Senior Director, Investment Execution - SLC Management

Sun Life Financial; Toronto; On-site; CAD 136,000 - 185,000; Full time

Benefits offered by this job

Pension

Stock options

Flexible work

Wellness programs

Job summary

SLC Management, a Sun Life subsidiary, seeks a Senior Director, Investment Execution to lead end-to-end coordination and execution of complex investment opportunities for the OCIO. You will operate across Investments, Tax, Legal, Risk, Finance, Operations, and ALM to ensure opportunities are evaluated, approved, and operationalized efficiently.

The role requires strong cross-functional leadership and project management skills, with 7+ years in institutional investments.

Qualifications

• Undergraduate degree in Finance, Business, Economics, Accounting, Law or related field.
• 7+ years of experience in institutional investments, asset management, investment operations, corporate strategy, transaction execution, or related field.
• Strong understanding of private market investments and governance.

Responsibilities

• Lead end-to-end coordination and execution of complex investment opportunities.
• Coordinate governance structures, plans, and forums for timely execution.
• Coordinate tax, legal, risk, and finance inputs to support investment decisions.
• Oversee operational readiness and onboarding for new funds.
• Maintain OCIO pipeline tracking and executive reporting.

Skills

Cross-functional leadership

Project management

Executive communication

Education

Undergraduate degree in Finance, Business, Economics, Accounting, Law

Job description

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$422/US$304 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship. We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner’s mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape. Visit our website to learn more and for the most up to date AUM information. SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.

Job Description

Senior Director, Investment Execution – SLC Management

What is in it for you:

Reporting to the Managing Director, Portfolio Strategy and Analytics, the Senior Director, Investment Execution is responsible for leading the coordination, governance, and execution of complex investment transactions on behalf of the Office of the CIO (OCIO). Acting as a central point of integration across Investments, Tax, Legal, Risk, Finance, Operations, Asset Liability Management, and business stakeholders, the role ensures investment opportunities are evaluated, approved, and operationalized efficiently and in accordance with enterprise requirements. This position serves as a strategic project manager and stakeholder lead throughout the investment lifecycle, including opportunity assessment, legal and tax review, operational readiness, funding execution, and ongoing portfolio monitoring. The role maintains visibility across the investment pipeline to support capital deployment decisions, portfolio construction objectives, and executive reporting requirements.

What you will do:

• Investment Transaction Leadership & Stakeholder Management Lead the end-to-end coordination and execution of complex investment opportunities across internal and external stakeholders. Establish governance structures, project plans, and decision-making forums to support timely execution and informed decision making. Coordinate investment team inputs including expected returns, leverage, investment structures, capital requirements, funding timelines, and other transaction-specific considerations. Serve as the primary liaison across investment teams, business partners, support functions, and external stakeholders, proactively managing risks, dependencies, and critical path activities.
• Investment Due Diligence & Recommendation Development Coordinate the development of investment recommendations, business cases, and approval materials to support investment decisions. Gather and synthesize input from investment, tax, legal, risk, operational, and finance stakeholders to ensure recommendations address regulatory, capital, operational, and risk considerations. Support the preparation of investment memoranda and presentations for senior management, investment committees, and other governance bodies.
• Tax Review Coordination Lead the coordination of local and global tax reviews for fund investments and strategic transactions. Facilitate collaboration between investment and tax teams to assess investment structures, tax efficiency, jurisdictional considerations, and blocker requirements. Establish clear ownership and accountability across business groups and legal entities to streamline reviews and support the resolution of complex cross-border tax matters.
• Legal & Regulatory Coordination Coordinate legal and regulatory reviews of fund documentation, including LPAs, PPMs, subscription agreements, and related materials. Partner with Legal, business teams, and external stakeholders to resolve issues, satisfy KYC/AML and entity documentation requirements, and support transaction execution. Ensure investment opportunities comply with applicable regulatory, legal, and governance requirements.
• Risk, Capital & Governance Oversight Coordinate risk, capital, and governance reviews with second-line and independent oversight functions. Facilitate effective challenge and review processes to ensure transactions appropriately address regulatory, capital, and risk management requirements, including LICAT and local capital considerations. Track governance approvals, conditions, and action items through execution and completion.
• Operational Readiness & Fund Onboarding Lead operational readiness and onboarding activities for newly approved funds and investment mandates. Coordinate implementation activities across Operations, Finance, Investment Operations, Technology, ALM, and external service providers, including funding readiness, tax structures, hedging requirements, and other pre-funding activities. Support ongoing execution activities related to private market fund commitments and strategic investment initiatives.
• Portfolio Pipeline Management & Executive Reporting Maintain and enhance the OCIO investment pipeline and transaction tracking framework. Monitor investment opportunities from sourcing through funding and implementation, providing transparent reporting on status, risks, milestones, and resource requirements. Prepare executive reporting and governance materials for Corporate ALCO, senior leadership, and other decision-making forums.

What you need to succeed:

• Undergraduate degree in Finance, Business, Economics, Accounting, Law, or a related field.
• 7+ years of experience in institutional investments, asset management, investment operations, corporate strategy, transaction execution, or a related field.
• Strong understanding of private market investments, including real estate, private credit, and institutional portfolio construction.
• Knowledge of insurance capital frameworks, regulatory requirements, governance processes, and risk management principles.
• Experience partnering across investment, tax, legal, finance, treasury, operational, and risk functions to execute complex initiatives.
• Proven ability to lead cross-functional projects, influence senior stakeholders, and drive decisions in a complex organizational environment.
• Strong project management, problem-solving, and executive communication skills, with the ability to manage multiple priorities and deliver high-quality outcomes.
• Demonstrated success coordinating investment transactions, governance reviews, operational onboarding, and executive reporting while ensuring regulatory, tax, capital, and risk considerations are appropriately addressed.

Why SLC Management?

• Opportunity to work for a growing global institutional asset manager.
• Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading maternity, parental and adoption leave top-up program, a partially-paid sabbatical program and much more.
• Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security.
• A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development.
• #WeWinAsATeam – The opportunity to move along a variety of career paths with amazing networking potential.
• Award-winning workplace culture – Great Place to Work® Certified in Canada and the U.S., “Best Places to Work” by Glassdoor, Award for Excellence for Mental Health at Work, “Best Places to Work in Money Management” by Pension & Investments.

Regulatory and Pre-clearance

SLC Management is a regulated business, and this means that there are certain financial reporting and trading pre-clearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments, as well as seek pre-clearance on future transactions including those of household members.

Job Category

Asset Management

Salary Range

135,750/135 750 - 185,250/185 250

Benefits and Rewards

In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits. We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate.

Equal‑Opportunity / Inclusion

We encourage applications from qualified individuals from all backgrounds. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling. We will make reasonable accommodations to known physical or mental limitations. 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].

Application Process

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

About Sun Life

Shine together – At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter. We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant. There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future. With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future. Visit Sun Life Careers