National Accounts Director — Growth & Strategy

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

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.