, and strong relationship management.

Qualifikationen

• 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.
• Group presentation skills / strong public speaking skills.

Aufgaben

• Develop, execute, and monitor business development plans with assigned Key Accounts.
• Collaborate with Wealth Sales leaders to maximize sales effectiveness across all Key Accounts.
• Lead national account strategy across channels and ensure consistent national account experience.
• Work with internal product and marketing teams for effective collaboration.
• Manage budget allocations for business development and travel/entertainment.
• Represent National Accounts on sales and product committees and at dealer conferences.

Kenntnisse

Relationship management

Public speaking

Sales strategy

Strategic thinking

Collaboration

Influence

Change management

Business acumen

Jobbeschreibung

Sun Life Financial is seeking a Director of National Accounts to lead a holistic national account strategy across multiple channels, driving retail sales and ensuring a consistent client experience. You will collaborate with dealers and internal teams to maximize mutual fund, ETFs, and alternative sales while aligning with Wealth Sales leaders.

The role requires a minimum of 10 years in the investment field, deep knowledge of mutual funds and segregated funds, and strong relationship management.